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Everest Group

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
451
Traynor Capital Management
Pennsylvania
$466K +$35.4K +100 +8%
CFAM
452
Center For Asset Management
Florida
$461K +$461K +1,304 New
EAM
453
Erste Asset Management
Austria
$458K
SI
454
Stephens Inc
Arkansas
$455K -$354 -1 -0.1%
CIP
455
Capital Insight Partners
Arizona
$455K +$195K +551 +75%
Truist Financial
456
Truist Financial
North Carolina
$450K +$37.5K +106 +9%
DADC
457
D.A. Davidson & Co
Montana
$444K +$3.89K +11 +0.9%
CCM
458
Cinctive Capital Management
New York
$444K -$1.49M -4,207 -77%
CAG
459
Csenge Advisory Group
Florida
$438K +$438K +1,238 New
HNB
460
Huntington National Bank
Ohio
$437K +$2.83K +8 +0.7%
GT
461
Greenleaf Trust
Michigan
$436K +$3.18K +9 +0.7%
IWC
462
Integrated Wealth Concepts
Massachusetts
$429K +$429K +1,214 New
WG
463
Winton Group
United Kingdom
$428K +$10.6K +30 +3%
ACA
464
Atlas Capital Advisors
Wyoming
$415K +$23K +65 +6%
CCA
465
Checchi Capital Advisers
California
$414K -$1.06K -3 -0.3%
TMAM
466
Tokio Marine Asset Management
Japan
$407K +$8.84K +25 +2%
CAM
467
Cresset Asset Management
Illinois
$405K +$104K +295 +35%
TRIA
468
Trail Ridge Investment Advisors
Colorado
$402K +$8.84K +25 +2%
APM
469
Advanced Portfolio Management
New York
$397K +$397K +1,123 New
WSC
470
Wellington Shields & Co
New York
$389K
PCS
471
Personal CFO Solutions
New Jersey
$386K +$386K +1,092 New
EGA
472
E&G Advisors
Texas
$382K +$99.1K +280 +35%
CAMG
473
CWA Asset Management Group
Florida
$378K +$378K +1,069 New
1WA
474
180 Wealth Advisors
Washington
$374K +$8.32K +23 +2%
MCM
475
MAI Capital Management
Ohio
$373K -$707 -2 -0.2%