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Everest Group

476 hedge funds and large institutions have $10.1B invested in Everest Group in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
7.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
67
Increased
152
Reduced
161
Closed
48
Calls
$19.9M
Puts
$24.5M
Net Calls
-$4.6M
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
426
CVA Family Office
Colorado
$7K +$7K +25 New
DCM
427
Dupont Capital Management
Delaware
$6K -$2.04M -7,469 -100%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$6K
PB
429
Pinnacle Bancorp
Nebraska
$6K
PFBT
430
Parkside Financial Bank & Trust
Missouri
$6K +$571 +2 +11%
MCM
431
MV Capital Management
Maryland
$6K +$1.3K +5 +28%
CWP
432
Concord Wealth Partners
Virginia
$6K +$4.36K +16 +267%
RFA
433
Reilly Financial Advisors
California
$6K +$6K +22 New
SCA
434
Snowden Capital Advisors
New York
$6K +$6K +24 New
MUMSS
435
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K -$5K -20 -50%
CWM
436
Cranbrook Wealth Management
Michigan
$5K
GWS
437
Glassman Wealth Services
Virginia
$5K +$2.37K +9 +90%
EWA
438
EverSource Wealth Advisors
Alabama
$5K +$5K +19 New
VRS
439
Virginia Retirement Systems
Virginia
$4.52K
IA
440
IFP Advisors
Florida
$4K -$1.54K -5 -28%
HR
441
Howe & Rusling
New York
$4K
BWM
442
BerganKDV Wealth Management
Minnesota
$4K
PCG
443
Private Capital Group
Connecticut
$4K
PMFA
444
Plante Moran Financial Advisors
Michigan
$4K
SC
445
Stephens Consulting
Michigan
$3.84K +$3.84K +14 New
AW
446
Alaethes Wealth
Nevada
$3K
NFG
447
Next Financial Group
Texas
$3K +$1.07K +5 +56%
BIA
448
Bell Investment Advisors
California
$2K
JFA
449
JNBA Financial Advisors
Minnesota
$2K
CA
450
Clearstead Advisors
Ohio
$2K