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Everest Group

665 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+42
Holders Change %
+6.74%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
100
Increased
230
Reduced
232
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
401
Legend Financial Advisors
Pennsylvania
$685K -$7.05K -18 -1%
BCWM
402
Bartlett & Co Wealth Management
Ohio
$675K -$9.8K -25 -1%
UA
403
Unison Advisors
District of Columbia
$649K +$3.14K +8 +0.5%
CAM
404
Cresset Asset Management
Illinois
$622K +$33.7K +86 +6%
CIP
405
Chartwell Investment Partners
Pennsylvania
$619K -$58.8K -150 -9%
SRL
406
Scientech Research LLC
New Jersey
$617K +$617K +1,575 New
PS
407
Principal Securities
Iowa
$611K +$133K +340 +28%
CGH
408
Crossmark Global Holdings
Texas
$607K -$316K -806 -34%
National Bank of Canada
409
National Bank of Canada
Quebec, Canada
$604K -$122K -312 -17%
ATC
410
Argent Trust Co
Tennessee
$601K
MIA
411
MeadowBrook Investment Advisors
Michigan
$589K
BRWA
412
B. Riley Wealth Advisors
Florida
$589K -$362K -921 -38%
AMIM
413
Aull & Monroe Investment Management
Alabama
$588K
BBVA
414
Banco Bilbao Vizcaya Argentaria
Spain
$583K +$21.5K +55 +4%
LWAM
415
Legacy Wealth Asset Management
Minnesota
$572K +$19.6K +50 +4%
RJT
416
Raymond James Trust
Florida
$562K +$210K +536 +60%
IMCOOI
417
Investment Management Corp of Ontario (IMCO)
Canada
$560K +$49.4K +126 +10%
BOS
418
Bank of Stockton
California
$554K -$77.2K -197 -12%
TRIA
419
Trail Ridge Investment Advisors
Colorado
$548K -$9.26K -24 -2%
MGP
420
Metis Global Partners
California
$547K +$10.6K +27 +2%
NA
421
NewEdge Advisors
Louisiana
$547K -$83.4K -213 -13%
FHB
422
First Hawaiian Bank
Hawaii
$545K -$11K -28 -2%
KeyBank National Association
423
KeyBank National Association
Ohio
$544K +$175K +446 +47%
SA
424
Sanctuary Advisors
Indiana
$531K +$34.6K +89 +7%
HBCM
425
Heron Bay Capital Management
Michigan
$516K +$10.2K +26 +2%