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Everest Group

454 hedge funds and large institutions have $9.51B 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 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $17M | Put options by funds: $9.86M

2% more capital invested

Capital invested by funds: $9.29B → $9.51B (+$229M)

0.77% more ownership

Funds ownership: 94.22%94.99% (+0.77%)

8% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 52

2% less funds holding

Funds holding: 463454 (-9)

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: 65 (-1)

Holders
454
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
7.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
48
Increased
156
Reduced
180
Closed
52
Calls
$17M
Puts
$9.86M
Net Calls
+$7.11M
Net Calls Change
+$5.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$13.9M +53,590 +1%
BlackRock
2
BlackRock
New York
$712M -$177M -680,328 -19%
Boston Partners
3
Boston Partners
Massachusetts
$600M -$21.3M -82,003 -3%
State Street
4
State Street
Massachusetts
$479M +$2.74M +10,535 +0.6%
Franklin Resources
5
Franklin Resources
California
$450M +$58.3M +224,141 +14%
Capital International Investors
6
Capital International Investors
California
$406M -$67.2M -258,031 -14%
Victory Capital Management
7
Victory Capital Management
Texas
$355M +$26.5M +101,966 +8%
CIP
8
Champlain Investment Partners
Vermont
$322M +$15.6K +60 +0%
NI
9
Nuance Investments
Missouri
$245M +$27.8M +106,903 +12%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$228M +$10.3M +39,601 +5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$212M +$794K +3,052 +0.4%
LSV Asset Management
12
LSV Asset Management
Illinois
$211M -$10.8M -41,570 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$183M +$4M +15,377 +2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$181M +$24M +92,146 +15%
AGA
15
Altrinsic Global Advisors
Connecticut
$166M +$172M +659,815 New
Los Angeles Capital Management
16
Los Angeles Capital Management
California
$154M +$100M +384,501 +171%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$153M +$13.5M +51,775 +9%
Invesco
18
Invesco
Georgia
$138M +$22.5M +86,398 +19%
SAM
19
Southeastern Asset Management
Tennessee
$126M +$25.4M +97,576 +24%
Norges Bank
20
Norges Bank
Norway
$110M +$2.68M +10,304 +2%
Northern Trust
21
Northern Trust
Illinois
$106M -$8.73M -33,531 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$91M +$4.83M +18,550 +5%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$78.2M +$6.43M +24,702 +9%
First Trust Advisors
24
First Trust Advisors
Illinois
$76.5M -$5.75M -22,099 -7%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$76M -$3.66M -14,069 -4%

EG Hedge Fund Activity: Q2 2021 in Review

454 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q2 2021, worth a combined $9.51B — up 2.5% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EG and 48 opened new positions — a net loss of 4 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 463 in Q1 2021.
  • Funds reported $9.51B of Everest Group stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 48 funds opened new Everest Group positions in Q2 2021 and 52 closed out, a net change of -4 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.