EG icon

Everest Group

665 hedge funds and large institutions have $15.4B invested in Everest Group in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+42
Holders Change %
+6.74%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
100
Increased
230
Reduced
232
Closed
50
Calls
$33.7M
Puts
$86.4M
Net Calls
-$52.7M
Net Calls Change
-$37.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
476
Impact Partnership Wealth
Georgia
$326K +$326K +833 New
UCFA
477
United Capital Financial Advisors
Texas
$325K -$2.35K -6 -0.7%
DADC
478
D.A. Davidson & Co
Montana
$321K -$82.7K -211 -20%
GCM
479
Graham Capital Management
Connecticut
$321K +$321K +819 New
MPM
480
MBB Public Markets
Illinois
$317K -$1M -2,563 -76%
QCM
481
Qsemble Capital Management
New York
$304K -$568K -1,449 -65%
SWM
482
Sculati Wealth Management
Michigan
$304K +$304K +775 New
EWA
483
EP Wealth Advisors
California
$302K +$302K +771 New
VSQM
484
V-Square Quantitative Management
Illinois
$301K +$22.7K +58 +8%
SOW
485
State of Wyoming
Wyoming
$300K +$242K +617 +414%
WWM
486
Waterway Wealth Management
Texas
$295K +$295K +752 New
TPA
487
Trivium Point Advisory
Connecticut
$292K +$6.67K +18 +2%
RAM
488
Ramirez Asset Management
New York
$290K
FHA
489
Flagship Harbor Advisors
Massachusetts
$284K +$284K +725 New
AA
490
Ancora Advisors
Ohio
$284K
QIM
491
Quantitative Investment Management
Virginia
$283K +$283K +723 New
PA
492
Profund Advisors
Maryland
$280K +$32.5K +83 +13%
PCMC
493
Paragon Capital Management (Colorado)
Colorado
$279K +$1.57K +4 +0.6%
Capstone Investment Advisors
494
Capstone Investment Advisors
New York
$278K -$239K -611 -46%
MC
495
Moors & Cabot
Massachusetts
$273K +$1.18K +3 +0.4%
CCM
496
Coldstream Capital Management
Washington
$272K +$29.4K +76 +12%
AG
497
Ascent Group
Virginia
$269K +$39.6K +101 +17%
HA
498
HFG Advisors
Ohio
$264K
MFIM
499
Mesirow Financial Investment Management
Illinois
$262K +$262K +669 New
RDWM
500
Red Door Wealth Management
Tennessee
$262K