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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 %
WA
501
Wealthstar Advisors
Texas
$294K -$119K -336 -29%
FIM
502
Freedom Investment Management
Connecticut
$289K -$20.9K -59 -7%
CL
503
CSS LLC
Illinois
$283K
CMI
504
Clare Market Investments
Texas
$283K +$283K +800 New
FA
505
FDx Advisors
Illinois
$281K +$281K +795 New
RIA
506
Realta Investment Advisors
Delaware
$280K +$280K +791 New
AG
507
Ascent Group
Virginia
$267K +$267K +739 New
DEA
508
DoubleLine ETF Adviser
Florida
$263K +$27.2K +77 +12%
RAM
509
Ramirez Asset Management
New York
$262K
AA
510
AlphaCentric Advisors
Puerto Rico
$259K +$158K +446 +155%
Commonwealth Equity Services
511
Commonwealth Equity Services
Massachusetts
$259K +$34.3K +97 +15%
AA
512
Ancora Advisors
Ohio
$256K
SFA
513
Sequoia Financial Advisors
Ohio
$252K +$252K +713 New
BCV
514
Banque Cantonale Vaudoise
Switzerland
$252K
Bessemer Group
515
Bessemer Group
New Jersey
$248K
CDH
516
Charles D. Hyman
$248K
Northwestern Mutual Wealth Management
517
Northwestern Mutual Wealth Management
Wisconsin
$247K +$26.2K +74 +12%
AAS
518
Avantax Advisory Services
Texas
$247K +$2.12K +6 +0.9%
IGAM
519
iA Global Asset Management
Quebec, Canada
$241K -$19.1K -54 -7%
SC
520
Savant Capital
Illinois
$240K -$2.83K -8 -1%
CTC
521
Central Trust Company
Missouri
$238K -$25.5K -72 -10%
RDWM
522
Red Door Wealth Management
Tennessee
$237K
CIBC World Market
523
CIBC World Market
Ontario, Canada
$232K +$232K +656 New
TYCC
524
Texas Yale Capital Corp
Florida
$230K
WPC
525
Wedmont Private Capital
Pennsylvania
$229K +$16.4K +44 +8%