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Everest Group

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
376
Westpac Banking Corp
Australia
$870K +$702K +1,984 +417%
PL
377
Perpetual Ltd
Australia
$870K +$870K +2,460 New
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$860K +$23K +65 +3%
OTPPB
379
Ontario Teachers' Pension Plan Board
Ontario, Canada
$851K -$248K -701 -23%
XT
380
XTX Topco
Cayman Islands
$845K -$80.6K -228 -9%
BCI
381
Brinker Capital Investments
Pennsylvania
$840K -$70K -188 -8%
OPS
382
Orion Portfolio Solutions
Nebraska
$840K -$70K -188 -8%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$839K -$1.77K -5 -0.2%
AWE
384
Avidian Wealth Enterprises
Texas
$836K -$35.4K -100 -4%
SGAM
385
Smith Group Asset Management
Texas
$835K +$835K +2,361 New
CIA
386
Citadel Investment Advisory
Ohio
$831K
BFM
387
Boothbay Fund Management
New York
$831K +$831K +2,350 New
Baird Financial Group
388
Baird Financial Group
Wisconsin
$811K -$66.8K -189 -8%
EF
389
Empowered Funds
Pennsylvania
$809K +$809K +2,288 New
BL
390
Balentine LLC
Georgia
$805K -$19.4K -55 -2%
PI
391
PEAK6 Investments
Illinois
$803K -$368K -1,040 -31%
VA
392
Verdad Advisers
Massachusetts
$796K -$68.9K -195 -8%
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$778K
OAM
394
Oppenheimer Asset Management
New York
$776K -$88K -249 -10%
GIS
395
Grayhawk Investment Strategies
Alberta, Canada
$775K +$775K +2,192 New
TPW
396
Transatlantique Private Wealth
New York
$769K +$147K +415 +24%
YIH
397
Y-Intercept (HK)
Hong Kong
$762K +$425K +1,201 +126%
LAM
398
LECAP Asset Management
United Kingdom
$755K +$755K +2,134 New
APWM
399
Atlas Private Wealth Management
New York
$742K +$318K +898 +75%
AAM
400
Advisors Asset Management
Colorado
$734K -$103K -290 -12%