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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 %
QC
526
Quent Capital
New York
$229K +$14.1K +40 +7%
DWM
527
Darwin Wealth Management
Florida
$228K -$20.5K -58 -8%
Envestnet Portfolio Solutions
528
Envestnet Portfolio Solutions
Illinois
$228K +$228K +645 New
SAM
529
Sompo Asset Management
Japan
$226K +$226K +640 New
MYLI
530
Meiji Yasuda Life Insurance
Japan
$226K +$226K +640 New
NL
531
NWAM LLC
Washington
$224K +$224K +633 New
ST
532
Smithfield Trust
Pennsylvania
$222K
PA
533
Profund Advisors
Maryland
$222K +$222K +627 New
GSC
534
Ground Swell Capital
South Carolina
$218K +$218K +617 New
HI
535
Horizon Investments
North Carolina
$217K -$650K -1,839 -75%
NIM
536
NEOS Investment Management
Connecticut
$217K +$217K +614 New
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$213K +$3.89K +11 +2%
KAS
538
Kestra Advisory Services
Texas
$207K -$138K -390 -40%
MAM
539
Meeder Asset Management
Ohio
$205K
VSQM
540
V-Square Quantitative Management
Illinois
$195K
WB
541
Webster Bank
Connecticut
$177K
IA
542
IFP Advisors
Florida
$174K +$173K +490 +16,333%
AIP
543
Ameritas Investment Partners
Nebraska
$170K -$15.2K -43 -8%
UM
544
UniSuper Management
Australia
$167K +$60.8K +172 +57%
NA
545
NewEdge Advisors
Louisiana
$164K +$16.6K +47 +11%
PA
546
Parallel Advisors
California
$157K +$12.4K +35 +9%
GBT
547
Grove Bank & Trust
Florida
$154K
SOW
548
State of Wyoming
Wyoming
$154K +$66.5K +188 +76%
HFS
549
Hantz Financial Services
Michigan
$144K
Loomis, Sayles & Company
550
Loomis, Sayles & Company
Massachusetts
$126K +$84.4K +239 +203%