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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
BCA
426
Berman Capital Advisors
Georgia
$6K +$2.62K +11 +79%
CA
427
Clearstead Advisors
Ohio
$6K +$5.48K +23 New
CWM
428
Cranbrook Wealth Management
Michigan
$5K
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$5K
PWMG
430
Prestige Wealth Management Group
New Jersey
$5K
Nisa Investment Advisors
431
Nisa Investment Advisors
Missouri
$4.82K -$167K -700 -3%
PMFA
432
Plante Moran Financial Advisors
Michigan
$4K
PCG
433
Private Capital Group
Connecticut
$4K
VFA
434
Valeo Financial Advisors
Indiana
$4K +$476 +2 +14%
WCM
435
Wealthcare Capital Management
Virginia
$4K +$4.05K +17 New
AIC
436
Ameritas Investment Company
Nebraska
$3.96K +$3.81K +16 New
AIG
437
American International Group
New York
$3.05K -$88.8K -373 -3%
BWM
438
BerganKDV Wealth Management
Minnesota
$3K
HR
439
Howe & Rusling
New York
$3K
TFO
440
Tarbox Family Office
California
$3K
PFBT
441
Parkside Financial Bank & Trust
Missouri
$3K +$3.1K +13 New
CFD
442
Creative Financial Designs
Indiana
$2K
TWA
443
TCI Wealth Advisors
Arizona
$2K +$476 +2 +33%
CAL
444
Capital Analysts LLC
Pennsylvania
$2K +$1.43K +6 New
HS
445
Horan Securities
United States
$2K +$2.14K +9 New
ACM
446
Allred Capital Management
Texas
$1.24K +$1.19K +5 New
Walleye Capital
447
Walleye Capital
New York
$1.17K +$1.12M +4,719 New
SFS
448
Sowell Financial Services
Arkansas
$1K -$11.7K -49 -96%
WT
449
Washington Trust
Rhode Island
$1K -$238 -1 -14%
CWC
450
Carolinas Wealth Consulting
North Carolina
$1K