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Everest Group

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
401
Daymark Wealth Partners
Ohio
$725K
BRWA
402
B. Riley Wealth Advisors
Florida
$721K +$721K +2,040 New
GCA
403
Greenwood Capital Associates
South Carolina
$700K +$125K +354 +22%
CIM
404
Contravisory Investment Management
Massachusetts
$699K +$11K +31 +2%
CAN
405
Cetera Advisor Networks
California
$694K +$270K +764 +64%
QCM
406
Quantinno Capital Management
New York
$667K -$302K -854 -31%
BC
407
Bridgefront Capital
Texas
$666K +$666K +1,885 New
MM
408
MQS Management
New York
$664K +$664K +1,877 New
Vontobel Holding
409
Vontobel Holding
Switzerland
$659K -$87.3K -247 -12%
CT
410
ClearAlpha Technologies
Connecticut
$656K +$656K +1,856 New
BOS
411
Bank of Stockton
California
$654K -$35.9K -96 -5%
MC
412
Machina Capital
France
$653K +$7.43K +21 +1%
CCIA
413
Campbell & Co Investment Adviser
Maryland
$647K +$647K +1,831 New
Wealth Enhancement Advisory Services
414
Wealth Enhancement Advisory Services
Minnesota
$639K +$2.48K +7 +0.4%
BCM
415
Bridgeway Capital Management
Texas
$636K +$636K +1,800 New
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$625K -$10.6K -30 -2%
TSS
417
Two Sigma Securities
New York
$623K +$623K +1,763 New
ECU
418
Eisler Capital (UK)
United Kingdom
$617K +$617K +1,744 New
BCWM
419
Bartlett & Co Wealth Management
Ohio
$616K
BC
420
Bartlett & Co
Ohio
$616K
ATC
421
Argent Trust Co
Tennessee
$612K
GGHC
422
Gilder Gagnon Howe & Co
New York
$603K -$3.5M -9,886 -85%
CB
423
Commerce Bank
Missouri
$594K +$3.89K +11 +0.7%
LAM
424
Lingohr Asset Management
Germany
$588K
UA
425
Unison Advisors
District of Columbia
$578K