EG icon

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 %
BAM
476
Belpointe Asset Management
Nevada
$90.8K +$48.1K +134 +113%
ADL
477
Asset Dedication LLC
California
$90K
PA
478
Parallel Advisors
California
$89.5K +$6.8K +19 +8%
VCM
479
Versant Capital Management
Arizona
$85.2K -$1.07K -3 -1%
CT
480
Colonial Trust
South Carolina
$84.5K
EWA
481
EverSource Wealth Advisors
Alabama
$82.7K +$358 +1 +0.4%
FCA
482
Fortis Capital Advisors
Kansas
$81.6K +$81.6K +228 New
AS
483
Altshuler Shaham
Israel
$78K +$78K +218 New
QCG
484
Quadrant Capital Group
Ohio
$71.6K +$6.8K +19 +10%
FFC
485
First Financial Corp
Indiana
$71.6K
KFI
486
Key Financial Inc
Pennsylvania
$56.9K
FFA
487
Farther Finance Advisors
California
$56.2K
IG
488
ING Group
Netherlands
$55.5K -$5.73M -16,004 -99%
GWSG
489
GPS Wealth Strategies Group
Colorado
$54.4K +$54.4K +152 New
CFB
490
Cullen/Frost Bankers
Texas
$53.7K
S
491
SignatureFD
Georgia
$52.3K +$716 +2 +1%
PFBT
492
Parkside Financial Bank & Trust
Missouri
$50.8K +$2.86K +8 +6%
CA
493
Clearstead Advisors
Ohio
$44.8K +$44.8K +125 New
FAM
494
Fred Alger Management
New York
$44.4K +$44.4K +124 New
AIM
495
Achmea Investment Management
Netherlands
$40K -$647K -1,796 -94%
Loomis, Sayles & Company
496
Loomis, Sayles & Company
Massachusetts
$38K +$14.1K +39 +59%
TIM
497
Thompson Investment Management
Wisconsin
$37.2K +$37.2K +104 New
BFEC
498
Benjamin F. Edwards & Company
Missouri
$36K
EI
499
Ellevest Inc
New York
$32.9K +$14K +39 +74%
CT
500
Cambridge Trust
Massachusetts
$32.2K