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Everest Group

582 hedge funds and large institutions have $15B invested in Everest Group in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+6
Holders Change %
+1.04%
% of All Funds
9.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
71
Increased
221
Reduced
205
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
501
Harvest Fund Management
China
$98K +$92.5K +250 +1,667%
SIM
502
Sentry Investment Management
Wisconsin
$93K -$2.6K -7 -3%
ADL
503
Asset Dedication LLC
California
$93K
SOW
504
State of Wyoming
Wyoming
$92.2K +$92.2K +248 New
CT
505
Colonial Trust
South Carolina
$90.7K +$743 +2 +0.8%
VCM
506
Versant Capital Management
Arizona
$88.8K -$743 -2 -0.8%
EWA
507
EverSource Wealth Advisors
Alabama
$86.6K +$372 +1 +0.4%
FFC
508
First Financial Corp
Indiana
$74.3K
QCG
509
Quadrant Capital Group
Ohio
$69.1K
FFA
510
Farther Finance Advisors
California
$62.8K +$4.46K +12 +8%
SPIA
511
Steward Partners Investment Advisory
New York
$61.7K +$58.7K +158 +1,975%
KFI
512
Key Financial Inc
Pennsylvania
$59.1K
GWSG
513
GPS Wealth Strategies Group
Colorado
$56.5K
S
514
SignatureFD
Georgia
$53.1K +$5.58K +15 +12%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$51.3K +$372 +1 +0.7%
Loomis, Sayles & Company
516
Loomis, Sayles & Company
Massachusetts
$44K +$2.61K +7 +6%
TIM
517
Thompson Investment Management
Wisconsin
$38.7K
BFEC
518
Benjamin F. Edwards & Company
Missouri
$37K
JWM
519
Janiczek Wealth Management
Colorado
$36.1K +$34.6K +93 +2,325%
FCA
520
FinTrust Capital Advisors
South Carolina
$34.9K
CT
521
Cambridge Trust
Massachusetts
$33.5K
DIP
522
DT Investment Partners
Pennsylvania
$30.5K
HWA
523
Heritage Wealth Advisors
Virginia
$29.7K
TCA
524
Trifecta Capital Advisors
Illinois
$29.7K
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$28.6K +$1.86K +5 +7%