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Everest Group

463 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, 158 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $13.5M

5% more funds holding

Funds holding: 439463 (+24)

4% more capital invested

Capital invested by funds: $8.92B → $9.29B (+$361M)

0.88% less ownership

Funds ownership: 95.1%94.22% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 168

Holders
463
Holders Change
+24
Holders Change %
+5.47%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
158
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$7.99M +33,574 +0.8%
BlackRock
2
BlackRock
New York
$868M -$15.4M -64,867 -2%
Boston Partners
3
Boston Partners
Massachusetts
$611M +$25.2M +105,975 +4%
State Street
4
State Street
Massachusetts
$468M +$16.6M +69,833 +4%
Capital International Investors
5
Capital International Investors
California
$463M -$89.7M -376,512 -17%
Franklin Resources
6
Franklin Resources
California
$387M +$36.3M +152,267 +11%
Victory Capital Management
7
Victory Capital Management
Texas
$323M +$19.5M +81,967 +7%
CIP
8
Champlain Investment Partners
Vermont
$316M +$2.91M +12,230 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$218M -$10.2M -42,767 -5%
NI
10
Nuance Investments
Missouri
$215M -$107K -450 -0.1%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$215M +$17.9M +75,191 +10%
AllianceBernstein
12
AllianceBernstein
Tennessee
$208M +$4.25M +17,850 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$176M +$2.69M +11,302 +2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$155M +$4.91M +20,615 +3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$138M +$4.54M +19,068 +4%
Invesco
16
Invesco
Georgia
$114M +$11.2M +47,100 +11%
Northern Trust
17
Northern Trust
Illinois
$112M -$1.94M -8,147 -2%
Norges Bank
18
Norges Bank
Norway
$106M +$821K +3,447 +0.8%
N
19
Nuveen
North Carolina
$102M +$4.56M +19,134 +5%
SAM
20
Southeastern Asset Management
Tennessee
$99.4M -$556K -2,335 -0.6%
APG Asset Management
21
APG Asset Management
Netherlands
$90M +$28.8M +121,025 +40%
Legal & General Group
22
Legal & General Group
United Kingdom
$86.3M -$1.41M -5,904 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$84.9M -$6.62M -27,818 -8%
First Trust Advisors
24
First Trust Advisors
Illinois
$80.7M +$15.9M +66,961 +26%
EARNEST Partners
25
EARNEST Partners
Georgia
$80.4M -$1.74M -7,316 -2%