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Everest Group

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
426
Tower Research Capital (TRC)
New York
$465K -$2.2M -5,538 -83%
Truist Financial
427
Truist Financial
North Carolina
$463K -$42.5K -107 -8%
SWM
428
Shelton Wealth Management
Texas
$461K +$461K +1,159 New
CCA
429
Checchi Capital Advisers
California
$457K -$7.95K -20 -2%
WSC
430
Wellington Shields & Co
New York
$437K
WG
431
Winton Group
United Kingdom
$436K -$44.5K -112 -9%
PCS
432
Personal CFO Solutions
New Jersey
$435K +$398 +1 +0.1%
TRIA
433
Trail Ridge Investment Advisors
Colorado
$426K -$25.4K -64 -6%
MCM
434
MAI Capital Management
Ohio
$421K +$1.99K +5 +0.5%
ACA
435
Atlas Capital Advisors
Wyoming
$421K -$44.9K -113 -10%
NA
436
NewEdge Advisors
Louisiana
$420K +$236K +594 +128%
VWM
437
Vivid Wealth Management
Iowa
$419K +$7.55K +19 +2%
Lido Advisors
438
Lido Advisors
California
$419K +$63.2K +159 +18%
CBNLCF
439
Cognios Beta Neutral Large Cap Fund
Kansas
$408K +$408K +1,027 New
TWC
440
TD Waterhouse Canada
Ontario, Canada
$398K -$207K -477 -34%
CL
441
CSS LLC
Illinois
$398K +$79.5K +200 +25%
MC
442
Moors & Cabot
Massachusetts
$396K -$14.7K -37 -4%
KeyBank National Association
443
KeyBank National Association
Ohio
$389K +$5.96K +15 +2%
P
444
Pitcairn
Pennsylvania
$387K +$3.18K +8 +0.8%
MYAM
445
Meiji Yasuda Asset Management
Japan
$384K -$1.12M -2,830 -75%
MOS
446
MGO One Seven
Ohio
$379K +$9.54K +24 +3%
CCB
447
Cutter & Co Brokerage
Missouri
$378K +$31K +78 +9%
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$367K +$21.1K +53 +6%
Bessemer Group
449
Bessemer Group
New Jersey
$366K +$87.4K +220 +31%
AA
450
ALPS Advisors
Colorado
$364K +$31.8K +80 +10%