Everest Group
441 hedge funds and large institutions have $8.85B invested in Everest Group in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 178 reducing their positions, and 45 closing their positions.
53% more call options, than puts
Call options by funds: $36.2M | Put options by funds: $23.7M
31% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 45
18% more capital invested
Capital invested by funds: $7.49B → $8.85B (+$1.36B)
2% more funds holding
Funds holding: 433 → 441 (+8)
0.08% less ownership
Funds ownership: 94.83% → 94.76% (-0.08%)
22% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 178
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$146M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$50.4M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$42.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$28.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$130M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$102M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$28.7M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$27M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$25M |
EG Hedge Fund Activity: Q4 2020 in Review
441 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2020, worth a combined $8.85B — up 18% from $7.49B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EG positions and 45 closed out — a net gain of 14 holders — while 138 added to existing stakes and 178 trimmed.
The largest buyer was Nuance Investments, adding an estimated $146M. The largest seller was BlackRock, cutting an estimated $130M.
- 441 institutional investors held Everest Group (EG) as of Q4 2020, up from 433 in Q3 2020.
- Funds reported $8.85B of Everest Group stock for Q4 2020, up 18% quarter-over-quarter.
- 59 funds opened new Everest Group positions in Q4 2020 and 45 closed out, a net change of +14 holders.
- The largest Everest Group buyer in Q4 2020 was Nuance Investments, an estimated $146M added.
- The largest Everest Group seller in Q4 2020 was BlackRock, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2020.