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Everest Group

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SM
426
Sciencast Management
New Jersey
$571K -$333K -941 -37%
GCM
427
Graham Capital Management
Connecticut
$567K -$641K -1,813 -53%
MIA
428
MeadowBrook Investment Advisors
Michigan
$563K +$563K +1,593 New
ECA
429
Elevated Capital Advisors
Utah
$551K +$51.6K +146 +10%
TWC
430
TD Waterhouse Canada
Ontario, Canada
$549K +$544K +1,381 +11,508%
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$547K +$12.7K +36 +2%
AT
432
American Trust
Kentucky
$544K +$1.06K +3 +0.2%
SWP
433
Stratos Wealth Partners
Ohio
$540K +$134K +380 +33%
NB
434
Norinchukin Bank
Japan
$538K -$47.4K -134 -8%
QIM
435
Quantitative Investment Management
Virginia
$532K +$532K +1,505 New
AMIM
436
Aull & Monroe Investment Management
Alabama
$530K
FHB
437
First Hawaiian Bank
Hawaii
$528K +$528K +1,492 New
MG
438
Mather Group
Illinois
$525K +$303K +856 +136%
HIM
439
Hillsdale Investment Management
Ontario, Canada
$523K
RP
440
Rowlandmiller & Partners
Georgia
$511K
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$504K +$171K +484 +51%
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$501K +$16.3K +46 +3%
MGP
443
Metis Global Partners
California
$496K -$60.1K -170 -11%
PS
444
Principal Securities
Iowa
$488K +$488K +1,381 New
SW
445
SteelPeak Wealth
California
$487K +$487K +1,378 New
QI
446
Qtron Investments
Massachusetts
$487K -$126K -357 -21%
SAM
447
Strategy Asset Managers
California
$481K -$64K -181 -12%
SC
448
SRB Corp
Massachusetts
$478K
LWAM
449
Legacy Wealth Asset Management
Minnesota
$470K -$3.18K -9 -0.7%
Creative Planning
450
Creative Planning
Kansas
$467K +$124K +350 +36%