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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 %
FHA
526
First Horizon Advisors
Tennessee
$11.6K -$3.42K -10 -23%
RFG
527
RFP Financial Group
Georgia
$10.6K
PTC
528
Private Trust Company
Ohio
$10.3K -$342 -1 -3%
CFO
529
CVA Family Office
Colorado
$10.3K
C
530
Covestor
United Kingdom
$10K -$81.8K -229 -89%
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$9.23K -$1.03K -3 -10%
MCM
532
MV Capital Management
Maryland
$8.89K +$1.03K +3 +13%
JWA
533
JFS Wealth Advisors
Pennsylvania
$8.55K
FGAM
534
Financial Gravity Asset Management
Texas
$8.4K -$393 -16 -4%
HI
535
Harbour Investments
Wisconsin
$8.21K
PB
536
Pinnacle Bancorp
Nebraska
$7.86K
CWM
537
Cranbrook Wealth Management
Michigan
$6.84K
HCM
538
Hollencrest Capital Management
California
$6.84K
IA
539
IFP Advisors
Florida
$6.15K +$5.47K +16 +800%
GKIM
540
GW&K Investment Management
Massachusetts
$6K +$6K +18 New
WWP
541
WR Wealth Planners
Missouri
$5.81K -$4.1K -12 -41%
SIS
542
Sound Income Strategies
Florida
$5.81K +$5.81K +17 New
TWC
543
TD Waterhouse Canada
Ontario, Canada
$5.8K -$1.37K -4 -19%
PPC
544
Park Place Capital
Alabama
$5.42K -$7.32K -27 -57%
HFM
545
Harvest Fund Management
China
$5K -$141K -422 -97%
IBOK
546
Independence Bank of Kentucky
Kentucky
$4.1K +$4.1K +12 New
SIC
547
SJS Investment Consulting
Ohio
$3.42K -$342 -1 -9%
BIA
548
Bell Investment Advisors
California
$3.42K
PFP
549
Pinnacle Financial Partners
Tennessee
$3.42K
AF
550
Advisornet Financial
Minnesota
$3.08K -$9.92K -29 -76%