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Everest Group

510 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+34
Holders Change %
+7.14%
% of All Funds
8.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
74
Increased
182
Reduced
178
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.09M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
376
KCM Investment Advisors
California
$306K
Mackenzie Financial
377
Mackenzie Financial
Ontario, Canada
$301K -$7.53K -25 -2%
MWPCG
378
Measured Wealth Private Client Group
New Hampshire
$295K +$295K +978 New
Bessemer Group
379
Bessemer Group
New Jersey
$285K +$3.01K +10 +1%
P
380
Pitcairn
Pennsylvania
$275K -$1.21K -4 -0.4%
SIA
381
Schechter Investment Advisors
Michigan
$274K +$11.4K +38 +4%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$273K -$44K -146 -14%
FFM
383
Forum Financial Management
Illinois
$273K
EIM
384
Essex Investment Management
Massachusetts
$268K -$603 -2 -0.2%
FHB
385
First Hawaiian Bank
Hawaii
$266K -$13.6K -45 -5%
KFC
386
Klingenstein Fields & Co
New York
$256K
CGPCS
387
Capital Group Private Client Services
California
$254K -$2.21M -7,315 -90%
IC
388
Intersect Capital
California
$252K +$252K +836 New
AT
389
American Trust
Kentucky
$248K -$171K -568 -41%
Vontobel Holding
390
Vontobel Holding
Switzerland
$247K -$3.97K -13 -2%
Nomura Holdings
391
Nomura Holdings
Japan
$246K +$246K +803 New
Cetera Investment Advisers
392
Cetera Investment Advisers
Illinois
$245K +$245K +813 New
CGL
393
Clarius Group LLC
Washington
$237K
PSUF
394
People's United Financial
Connecticut
$236K -$56K -186 -19%
EGA
395
E&G Advisors
Texas
$229K -$30.1K -100 -12%
FC
396
FORA Capital
Florida
$223K +$223K +732 New
Connor, Clark & Lunn Investment Management (CC&L)
397
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$222K +$222K +737 New
EI
398
Ethic Inc
New York
$221K +$221K +732 New
AA
399
Ancora Advisors
Ohio
$219K
Wealthfront Advisers
400
Wealthfront Advisers
California
$218K +$218K +724 New