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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
WB
376
Webster Bank
Connecticut
$124K +$119K +500 New
HWA
377
Heritage Wealth Advisors
Virginia
$123K -$41K -172 -26%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$120K -$14K -59 -11%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$112K +$6.91K +29 +7%
IFAM
380
Institutional & Family Asset Management
Colorado
$105K +$100K +422 New
SIM
381
Sentry Investment Management
Wisconsin
$98K -$456K -1,913 -83%
TAIM
382
TD Ameritrade Investment Management
Nebraska
$98K
VCM
383
Versant Capital Management
Arizona
$80K
CIA
384
CSat Investment Advisory
Michigan
$80K +$11.4K +48 +18%
PO
385
Private Ocean
California
$70K
ADL
386
Asset Dedication LLC
California
$62K
WTC
387
WhitTier Trust Company
Nevada
$58K +$17.4K +73 +45%
EVM
388
Eaton Vance Management
Massachusetts
$58K +$55.5K +233 New
IA
389
IFP Advisors
Florida
$56K +$54.5K +229 +1,762%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$54K -$3.1K -13 -6%
FFC
391
First Financial Corp
Indiana
$50K
IWP
392
IAG Wealth Partners
Wisconsin
$50K +$47.6K +200 New
QCG
393
Quadrant Capital Group
Ohio
$48K -$1.43K -6 -3%
APA
394
American Portfolios Advisors
New York
$42.2K +$1.43K +6 +4%
HNB
395
Huntington National Bank
Ohio
$40K
HWMA
396
Heritage Wealth Management (Arizona)
Arizona
$37K +$35.7K +150 New
GWSG
397
GPS Wealth Strategies Group
Colorado
$37K +$36.2K +152 New
CT
398
Caldwell Trust
Florida
$35.9K
M1FG
399
Mach-1 Financial Group
Arkansas
$35K -$9.53K -40 -22%
PA
400
Parallel Advisors
California
$31K -$2.86K -12 -9%