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Everest Group

463 hedge funds and large institutions have $9.29B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $13.5M

5% more funds holding

Funds holding: 439463 (+24)

4% more capital invested

Capital invested by funds: $8.92B → $9.29B (+$361M)

0.88% less ownership

Funds ownership: 95.1%94.22% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 168

Holders
463
Holders Change
+24
Holders Change %
+5.47%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
158
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
351
Wellington Shields & Co
New York
$273K +$262K +1,100 New
EIM
352
Essex Investment Management
Massachusetts
$271K -$2.86K -12 -1%
MYIA
353
Mount Yale Investment Advisors
Colorado
$270K +$260K +1,091 New
JF
354
Jump Financial
Illinois
$260K -$3.33K -14 -1%
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$253K -$1.04M -4,349 -81%
FMBTD
356
First Midwest Bank Trust Division
Illinois
$246K -$5.71K -24 -2%
AC
357
Allstate Corporation
Illinois
$238K
P
358
Pitcairn
Pennsylvania
$232K -$1.43K -6 -0.6%
CCA
359
Checchi Capital Advisers
California
$232K +$8.1K +34 +4%
GC
360
Globeflex Capital
California
$221K +$212K +891 New
BBVA
361
Banco Bilbao Vizcaya Argentaria
Spain
$220K +$3.81K +16 +2%
BC
362
Bridgefront Capital
Texas
$214K +$205K +862 New
CCG
363
Cypress Capital Group
Florida
$212K +$203K +854 New
KFC
364
Klingenstein Fields & Co
New York
$211K +$202K +850 New
AAS
365
Avantax Advisory Services
Texas
$209K +$200K +840 New
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$209K +$201K +843 New
FHB
367
First Hawaiian Bank
Hawaii
$204K +$197K +826 New
LIM
368
Longfellow Investment Management
Massachusetts
$193K
AA
369
Ancora Advisors
Ohio
$192K
TWI
370
Thomas White International
Illinois
$171K
AAM
371
Advisors Asset Management
Colorado
$162K +$156K +655 New
ST
372
Smithfield Trust
Pennsylvania
$156K
AIP
373
Ameritas Investment Partners
Nebraska
$155K
Bessemer Group
374
Bessemer Group
New Jersey
$143K
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$138K -$101K -425 -43%