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Everest Group

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
301
SG Americas Securities
New York
$1.71M +$546K +1,543 +47%
OAM
302
Ostrum Asset Management
France
$1.65M -$483K -1,365 -23%
AWM
303
AE Wealth Management
Kansas
$1.61M +$1.61M +4,252 New
OC
304
Oppenheimer & Co
New York
$1.58M +$422K +1,194 +37%
FMI
305
F/M Investments
District of Columbia
$1.57M +$1.57M +4,433 New
DT
306
Diversified Trust
Tennessee
$1.54M -$150K -425 -9%
EI
307
Ethic Inc
New York
$1.54M +$62.9K +178 +4%
GLA
308
Great Lakes Advisors
Illinois
$1.53M -$187K -529 -11%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$1.53M +$30.8K +87 +2%
PAS
310
Park Avenue Securities
New York
$1.52M +$583K +1,650 +62%
GC
311
Globeflex Capital
California
$1.52M
CIP
312
Chartwell Investment Partners
Pennsylvania
$1.5M -$104K -295 -7%
ISL
313
Ingalls & Snyder LLC
New York
$1.49M +$127K +360 +9%
First Manhattan
314
First Manhattan
New York
$1.49M
Wealthfront Advisers
315
Wealthfront Advisers
California
$1.46M -$175K -496 -11%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$1.45M
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$1.44M +$207K +586 +17%
Stifel Financial
318
Stifel Financial
Missouri
$1.41M +$266K +753 +23%
LSPW
319
Lake Street Private Wealth
Illinois
$1.41M +$1.41M +3,975 New
VAM
320
Vienna Asset Management
California
$1.4M +$1.4M +3,876 New
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$1.4M +$137K +389 +11%
SCM
322
Stevens Capital Management
Pennsylvania
$1.39M +$1.39M +3,931 New
A
323
AustralianSuper
Australia
$1.38M -$85.2K -241 -6%
WT
324
Whittier Trust
California
$1.35M -$10.6K -30 -0.8%
MYAM
325
Meiji Yasuda Asset Management
Japan
$1.34M +$1.34M +3,795 New