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Everest Group

553 hedge funds and large institutions have $11.9B invested in Everest Group in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 154 increasing their positions, 219 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+44
Holders Change %
+8.64%
% of All Funds
8.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
98
Increased
154
Reduced
219
Closed
45
Calls
$32.9M
Puts
$55.4M
Net Calls
-$22.5M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
426
Edmond de Rothschild Holding
Switzerland
$227K
Assenagon Asset Management
427
Assenagon Asset Management
Luxembourg
$223K +$223K +672 New
FHB
428
First Hawaiian Bank
Hawaii
$218K -$79.6K -240 -27%
Dimensional Fund Advisors
429
Dimensional Fund Advisors
Texas
$218K -$10.5K -31,718 -5%
TYCC
430
Texas Yale Capital Corp
Florida
$215K +$215K +650 New
Holocene Advisors
431
Holocene Advisors
New York
$215K -$2.02M -6,101 -90%
ST
432
Smithfield Trust
Pennsylvania
$209K
Creative Planning
433
Creative Planning
Kansas
$207K +$207K +626 New
QC
434
Quent Capital
New York
$206K +$1.66K +5 +0.8%
MYIA
435
Mount Yale Investment Advisors
Colorado
$202K -$119K -358 -37%
SC
436
Savant Capital
Illinois
$202K +$202K +611 New
FAN
437
Financial Advisors Network
California
$202K +$202K +610 New
NA
438
NewEdge Advisors
Louisiana
$201K +$201K +833 New
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$184K -$32.8K -99 -15%
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$174K +$24.5K +74 +16%
WB
441
Webster Bank
Connecticut
$166K
AIP
442
Ameritas Investment Partners
Nebraska
$164K
AI
443
AXS Investments
New York
$152K +$152K +460 New
GBT
444
Grove Bank & Trust
Florida
$144K +$144K +435 New
UAML
445
US Asset Management LLC
Pennsylvania
$134K +$134K +403 New
CA
446
CoreCap Advisors
Michigan
$118K +$118K +356 New
ASN
447
Advisory Services Network
Georgia
$110K -$179K -539 -62%
HWMA
448
Heritage Wealth Management (Arizona)
Arizona
$99.4K +$49.7K +150 +100%
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$96K +$96K +293 New
SIM
450
Sentry Investment Management
Wisconsin
$85K