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Everest Group

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
451
IEQ Capital
California
$249K -$102K -299 -29%
GWM
452
Gitterman Wealth Management
New Jersey
$246K +$246K +718 New
SC
453
Savant Capital
Illinois
$240K +$2.73K +8 +1%
SIM
454
Sandia Investment Management
Massachusetts
$239K +$239K +700 New
CDH
455
Charles D. Hyman
$239K
DWM
456
Darwin Wealth Management
Florida
$238K +$238K +677 New
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$231K +$39.3K +115 +20%
Simplex Trading
458
Simplex Trading
Illinois
$231K +$231K +676 New
GHA
459
GW Henssler & Associates
Georgia
$230K -$75.2K -220 -25%
DEA
460
DoubleLine ETF Adviser
Florida
$223K +$223K +652 New
TYCC
461
Texas Yale Capital Corp
Florida
$222K
GLA
462
Great Lakes Advisors
Illinois
$219K -$7.53M -22,027 -97%
QC
463
Quent Capital
New York
$216K +$2.74K +8 +1%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$216K +$31.1K +91 +17%
ST
465
Smithfield Trust
Pennsylvania
$214K
MG
466
Mather Group
Illinois
$213K +$213K +622 New
WPC
467
Wedmont Private Capital
Pennsylvania
$210K -$3.53K -10 -2%
FP
468
Foundry Partners
Minnesota
$209K
GCP
469
GSA Capital Partners
United Kingdom
$208K -$23.3K -68 -10%
Commonwealth Equity Services
470
Commonwealth Equity Services
Massachusetts
$208K -$3.08K -9 -1%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$206K +$206K +604 New
Assenagon Asset Management
472
Assenagon Asset Management
Luxembourg
$202K
MAM
473
Meeder Asset Management
Ohio
$198K
AIP
474
Ameritas Investment Partners
Nebraska
$179K +$13.7K +40 +8%
WB
475
Webster Bank
Connecticut
$171K