We are live on ! Find out more
EG icon

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
RFG
551
RFP Financial Group
Georgia
$11.5K
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$10K
IFAM
553
Institutional & Family Asset Management
Colorado
$10K +$9.8K +27 New
MCM
554
MV Capital Management
Maryland
$9.29K -$363 -1 -4%
JWA
555
JFS Wealth Advisors
Pennsylvania
$9.29K
PB
556
Pinnacle Bancorp
Nebraska
$8.55K
SFG
557
Steward Financial Group
Texas
$8K +$8.35K +23 New
HCM
558
Hollencrest Capital Management
California
$7.43K
GKIM
559
GW&K Investment Management
Massachusetts
$7K
CAL
560
Capital Analysts LLC
Pennsylvania
$7K +$3.99K +11 +157%
CA
561
Clearstead Advisors
Ohio
$5.2K +$5.08K +14 New
LFA
562
LGT Financial Advisors
Texas
$4.83K +$4.72K +13 New
TWC
563
TD Waterhouse Canada
Ontario, Canada
$4.51K -$1.81K -5 -29%
SIC
564
SJS Investment Consulting
Ohio
$4.09K +$363 +1 +10%
FMP
565
Financial Management Professionals
Texas
$3K
AF
566
Advisornet Financial
Minnesota
$2.6K -$726 -2 -22%
SCA
567
Stonebridge Capital Advisors
Minnesota
$2.6K
WTA
568
Washington Trust Advisors
Massachusetts
$2.46K +$2.54K +7 New
BIA
569
Bell Investment Advisors
California
$2.23K -$1.45K -4 -40%
JFA
570
JNBA Financial Advisors
Minnesota
$2.23K
MCM
571
Manchester Capital Management
Vermont
$1.86K -$363 -1 -17%
WWP
572
WR Wealth Planners
Missouri
$1.86K -$4.36K -12 -71%
WT
573
Washington Trust
Rhode Island
$1.86K
CWC
574
Carolinas Wealth Consulting
North Carolina
$1.19K
IA
575
IFP Advisors
Florida
$1.12K -$5.44K -15 -83%