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Everest Group

685 hedge funds and large institutions have $14.6B invested in Everest Group in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+20
Holders Change %
+3.01%
% of All Funds
9.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
97
Increased
259
Reduced
241
Closed
65
Calls
$141M
Puts
$124M
Net Calls
+$17.2M
Net Calls Change
+$69.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
551
Principal Securities
Iowa
$180K -$385K -1,063 -68%
WBC
552
Westpac Banking Corp
Australia
$176K -$202K -558 -53%
AIP
553
Ameritas Investment Partners
Nebraska
$159K
Bessemer Group
554
Bessemer Group
New Jersey
$155K -$166K -457 -52%
GBT
555
Grove Bank & Trust
Florida
$145K -$7.25K -20 -5%
HFS
556
Hantz Financial Services
Michigan
$144K -$4.73K -13 -3%
SPIA
557
Steward Partners Investment Advisory
New York
$142K +$9.06K +25 +7%
CAWM
558
Capital A Wealth Management
Pennsylvania
$137K +$137K +379 New
SC
559
Steph & Co
Wisconsin
$133K +$12.7K +35 +11%
BTI
560
Blue Trust Inc
Georgia
$127K -$37K -102 -23%
S
561
SignatureFD
Georgia
$117K -$76.8K -212 -40%
PSFG
562
Park Square Financial Group
Georgia
$104K +$104K +288 New
AWM
563
Avior Wealth Management
Nebraska
$93.2K +$17K +47 +22%
PCM
564
Penserra Capital Management
California
$93K +$36.8K +103 +66%
TFA
565
Transamerica Financial Advisors
Florida
$92K -$100K -277 -52%
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$92K -$20.6K -57 -18%
ADL
567
Asset Dedication LLC
California
$90.6K
VCM
568
Versant Capital Management
Arizona
$87K -$725 -2 -0.8%
EWA
569
EverSource Wealth Advisors
Alabama
$76.5K +$23.2K +64 +44%
QCG
570
Quadrant Capital Group
Ohio
$73.2K -$7.25K -20 -9%
CIAM
571
Caitong International Asset Management
Hong Kong
$72.9K +$72.9K +201 New
FFC
572
First Financial Corp
Indiana
$72.5K
PTC
573
Private Trust Company
Ohio
$71K +$23.2K +64 +48%
WSFS
574
Wilmington Savings Fund Society
Delaware
$70.7K +$11.6K +32 +20%
FFA
575
Farther Finance Advisors
California
$70K -$16.7K -46 -19%