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Everest Group

587 hedge funds and large institutions have $15.1B invested in Everest Group in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 224 increasing their positions, 206 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 61

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $13.7B → $15.1B (+$1.41B)

1% more funds holding

Funds holding: 581587 (+6)

9% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 206

8.89% less ownership

Funds ownership: 101.88%92.99% (-8.9%)

38% less call options, than puts

Call options by funds: $49.2M | Put options by funds: $79.4M

Holders
587
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
9.32%
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
224
Reduced
206
Closed
61
Calls
$49.2M
Puts
$79.4M
Net Calls
-$30.1M
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
526
DT Investment Partners
Pennsylvania
$30.5K
HWA
527
Heritage Wealth Advisors
Virginia
$29.7K
TCA
528
Trifecta Capital Advisors
Illinois
$29.7K
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$28.6K +$1.81K +5 +7%
C
530
Covestor
United Kingdom
$27K +$16K +44 +157%
AF
531
Allworth Financial
California
$25.3K -$363 -1 -1%
PTC
532
Private Trust Company
Ohio
$24.5K +$13.1K +36 +120%
MFT
533
Moisand Fitzgerald Tamayo
Florida
$23.8K
LC
534
Lindbrook Capital
California
$23.8K +$363 +1 +2%
IG
535
ING Group
Netherlands
$23.8K +$23.2K +64 New
CT
536
Caldwell Trust
Florida
$23K
ZB
537
Zions Bancorporation
Utah
$23K
PSB
538
Piscataqua Savings Bank
New Hampshire
$20.8K
RTC
539
Riverview Trust Company
Washington
$20.4K
BTI
540
Blue Trust Inc
Georgia
$19K -$726 -2 -3%
TPCW
541
TD Private Client Wealth
New York
$17.8K -$363 -1 -2%
GIA
542
GHP Investment Advisors
Colorado
$16.3K
HI
543
Harbour Investments
Wisconsin
$15.6K +$6.53K +18 +75%
BC
544
Barrett & Company
Rhode Island
$14.9K +$14.5K +40 New
TFA
545
Toth Financial Advisory
Virginia
$14.9K +$14.5K +40 New
GRP
546
Global Retirement Partners
California
$13.1K +$11.3K +31 +1,033%
CCC
547
Chelsea Counsel Company
California
$13K
PFA
548
Pathway Financial Advisers
Indiana
$13K +$12.7K +35 New
HWP
549
Hibernia Wealth Partners
Louisiana
$12.3K +$12K +33 New
FHA
550
First Horizon Advisors
Tennessee
$11.9K -$726 -2 -6%