EG icon

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 %
DWM
526
Dynasty Wealth Management
Florida
$211K -$1.18K -3 -0.6%
S
527
SignatureFD
Georgia
$210K +$71.3K +182 +51%
CFSG
528
Clark Financial Services Group
Missouri
$210K +$210K +536 New
TFA
529
Transamerica Financial Advisors
Florida
$208K +$203K +519 +4,325%
CIBC World Market
530
CIBC World Market
Ontario, Canada
$205K +$205K +524 New
C
531
Covestor
United Kingdom
$204K +$16.9K +43 +9%
EC
532
EntryPoint Capital
New York
$202K +$125K +318 +161%
WB
533
Webster Bank
Connecticut
$196K
BTI
534
Blue Trust Inc
Georgia
$172K +$110K +290 +179%
AIP
535
Ameritas Investment Partners
Nebraska
$172K -$17.2K -44 -9%
GBT
536
Grove Bank & Trust
Florida
$165K -$2.74K -7 -2%
VanEck Associates
537
VanEck Associates
New York
$162K +$9.24K +24 +6%
HFS
538
Hantz Financial Services
Michigan
$160K +$782 +2 +0.5%
SPIA
539
Steward Partners Investment Advisory
New York
$144K +$12.1K +31 +9%
CTC
540
Central Trust Company
Missouri
$141K -$51.7K -132 -27%
SC
541
Steph & Co
Wisconsin
$130K -$4.31K -11 -3%
CI Investments Inc
542
CI Investments Inc
Ontario, Canada
$122K +$32.6K +83 +36%
Walleye Capital
543
Walleye Capital
New York
$118K -$350K -892 -75%
ADL
544
Asset Dedication LLC
California
$98K
CT
545
Colonial Trust
South Carolina
$96.8K +$392 +1 +0.4%
VCM
546
Versant Capital Management
Arizona
$94.8K +$1.18K +3 +1%
FFA
547
Farther Finance Advisors
California
$93.7K +$7.45K +19 +9%
GRP
548
Global Retirement Partners
California
$93.6K +$20K +51 +27%
QCG
549
Quadrant Capital Group
Ohio
$87K -$21.2K -54 -20%
AWM
550
Avior Wealth Management
Nebraska
$82.3K -$10.6K -27 -11%