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Everest Group

634 hedge funds and large institutions have $16.1B invested in Everest Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-27
Holders Change %
-4.08%
% of All Funds
9.19%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
70
Increased
216
Reduced
265
Closed
92
Calls
$41.1M
Puts
$65.4M
Net Calls
-$24.3M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
551
Montag & Associates
Georgia
$43.7K
TIM
552
Thompson Investment Management
Wisconsin
$41.3K
BFEC
553
Benjamin F. Edwards & Company
Missouri
$40K
FCA
554
FinTrust Capital Advisors
South Carolina
$37.4K
CT
555
Cambridge Trust
Massachusetts
$35.8K
PTC
556
Private Trust Company
Ohio
$35.4K +$9.14K +23 +35%
TPCW
557
TD Private Client Wealth
New York
$33.8K +$12.3K +31 +57%
BTI
558
Blue Trust Inc
Georgia
$33.4K +$23.5K +59 +236%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$33.4K
CA
560
Clearstead Advisors
Ohio
$33.2K
DIP
561
DT Investment Partners
Pennsylvania
$32.6K
HWA
562
Heritage Wealth Advisors
Virginia
$31.8K
TCA
563
Trifecta Capital Advisors
Illinois
$31.8K
JWM
564
Janiczek Wealth Management
Colorado
$30.2K
LC
565
Lindbrook Capital
California
$28.2K -$13.5K -34 -32%
AF
566
Allworth Financial
California
$27.4K -$398 -1 -1%
MFT
567
Moisand Fitzgerald Tamayo
Florida
$25.4K
ZB
568
Zions Bancorporation
Utah
$24.6K -$398 -1 -2%
NL
569
NVWM LLC
Pennsylvania
$22.7K +$22.7K +57 New
PSB
570
Piscataqua Savings Bank
New Hampshire
$22.3K
RFS
571
Richardson Financial Services
Massachusetts
$21.9K -$3.18K -8 -13%
RTC
572
Riverview Trust Company
Washington
$21.9K +$21.9K +55 New
Jones Financial Companies
573
Jones Financial Companies
Missouri
$21.1K +$17.9K +45 +563%
HI
574
Harbour Investments
Wisconsin
$18.3K -$1.59K -4 -8%
BC
575
Barrett & Company
Rhode Island
$15.9K