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Everest Group

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
501
Achmea Investment Management
Netherlands
$38K
Loomis, Sayles & Company
502
Loomis, Sayles & Company
Massachusetts
$38K +$2.05K +6 +6%
TIM
503
Thompson Investment Management
Wisconsin
$35.6K
BFEC
504
Benjamin F. Edwards & Company
Missouri
$34K
FCA
505
FinTrust Capital Advisors
South Carolina
$31.1K
CT
506
Cambridge Trust
Massachusetts
$30.8K
DIP
507
DT Investment Partners
Pennsylvania
$29.5K
HWA
508
Heritage Wealth Advisors
Virginia
$27.3K
TCA
509
Trifecta Capital Advisors
Illinois
$27.3K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$24.6K +$11.3K +33 +85%
AF
511
Allworth Financial
California
$23.6K +$4.79K +14 +25%
MFT
512
Moisand Fitzgerald Tamayo
Florida
$21.9K
LC
513
Lindbrook Capital
California
$21.5K -$684 -2 -3%
ZB
514
Zions Bancorporation
Utah
$21.2K
BTI
515
Blue Trust Inc
Georgia
$21K -$12.7K -35 -38%
Twin Tree Management
516
Twin Tree Management
Texas
$19.1K +$19.1K +56 New
PSB
517
Piscataqua Savings Bank
New Hampshire
$19.1K -$1.71K -5 -8%
IAIM
518
Industrial Alliance Investment Management
Quebec, Canada
$19K -$249K -735 -93%
SSG
519
Summit Securities Group
New York
$19K -$6.33K -19 -25%
RTC
520
Riverview Trust Company
Washington
$18.8K
TPCW
521
TD Private Client Wealth
New York
$16.8K -$169K -495 -91%
TAIM
522
TD Ameritrade Investment Management
Nebraska
$16K -$3.67K -11 -19%
GIA
523
GHP Investment Advisors
Colorado
$14.6K
BAAM
524
Baker Avenue Asset Management
California
$13.3K +$13.3K +39 New
CCC
525
Chelsea Counsel Company
California
$12K