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Everest Group

404 hedge funds and large institutions have $8.84B invested in Everest Group in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 173 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-34
Holders Change %
-7.76%
% of All Funds
9.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
135
Reduced
173
Closed
59
Calls
$14.1M
Puts
$16.9M
Net Calls
-$2.74M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$13K -$228 -1 -2%
AIM
377
Advantage Investment Management
Iowa
$13K +$13K +57 New
FHA
378
First Horizon Advisors
Tennessee
$11K
MWPCG
379
Measured Wealth Private Client Group
New Hampshire
$11K +$11K +50 New
SPIA
380
Steward Partners Investment Advisory
New York
$10K +$10K +42 New
PCG
381
Private Capital Group
Connecticut
$9K
Fidelity International
382
Fidelity International
Bermuda
$7K +$7K +31 New
JA
383
JOYN Advisors
Georgia
$6K -$1.2K -5 -17%
WSTAM
384
Wilbanks Smith & Thomas Asset Management
Virginia
$6K +$6K +28 New
AssetMark Inc
385
AssetMark Inc
California
$5K -$1.96K -9 -28%
OWA
386
One Wealth Advisors
California
$5K +$750 +3 +18%
VFA
387
Valeo Financial Advisors
Indiana
$4K -$75K -300 -95%
LFA
388
Legacy Financial Advisors
Kentucky
$4K -$18.7K -98 -82%
LWCFA
389
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
OIA
390
Optimum Investment Advisors
Illinois
$4K
PCP
391
Proficio Capital Partners
Massachusetts
$4K
GWS
392
Glassman Wealth Services
Virginia
$3K
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$3K
HR
394
Howe & Rusling
New York
$3K
SWM
395
SeaCrest Wealth Management
New York
$3K
Canada Pension Plan Investment Board
396
Canada Pension Plan Investment Board
Ontario, Canada
$2K -$2.64M -13,204 -100%
CAW
397
Cornerstone Advisors (Washington)
Washington
$2K
SWP
398
Stratos Wealth Partners
Ohio
$2K +$2K +9 New
MSA
399
Marino Stram & Associates
Massachusetts
$1K
TNBTD
400
Trustmark National Bank Trust Department
Mississippi
$1K +$1K +3 New