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Everest Group

436 hedge funds and large institutions have $10.3B invested in Everest Group in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
9.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
47
Increased
148
Reduced
164
Closed
52
Calls
$36.2M
Puts
$68M
Net Calls
-$31.8M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +72 New
EFSCE
402
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
TC
403
Truvestments Capital
Florida
$16K
FHA
404
First Horizon Advisors
Tennessee
$16K +$4.07K +15 +34%
BBHC
405
Brown Brothers Harriman & Co
New York
$15K +$14.2K +55 +1,833%
Rockefeller Capital Management
406
Rockefeller Capital Management
New York
$14K -$2.11K -8 -13%
KC
407
Knuff & Co
California
$14K +$14K +53 New
UCFA
408
United Capital Financial Advisors
Texas
$13K +$13K +47 New
SPIA
409
Steward Partners Investment Advisory
New York
$11K
APA
410
American Portfolios Advisors
New York
$8.08K
Fidelity International
411
Fidelity International
Bermuda
$8K
FRA
412
Front Row Advisors
California
$6K +$2K +8 +50%
SQA
413
Simon Quick Advisors
New Jersey
$6K +$2.57K +9 +75%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$5K
RIA
415
Realta Investment Advisors
Delaware
$5K
CWM
416
Cranbrook Wealth Management
Michigan
$5K +$5K +20 New
PCG
417
Private Capital Group
Connecticut
$4K -$6.67K -25 -63%
FPS
418
Fieldpoint Private Securities
Connecticut
$4K -$471 -2 -11%
VFA
419
Valeo Financial Advisors
Indiana
$4K
CI
420
CX Institutional
Indiana
$3K -$2.4K -8 -44%
TFO
421
Tarbox Family Office
California
$3K
PB
422
Pinnacle Bancorp
Nebraska
$3K +$3K +12 New
TWA
423
TCI Wealth Advisors
Arizona
$2K -$444 -2 -18%
AF
424
Advisornet Financial
Minnesota
$2K
OSAM
425
O'Shaughnessy Asset Management
Connecticut
$2K