Everest Group
454 hedge funds and large institutions have $9.58B invested in Everest Group in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 156 increasing their positions, 180 reducing their positions, and 53 closing their positions.
72% more call options, than puts
Call options by funds: $17M | Put options by funds: $9.86M
1.06% more ownership
Funds ownership: 93.87% → 94.93% (+1.1%)
3% more capital invested
Capital invested by funds: $9.29B → $9.58B (+$293M)
9% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 53
2% less funds holding
Funds holding: 464 → 454 (-10)
13% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 180
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$172M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$100M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$58.3M |
| 4 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$30.1M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$177M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$67.2M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$56.9M |
| 4 |
Swiss National Bank
Zurich,
Switzerland
|
-$36.1M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$33.5M |
EG Hedge Fund Activity: Q2 2021 in Review
454 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2021, worth a combined $9.58B — up 3.2% from $9.29B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of EG and 48 opened new positions — a net loss of 5 holders — while 180 trimmed existing stakes and 156 added.
The largest buyer was Altrinsic Global Advisors, opening a new position worth an estimated $172M. The largest seller was BlackRock, cutting an estimated $177M.
- 454 institutional investors held Everest Group (EG) as of Q2 2021, down from 464 in Q1 2021.
- Funds reported $9.58B of Everest Group stock for Q2 2021, up 3.2% quarter-over-quarter.
- 48 funds opened new Everest Group positions in Q2 2021 and 53 closed out, a net change of -5 holders.
- The largest Everest Group buyer in Q2 2021 was Altrinsic Global Advisors, an estimated $172M added.
- The largest Everest Group seller in Q2 2021 was BlackRock, an estimated $177M sold.
Based on aggregated 13F filings for Q2 2021.