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Everest Group

576 hedge funds and large institutions have $13B invested in Everest Group in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
72
Increased
197
Reduced
209
Closed
39
Calls
$26M
Puts
$22.5M
Net Calls
+$3.51M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
426
Freedom Investment Management
Connecticut
$306K +$306K +853 New
KFC
427
Klingenstein Fields & Co
New York
$304K
CAN
428
Cetera Advisor Networks
California
$304K +$7.52K +21 +3%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$296K +$12.2K +34 +4%
EGA
430
E&G Advisors
Texas
$286K +$17.9K +50 +7%
IAIM
431
Industrial Alliance Investment Management
Quebec, Canada
$283K +$283K +791 New
PCM
432
Prelude Capital Management
New York
$281K +$281K +786 New
BC
433
Bridgefront Capital
Texas
$280K -$27.9K -78 -9%
EIM
434
Essex Investment Management
Massachusetts
$277K -$20.8K -58 -7%
DWP
435
Destiny Wealth Partners
Florida
$275K -$68.8K -192 -20%
AAS
436
Avantax Advisory Services
Texas
$270K
QCM
437
Qsemble Capital Management
New York
$269K +$269K +750 New
TWI
438
Thomas White International
Illinois
$265K
Bessemer Group
439
Bessemer Group
New Jersey
$264K -$23.2K -65 -8%
PCMC
440
Paragon Capital Management (Colorado)
Colorado
$264K -$1.07K -3 -0.4%
Squarepoint
441
Squarepoint
New York
$262K -$1.84M -5,127 -87%
AA
442
Ancora Advisors
Ohio
$260K
QI
443
Qtron Investments
Massachusetts
$253K +$253K +707 New
CDH
444
Charles D. Hyman
$251K
SC
445
Savant Capital
Illinois
$248K +$29.3K +82 +13%
MWPCG
446
Measured Wealth Private Client Group
New Hampshire
$245K -$76.6K -214 -24%
GCP
447
GSA Capital Partners
United Kingdom
$242K +$242K +675 New
CBNLCF
448
Cognios Beta Neutral Large Cap Fund
Kansas
$240K -$131K -367 -35%
MCM
449
Monument Capital Management
Virginia
$240K +$240K +671 New
BCM
450
Brookstone Capital Management
Illinois
$240K -$186K -511 -44%