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Everest Group

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
376
Commonwealth Equity Services
Massachusetts
$748K +$457K +1,148 +157%
OCBCO
377
Oversea-Chinese Banking Corp (OCBC)
Singapore
$729K -$287K -723 -28%
TCM
378
Traynor Capital Management
Pennsylvania
$722K +$198K +499 +38%
CIP
379
Capital Insight Partners
Arizona
$720K +$209K +525 +41%
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$708K -$2.55M -6,667 -78%
SIP
381
Stoneridge Investment Partners
Pennsylvania
$707K +$707K +1,779 New
MLICM
382
Metropolitan Life Insurance Company (MetLife)
New York
$696K -$6.36K -16 -0.9%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$694K
LFA
384
Legend Financial Advisors
Pennsylvania
$691K +$691K +1,738 New
IIA
385
IPG Investment Advisors
California
$680K +$680K +1,710 New
ECA
386
Elevated Capital Advisors
Utah
$679K +$60K +151 +10%
BOS
387
Bank of Stockton
California
$678K -$17.9K -45 -3%
CB
388
Commerce Bank
Missouri
$669K +$1.19K +3 +0.2%
QCM
389
Qsemble Capital Management
New York
$662K +$662K +1,665 New
TA
390
TFB Advisors
Kansas
$659K +$336K +909 +104%
UA
391
Unison Advisors
District of Columbia
$652K +$2.78K +7 +0.4%
PWM
392
Perigon Wealth Management
California
$640K +$640K +1,610 New
AAM
393
Advisors Asset Management
Colorado
$629K -$196K -493 -24%
ATC
394
Argent Trust Co
Tennessee
$610K -$77.5K -195 -11%
WC
395
Wexford Capital
Florida
$596K -$517K -1,300 -46%
MIA
396
MeadowBrook Investment Advisors
Michigan
$596K -$37K -93 -6%
AMIM
397
Aull & Monroe Investment Management
Alabama
$596K
NB
398
Norinchukin Bank
Japan
$595K -$9.14K -23 -2%
BBVA
399
Banco Bilbao Vizcaya Argentaria
Spain
$576K +$12.3K +31 +2%
Creative Planning
400
Creative Planning
Kansas
$574K +$49.7K +125 +9%