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Everest Group

665 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+42
Holders Change %
+6.74%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
100
Increased
230
Reduced
232
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
426
Savant Capital
Illinois
$515K -$736K -1,880 -59%
EGA
427
E&G Advisors
Texas
$514K
IAA
428
Independent Advisor Alliance
North Carolina
$510K +$510K +1,301 New
RP
429
Rowlandmiller & Partners
Georgia
$507K -$19.6K -50 -4%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$507K +$240K +613 +90%
S
431
SimplyRich
California
$506K +$198K +505 +64%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$502K -$47.4K -121 -9%
HNB
433
Huntington National Bank
Ohio
$487K -$2.35K -6 -0.5%
MG
434
Mather Group
Illinois
$476K -$9.8K -25 -2%
TMAM
435
Tokio Marine Asset Management
Japan
$476K
Truist Financial
436
Truist Financial
North Carolina
$474K +$17.2K +44 +4%
Baird Financial Group
437
Baird Financial Group
Wisconsin
$467K -$14.9K -38 -3%
AAM
438
Advisors Asset Management
Colorado
$462K -$198K -506 -30%
GT
439
Greenleaf Trust
Michigan
$458K -$22.7K -58 -5%
CCA
440
Checchi Capital Advisers
California
$455K -$3.53K -9 -0.8%
MML Investors Services
441
MML Investors Services
Massachusetts
$448K +$116K +297 +35%
EAM
442
Erste Asset Management
Austria
$435K -$79K -200 -15%
WSC
443
Wellington Shields & Co
New York
$431K
FRM
444
Fox Run Management
Connecticut
$430K +$430K +1,097 New
PWS
445
Peloton Wealth Strategists
Indiana
$415K +$135K +345 +48%
AC
446
AXQ Capital
New Jersey
$411K -$93.3K -238 -19%
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$410K +$18K +46 +5%
WBC
448
Westpac Banking Corp
Australia
$409K -$719K -1,834 -64%
ACA
449
Atlas Capital Advisors
Wyoming
$408K +$39.2K +100 +11%
APG
450
Abacus Planning Group
South Carolina
$396K +$70.1K +179 +22%