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Everest Group

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
326
Osaic Holdings
Arizona
$949K -$1.07M -3,118 -53%
Stifel Financial
327
Stifel Financial
Missouri
$937K +$190K +556 +25%
OAM
328
Oppenheimer Asset Management
New York
$928K -$65K -190 -7%
CF
329
Cantor Fitzgerald
New York
$926K -$16.8K -49 -2%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$923K +$68.4K +200 +8%
E
331
Ergoteles
New York
$908K +$908K +2,657 New
Pacer Advisors
332
Pacer Advisors
Pennsylvania
$907K +$63.9K +187 +8%
DIA
333
Dana Investment Advisors
Wisconsin
$901K
N
334
Natixis
France
$900K -$1.13M -3,294 -56%
PFG
335
PAX Financial Group
Texas
$899K +$38.3K +112 +4%
PGFC
336
Peapack-Gladstone Financial Corp
New Jersey
$895K -$361K -1,056 -29%
VF
337
Virtu Financial
New York
$891K -$154K -450 -15%
OPS
338
Orion Portfolio Solutions
Nebraska
$871K -$84.1K -246 -9%
BCI
339
Brinker Capital Investments
Pennsylvania
$871K -$84.1K -246 -9%
UCI
340
Uncommon Cents Investing
Wisconsin
$865K +$10.3K +30 +1%
AWE
341
Avidian Wealth Enterprises
Texas
$842K +$370K +1,083 +78%
HI
342
Horizon Investments
North Carolina
$836K -$44.1K -129 -5%
DILIC
343
Dai-ichi Life Insurance Company
Japan
$835K
CC
344
Centiva Capital
New York
$825K -$1.04M -3,034 -56%
Baird Financial Group
345
Baird Financial Group
Wisconsin
$825K +$1.03K +3 +0.1%
AT
346
American Trust
Kentucky
$820K -$98.5K -288 -11%
UFF
347
USA Financial Formulas
Michigan
$817K -$18.1K -53 -2%
CIA
348
Citadel Investment Advisory
Ohio
$803K -$34.2K -100 -4%
BL
349
Balentine LLC
Georgia
$802K -$34.2K -100 -4%
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
$795K -$311K -911 -28%