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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 %
LCGC
451
Legacy Capital Group California
California
$239K +$239K +667 New
TRCT
452
Tower Research Capital (TRC)
New York
$236K -$60.5K -169 -20%
TYCC
453
Texas Yale Capital Corp
Florida
$233K
Group One Trading
454
Group One Trading
Illinois
$228K +$228K +637 New
TIA
455
Trust Investment Advisors
Indiana
$226K +$226K +631 New
ST
456
Smithfield Trust
Pennsylvania
$225K
QC
457
Quent Capital
New York
$223K
WPC
458
Wedmont Private Capital
Pennsylvania
$221K +$221K +606 New
FP
459
Foundry Partners
Minnesota
$219K +$219K +611 New
Assenagon Asset Management
460
Assenagon Asset Management
Luxembourg
$212K -$29K -81 -12%
MAM
461
Meeder Asset Management
Ohio
$208K -$71.6K -200 -26%
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$201K +$2.51K +7 +1%
TPCW
463
TD Private Client Wealth
New York
$195K -$141K -395 -42%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$193K +$5.73K +16 +3%
WB
465
Webster Bank
Connecticut
$179K
AIP
466
Ameritas Investment Partners
Nebraska
$174K
AI
467
AXS Investments
New York
$163K -$1.79K -5 -1%
GBT
468
Grove Bank & Trust
Florida
$163K +$7.16K +20 +5%
HFM
469
Harvest Fund Management
China
$156K +$102K +285 +188%
UAML
470
US Asset Management LLC
Pennsylvania
$139K -$5.37K -15 -4%
Parallax Volatility Advisers
471
Parallax Volatility Advisers
California
$129K -$378K -1,056 -75%
ASN
472
Advisory Services Network
Georgia
$108K -$11.1K -31 -9%
SIM
473
Sentry Investment Management
Wisconsin
$92K
C
474
Covestor
United Kingdom
$92K +$15.4K +43 +20%
WTC
475
WhitTier Trust Company
Nevada
$91.3K