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Everest Group

463 hedge funds and large institutions have $9.29B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $13.5M

5% more funds holding

Funds holding: 439463 (+24)

4% more capital invested

Capital invested by funds: $8.92B → $9.29B (+$361M)

0.88% less ownership

Funds ownership: 95.1%94.22% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 168

Holders
463
Holders Change
+24
Holders Change %
+5.47%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
158
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$28K -$24.1K -101 -47%
KFP
402
KB Financial Partners
New Jersey
$28K +$27.4K +115 New
SWM
403
Spire Wealth Management
Virginia
$26K +$24.3K +102 New
First Manhattan
404
First Manhattan
New York
$24K -$952 -4 -4%
PCM
405
Penserra Capital Management
California
$24K +$3.81K +16 +19%
LFG
406
Larson Financial Group
Missouri
$22K
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$22K +$16K +67 +305%
GAM
408
Gemmer Asset Management
California
$19K
S
409
SignatureFD
Georgia
$18K -$2.38K -10 -12%
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
FHA
411
First Horizon Advisors
Tennessee
$17K
CI
412
CX Institutional
Indiana
$17K +$5K +21 +43%
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$15K +$10.2K +43 +226%
AP
414
Atwood & Palmer
Missouri
$15K +$14K +59 New
FHC
415
First Horizon Corporation
Tennessee
$14K -$4.05K -17 -23%
CTC
416
Central Trust Company
Missouri
$14K
IAIM
417
International Assets Investment Management
Florida
$14K
FRA
418
Front Row Advisors
California
$12K
ZB
419
Zions Bancorporation
Utah
$12K +$1.19K +5 +11%
PSB
420
Piscataqua Savings Bank
New Hampshire
$12K +$11.9K +50 New
CFO
421
CVA Family Office
Colorado
$9K +$8.33K +35 New
FPS
422
Fieldpoint Private Securities
Connecticut
$8K -$476 -2 -6%
WWM
423
Wolff Wiese Magana
California
$8K
EW
424
Evoke Wealth
California
$6K
PB
425
Pinnacle Bancorp
Nebraska
$6K