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Everest Group

463 hedge funds and large institutions have $9.29B invested in Everest Group in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $13.5M

5% more funds holding

Funds holding: 439463 (+24)

4% more capital invested

Capital invested by funds: $8.92B → $9.29B (+$361M)

0.88% less ownership

Funds ownership: 95.1%94.22% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 168

Holders
463
Holders Change
+24
Holders Change %
+5.47%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
158
Reduced
168
Closed
36
Calls
$15.4M
Puts
$13.5M
Net Calls
+$1.93M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Blueshift Asset Management
New Jersey
-$339K -1,450 Closed
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
-$247K -1,054 Closed
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
-$137K -582 Closed
FTDI
479
First Trust Direct Indexing
Massachusetts
-$124K -528 Closed
VCG
480
Vantage Consulting Group
Virginia
-$96K -410 Closed
ASN
481
Advisory Services Network
Georgia
-$71K -301 Closed
IA
482
Inspire Advisors
Idaho
-$65K -278 Closed
PWM
483
Perigon Wealth Management
California
-$63K -268 Closed
DWP
484
Destiny Wealth Partners
Florida
-$33K -142 Closed
AL
485
AJO LP
Pennsylvania
-$26K -113 Closed
FCA
486
FinTrust Capital Advisors
South Carolina
-$20K -85 Closed
PWPS
487
Pinnacle Wealth Planning Services
Ohio
-$14K -57 Closed
BBHC
488
Brown Brothers Harriman & Co
New York
-$9K -40 Closed
RPWA
489
Regent Peak Wealth Advisors
Georgia
-$5K -20 Closed
ABC
490
Associated Banc-Corp
Wisconsin
-$3K -14 Closed
SFO
491
Standard Family Office
South Dakota
-$2K -7 Closed
SPIA
492
Steward Partners Investment Advisory
New York
-$1K -6 Closed
CFA
493
Carroll Financial Associates
North Carolina
-$714 -3 -50%
EWM
494
Endurance Wealth Management
Rhode Island
-$476 -2 Closed
APC
495
Aspire Private Capital
North Carolina
+$238 +1 New