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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 %
AAP
551
Arax Advisory Partners
Colorado
$78.8K
FFC
552
First Financial Corp
Indiana
$78.4K
CFM
553
Catalyst Funds Management
Australia
$78.4K +$78.4K +200 New
SIM
554
Sentry Investment Management
Wisconsin
$74K
WSFS
555
Wilmington Savings Fund Society
Delaware
$63.9K +$63.9K +163 New
KFI
556
Key Financial Inc
Pennsylvania
$62.3K
PCM
557
Penserra Capital Management
California
$61K +$389 +1 +0.6%
HT
558
Headlands Technologies
Illinois
$60.3K -$32.1K -82 -35%
WTC
559
WhitTier Trust Company
Nevada
$59.9K
EWA
560
EverSource Wealth Advisors
Alabama
$57.6K -$41.1K -105 -42%
ACM
561
Aster Capital Management
United Arab Emirates
$55.6K +$55.6K +142 New
PFBT
562
Parkside Financial Bank & Trust
Missouri
$52.1K -$784 -2 -1%
PTC
563
Private Trust Company
Ohio
$51.7K +$17.6K +45 +52%
TFA
564
Toth Financial Advisory
Virginia
$50.9K
GWSG
565
GPS Wealth Strategies Group
Colorado
$50.5K
Loomis, Sayles & Company
566
Loomis, Sayles & Company
Massachusetts
$50K -$34.6K -88 -41%
ANBT
567
American National Bank & Trust
Texas
$49.4K +$21.9K +56 +80%
MA
568
Montag & Associates
Georgia
$43.1K
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$40.8K -$4.31K -11 -10%
TIM
570
Thompson Investment Management
Wisconsin
$40.8K
OSNBOA
571
Old Second National Bank of Aurora
Illinois
$40.4K
BIG
572
Brooklyn Investment Group
New York
$39.2K +$39.2K +100 New
FCA
573
FinTrust Capital Advisors
South Carolina
$36.8K
GWM
574
Geneos Wealth Management
Colorado
$35.7K +$35.7K +91 New
EB
575
Eastern Bank
Massachusetts
$35.3K +$35.3K +90 New