Everest Group
464 hedge funds and large institutions have $9.29B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 157 increasing their positions, 169 reducing their positions, and 37 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
73% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 37
14% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $13.5M
5% more funds holding
Funds holding: 441 → 464 (+23)
5% more capital invested
Capital invested by funds: $8.85B → $9.29B (+$434M)
0.89% less ownership
Funds ownership: 94.76% → 93.87% (-0.89%)
7% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 169
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Los Angeles Capital Management
Los Angeles,
California
|
+$46.3M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$38M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$36.3M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$28.8M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$89.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$68.4M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$46.7M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$25.6M |
| 5 |
Janus Henderson Group
London,
|
-$24.4M |
EG Hedge Fund Activity: Q1 2021 in Review
464 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q1 2021, worth a combined $9.29B — up 4.9% from $8.85B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new EG positions and 37 closed out — a net gain of 27 holders — while 157 added to existing stakes and 169 trimmed.
The largest buyer was Los Angeles Capital Management, adding an estimated $46.3M. The largest seller was Capital International Investors, cutting an estimated $89.7M.
- 464 institutional investors held Everest Group (EG) as of Q1 2021, up from 441 in Q4 2020.
- Funds reported $9.29B of Everest Group stock for Q1 2021, up 4.9% quarter-over-quarter.
- 64 funds opened new Everest Group positions in Q1 2021 and 37 closed out, a net change of +27 holders.
- The largest Everest Group buyer in Q1 2021 was Los Angeles Capital Management, an estimated $46.3M added.
- The largest Everest Group seller in Q1 2021 was Capital International Investors, an estimated $89.7M sold.
Based on aggregated 13F filings for Q1 2021.