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Everest Group

461 hedge funds and large institutions have $9.73B invested in Everest Group in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 193 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+25
Holders Change %
+5.73%
% of All Funds
10.58%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
78
Increased
121
Reduced
193
Closed
46
Calls
$27.8M
Puts
$22.5M
Net Calls
+$5.28M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ClearBridge Investments
426
ClearBridge Investments
New York
$19K
CTC
427
Central Trust Company
Missouri
$18K
VEA
428
Virtus ETF Advisers
New York
$18K
WAM
429
Wealthspire Advisors (Maryland)
Maryland
$17K -$1.29K -5 -7%
EFSCE
430
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
AssetMark Inc
431
AssetMark Inc
California
$16K -$145K -569 -90%
SBL
432
Sargent Bickham Lagudis
Colorado
$14K
CPA
433
Clear Perspective Advisors
Illinois
$14K
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$14K +$12.2K +47 +671%
PCG
435
Private Capital Group
Connecticut
$13K -$260 -1 -2%
KA
436
Kaizen Advisory
Illinois
$10K
MGIA
437
Moneta Group Investment Advisors
Missouri
$10K
HFP
438
Holistic Financial Partners
Indiana
$10K +$7.9K +30 +375%
ST
439
Sageworth Trust
Pennsylvania
$10K +$10K +40 New
FHA
440
First Horizon Advisors
Tennessee
$9K +$2.5K +10 +38%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$8K -$267 -1 -3%
AC
442
Avestar Capital
New York
$7K +$2.42K +9 +53%
APP
443
Avantax Planning Partners
Iowa
$6K +$6K +23 New
PCP
444
Proficio Capital Partners
Massachusetts
$5K
MFW
445
Mosaic Family Wealth
Missouri
$5K
CIP
446
Convergence Investment Partners
Florida
$5K +$5K +20 New
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$4K
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
SWM
449
SeaCrest Wealth Management
New York
$4K
OWA
450
One Wealth Advisors
California
$4K +$2.59K +11 +183%