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Everest Group

424 hedge funds and large institutions have $8.25B invested in Everest Group in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 166 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+20
Holders Change %
+4.95%
% of All Funds
9.46%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
65
Increased
129
Reduced
166
Closed
43
Calls
$31.5M
Puts
$8.06M
Net Calls
+$23.5M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
401
Regions Financial Corp
Alabama
$3K -$14.4K -72 -83%
VFA
402
Valeo Financial Advisors
Indiana
$3K -$1K -4 -25%
HR
403
Howe & Rusling
New York
$3K
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$3K
Canada Pension Plan Investment Board
405
Canada Pension Plan Investment Board
Ontario, Canada
$3K
PCP
406
Proficio Capital Partners
Massachusetts
$3K
SWM
407
SeaCrest Wealth Management
New York
$3K
CA
408
Claro Advisors
Massachusetts
$3K +$3K +15 New
WANY
409
Wealthspire Advisors (New York)
New York
$3K +$3K +15 New
CAW
410
Cornerstone Advisors (Washington)
Washington
$2K
FRA
411
Front Row Advisors
California
$2K
TWA
412
TCI Wealth Advisors
Arizona
$2K +$2K +7 New
BBHC
413
Brown Brothers Harriman & Co
New York
$2K +$2K +8 New
MSA
414
Marino Stram & Associates
Massachusetts
$1K
TNBTD
415
Trustmark National Bank Trust Department
Mississippi
$1K
CFA
416
Carroll Financial Associates
North Carolina
$1K
AIA
417
Alera Investment Advisors
Illinois
$1K +$1K +3 New
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +3 New
ST
419
Sageworth Trust
Pennsylvania
$1K +$1K +3 New
PWMG
420
Prestige Wealth Management Group
New Jersey
$1K +$1K +4 New
ASN
421
Advisory Services Network
Georgia
$1K +$1K +5 New
EWM
422
Executive Wealth Management
Michigan
$1K +$1K +6 New
LC
423
Lindbrook Capital
California
$1K +$1K +6 New
GT
424
Glenmede Trust
Pennsylvania
$115 +$115 +531 New
BCM
425
Bridgeway Capital Management
Texas
-$47.2M -206,470 Closed