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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 %
GI
551
GAMMA Investing
California
$126K +$126K +326 New
PCM
552
Penserra Capital Management
California
$122K -$33.7K -96 -22%
EC
553
EntryPoint Capital
New York
$122K +$122K +345 New
CFGS
554
Concourse Financial Group Securities
Alabama
$122K +$122K +344 New
SC
555
Steph & Co
Wisconsin
$119K
GRP
556
Global Retirement Partners
California
$102K +$89K +241 +709%
WTG
557
West Tower Group
Virginia
$91.2K +$91.2K +258 New
ADL
558
Asset Dedication LLC
California
$88K
CT
559
Colonial Trust
South Carolina
$87K +$707 +2 +0.8%
VCM
560
Versant Capital Management
Arizona
$84.5K
C
561
Covestor
United Kingdom
$84K +$58.5K +165 +229%
EWA
562
EverSource Wealth Advisors
Alabama
$83.1K +$707 +2 +0.9%
SIM
563
Sentry Investment Management
Wisconsin
$80K -$8.5K -24 -10%
SPIA
564
Steward Partners Investment Advisory
New York
$74.6K +$15.9K +45 +27%
QCG
565
Quadrant Capital Group
Ohio
$71.8K +$6.01K +17 +9%
QL
566
Quarry LP
New York
$71.4K +$71.4K +202 New
FFC
567
First Financial Corp
Indiana
$70.7K
FFA
568
Farther Finance Advisors
California
$66.5K +$6.72K +19 +11%
S
569
SignatureFD
Georgia
$59.4K +$8.84K +25 +17%
KFI
570
Key Financial Inc
Pennsylvania
$56.2K
WTC
571
WhitTier Trust Company
Nevada
$54.1K -$49.5K -140 -48%
GWSG
572
GPS Wealth Strategies Group
Colorado
$53.7K
ASN
573
Advisory Services Network
Georgia
$51.6K -$81K -229 -61%
SWS
574
SYSTM Wealth Solutions
Illinois
$48.8K +$48.8K +138 New
PFBT
575
Parkside Financial Bank & Trust
Missouri
$48.4K -$354 -1 -0.7%