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Everest Group

510 hedge funds and large institutions have $11B invested in Everest Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 178 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+34
Holders Change %
+7.14%
% of All Funds
8.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
74
Increased
182
Reduced
178
Closed
31
Calls
$19.8M
Puts
$14.7M
Net Calls
+$5.09M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
451
Atwood & Palmer
Missouri
$18K
M1FG
452
Mach-1 Financial Group
Arkansas
$17K +$14.1K +49 +490%
CCM
453
Covington Capital Management
California
$17K +$16.7K +56 +5,600%
A
454
AustralianSuper
Australia
$15.8K +$7.22K +23,955 +84%
DB
455
Dravo Bay
Delaware
$15.1K +$15.1K +50 New
AF
456
Allworth Financial
California
$15K +$294 +1 +2%
TWA
457
TCI Wealth Advisors
Arizona
$11K
EW
458
Evoke Wealth
California
$11K +$3.46K +11 +46%
CWP
459
Concord Wealth Partners
Virginia
$10K +$3.13K +10 +45%
CFO
460
CVA Family Office
Colorado
$9K +$1.5K +5 +20%
FPS
461
Fieldpoint Private Securities
Connecticut
$8K -$6.08K -19 -43%
EWA
462
EverSource Wealth Advisors
Alabama
$8K +$2.57K +9 +47%
AssetMark Inc
463
AssetMark Inc
California
$8K +$8K +28 New
MCM
464
MV Capital Management
Maryland
$7K
FRA
465
Front Row Advisors
California
$7K
PB
466
Pinnacle Bancorp
Nebraska
$7K
JWA
467
JFS Wealth Advisors
Pennsylvania
$7K +$4.46K +14 +175%
Creative Planning
468
Creative Planning
Kansas
$7K +$7K +22 New
NIC
469
Northwest Investment Counselors
Oregon
$7K +$7K +22 New
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$6K
CWM
471
Cranbrook Wealth Management
Michigan
$6K
GWS
472
Glassman Wealth Services
Virginia
$6K
PMFA
473
Plante Moran Financial Advisors
Michigan
$5K
PCG
474
Private Capital Group
Connecticut
$5K
HR
475
Howe & Rusling
New York
$5K +$667 +2 +15%