Everest Group
479 hedge funds and large institutions have $10.2B invested in Everest Group in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 153 increasing their positions, 161 reducing their positions, and 49 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
37% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 49
8% more capital invested
Capital invested by funds: $9.4B → $10.2B (+$776M)
3% more funds holding
Funds holding: 465 → 479 (+14)
0.48% more ownership
Funds ownership: 93.87% → 94.35% (+0.48%)
5% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 161
19% less call options, than puts
Call options by funds: $19.9M | Put options by funds: $24.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$44.9M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$43.2M |
| 3 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$42.4M |
| 4 |
GC
Gillson Capital
Chicago,
Illinois
|
+$39M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$87.9M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$57.9M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$48.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$32M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$31.5M |
EG Hedge Fund Activity: Q4 2021 in Review
479 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Everest Group (EG) for Q4 2021, worth a combined $10.2B — up 8.3% from $9.4B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EG positions and 49 closed out — a net gain of 18 holders — while 153 added to existing stakes and 161 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $44.9M. The largest seller was BlackRock, cutting an estimated $87.9M.
- 479 institutional investors held Everest Group (EG) as of Q4 2021, up from 465 in Q3 2021.
- Funds reported $10.2B of Everest Group stock for Q4 2021, up 8.3% quarter-over-quarter.
- 67 funds opened new Everest Group positions in Q4 2021 and 49 closed out, a net change of +18 holders.
- The largest Everest Group buyer in Q4 2021 was Balyasny Asset Management, an estimated $44.9M added.
- The largest Everest Group seller in Q4 2021 was BlackRock, an estimated $87.9M sold.
Based on aggregated 13F filings for Q4 2021.