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Everest Group

436 hedge funds and large institutions have $8.38B invested in Everest Group in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
9.9%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
72
Increased
127
Reduced
187
Closed
73
Calls
$15.8M
Puts
$37.7M
Net Calls
-$21.9M
Net Calls Change
+$64M
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
401
MU Investments Company
Japan
$24K +$24K +110 New
PWM
402
Perigon Wealth Management
California
$23K +$12K +55 +110%
First Manhattan
403
First Manhattan
New York
$22K
SMG
404
Spectrum Management Group
Indiana
$20K
QCG
405
Quadrant Capital Group
Ohio
$19K -$1.29K -7 -6%
SWP
406
Stratos Wealth Partners
Ohio
$17K +$17K +77 New
WAM
407
Wealthspire Advisors (Maryland)
Maryland
$16K +$225 +1 +1%
VEA
408
Virtus ETF Advisers
New York
$16K +$16K +72 New
ClearBridge Investments
409
ClearBridge Investments
New York
$16K +$16K +73 New
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$49.7K -222 -77%
CTC
411
Central Trust Company
Missouri
$15K
SBL
412
Sargent Bickham Lagudis
Colorado
$12K
GBT
413
Grove Bank & Trust
Florida
$12K
CPA
414
Clear Perspective Advisors
Illinois
$12K
ASN
415
Advisory Services Network
Georgia
$9K +$1.58K +7 +21%
KA
416
Kaizen Advisory
Illinois
$9K +$9K +40 New
MGIA
417
Moneta Group Investment Advisors
Missouri
$9K +$9K +40 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$8K +$3.24K +15 +68%
STA
419
Summit Trail Advisors
New York
$8K +$8K +35 New
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$7K -$2.48K -11 -26%
BTIS
421
BB&T Investment Services
North Carolina
$7K +$7K +122 New
FHA
422
First Horizon Advisors
Tennessee
$6K +$6K +26 New
PCP
423
Proficio Capital Partners
Massachusetts
$4K -$4.67K -21 -54%
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
MFW
425
Mosaic Family Wealth
Missouri
$4K