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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 %
MSFS
501
Main Street Financial Solutions
Pennsylvania
$261K +$261K +667 New
DEA
502
DoubleLine ETF Adviser
Florida
$261K -$20K -51 -7%
CM
503
Crestline Management
Texas
$256K +$256K +654 New
TYCC
504
Texas Yale Capital Corp
Florida
$255K
QC
505
Quent Capital
New York
$253K +$2.75K +7 +1%
AA
506
AlphaCentric Advisors
Puerto Rico
$249K -$9.01K -23 -3%
ST
507
Smithfield Trust
Pennsylvania
$247K
CL
508
Choreo LLC
Illinois
$247K +$247K +623 New
FIA
509
Foundations Investment Advisors
Arizona
$245K +$245K +624 New
Lido Advisors
510
Lido Advisors
California
$243K +$3.14K +8 +1%
BAM
511
Blueshift Asset Management
New Jersey
$243K -$94.8K -242 -28%
WPC
512
Wedmont Private Capital
Pennsylvania
$238K +$10.8K +29 +5%
NIM
513
NEOS Investment Management
Connecticut
$237K
SFI
514
Siemens Fonds Invest
Germany
$234K +$234K +598 New
HI
515
Horizon Investments
North Carolina
$230K -$19.2K -49 -8%
EH
516
Equitable Holdings
New York
$226K +$226K +576 New
PA
517
Parallel Advisors
California
$223K -$16.8K -43 -7%
ST
518
Somerset Trust
Pennsylvania
$221K +$7.05K +18 +3%
CF
519
Centaurus Financial
California
$220K +$220K +562 New
Envestnet Portfolio Solutions
520
Envestnet Portfolio Solutions
Illinois
$220K -$75.6K -193 -26%
ECG
521
Edge Capital Group
Georgia
$217K
DWM
522
Darwin Wealth Management
Florida
$215K -$9.41K -24 -4%
BCP
523
Blackhawk Capital Partners
Wisconsin
$214K +$214K +546 New
BC
524
Burney Company
Virginia
$214K
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$212K -$2.74K -7 -1%