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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 %
CI Investments Inc
476
CI Investments Inc
Ontario, Canada
$368K +$147K +415 +66%
VWM
477
Vivid Wealth Management
Iowa
$366K +$366K +1,036 New
MC
478
Moors & Cabot
Massachusetts
$365K +$82K +232 +29%
EFI
479
EHP Funds Inc
Canada
$354K -$212K -600 -38%
CF
480
Centaurus Financial
California
$345K +$345K +975 New
P
481
Pitcairn
Pennsylvania
$341K +$707 +2 +0.2%
KeyBank National Association
482
KeyBank National Association
Ohio
$341K -$32.9K -93 -9%
FI
483
FJ Investments
Utah
$338K +$338K +955 New
MOS
484
MGO One Seven
Ohio
$329K +$329K +930 New
VI
485
Vestcor Inc
New Brunswick, Canada
$325K -$2.83K -8 -0.9%
FFM
486
Forum Financial Management
Illinois
$321K
AIA
487
Arrow Investment Advisors
Maryland
$317K -$70K -198 -18%
ALAM
488
Asahi Life Asset Management
Japan
$316K +$46K +130 +17%
Lido Advisors
489
Lido Advisors
California
$316K +$107K +303 +51%
CGL
490
Clarius Group LLC
Washington
$312K -$7.78K -22 -2%
BPC
491
Banque Pictet & Cie
Switzerland
$311K +$311K +667 New
CCB
492
Cutter & Co Brokerage
Missouri
$309K +$309K +874 New
TA
493
TFB Advisors
Kansas
$309K +$309K +873 New
Fifth Third Bancorp
494
Fifth Third Bancorp
Ohio
$308K +$41.7K +118 +16%
UCFA
495
United Capital Financial Advisors
Texas
$305K +$305K +863 New
RJT
496
Raymond James Trust
Florida
$305K -$81.3K -230 -21%
IC
497
IEQ Capital
California
$304K -$35.7K -101 -11%
JCIA
498
Jackson Creek Investment Advisors
Colorado
$301K +$301K +852 New
KFC
499
Klingenstein Fields & Co
New York
$301K
AA
500
ALPS Advisors
Colorado
$295K -$19.4K -55 -6%