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Everest Group

665 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+42
Holders Change %
+6.74%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
100
Increased
230
Reduced
232
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OCBCO
376
Oversea-Chinese Banking Corp (OCBC)
Singapore
$818K
ECA
377
Elevated Capital Advisors
Utah
$809K +$45.1K +115 +6%
TA
378
TFB Advisors
Kansas
$805K +$104K +265 +15%
AAS
379
Avantax Advisory Services
Texas
$798K +$284K +724 +55%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$797K -$3.61M -9,212 -82%
PTC
381
Petrus Trust Company
Texas
$790K +$790K +2,015 New
TCM
382
Traynor Capital Management
Pennsylvania
$782K
LAM
383
Lingohr Asset Management
Germany
$769K
GCA
384
Greenwood Capital Associates
South Carolina
$759K -$17.2K -44 -2%
HWM
385
HB Wealth Management
Georgia
$759K -$48.2K -123 -6%
CIP
386
Capital Insight Partners
Arizona
$755K +$28.2K +72 +4%
DWM
387
Dakota Wealth Management
Florida
$750K -$38K -97 -5%
BWM
388
Brophy Wealth Management
New Hampshire
$749K +$749K +1,912 New
PWM
389
Perigon Wealth Management
California
$746K +$50.6K +129 +7%
Neuberger Berman Group
390
Neuberger Berman Group
New York
$745K -$43.1K -110 -5%
EP
391
Edgestream Partners
New Jersey
$732K -$1.33M -3,382 -64%
TPW
392
Transatlantique Private Wealth
New York
$724K -$102K -261 -12%
IWC
393
Integrated Wealth Concepts
Massachusetts
$720K +$353K +900 +96%
TSS
394
Two Sigma Securities
New York
$711K -$238K -607 -25%
KPWS
395
Kestra Private Wealth Services
Texas
$710K -$220K -562 -24%
MM
396
MQS Management
New York
$707K +$707K +1,804 New
GLA
397
Great Lakes Advisors
Illinois
$706K -$1.42M -3,617 -67%
Vontobel Holding
398
Vontobel Holding
Switzerland
$703K -$49.8K -127 -7%
NB
399
Norinchukin Bank
Japan
$697K +$96.8K +247 +16%
Marshall Wace
400
Marshall Wace
United Kingdom
$694K +$694K +1,770 New