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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 %
LC
576
Lindbrook Capital
California
$34.5K -$12.1K -31 -26%
CA
577
Clearstead Advisors
Ohio
$34.1K
Jones Financial Companies
578
Jones Financial Companies
Missouri
$33.7K +$8.33K +21 +33%
DIP
579
DT Investment Partners
Pennsylvania
$32.1K -$3.53K -9 -10%
CH
580
Cromwell Holdings
Wyoming
$32.1K
TCA
581
Trifecta Capital Advisors
Illinois
$31.3K
HWA
582
Heritage Wealth Advisors
Virginia
$31.3K
VWM
583
Venturi Wealth Management
Texas
$30.6K -$3.14K -8 -9%
BGAI
584
Bruce G. Allen Investments
Colorado
$30.6K +$20.4K +52 +200%
MRCM
585
M&R Capital Management
New Jersey
$29.4K +$29.4K +75 New
AF
586
Allworth Financial
California
$26.7K -$2.75K -7 -9%
GM
587
GeoWealth Management
Illinois
$26.3K +$26.3K +67 New
NL
588
NVWM LLC
Pennsylvania
$25.9K +$1.18K +3 +5%
UB
589
UMB Bank
Missouri
$25.5K +$2.35K +6 +10%
MFT
590
Moisand Fitzgerald Tamayo
Florida
$25.1K
SAM
591
Smartleaf Asset Management
Massachusetts
$23.5K +$16K +40 +211%
PSB
592
Piscataqua Savings Bank
New Hampshire
$21.9K
RTC
593
Riverview Trust Company
Washington
$21.6K
RFS
594
Richardson Financial Services
Massachusetts
$21K
AAG
595
Armstrong Advisory Group
Massachusetts
$20K +$20K +51 New
BWP
596
Baldwin Wealth Partners
Massachusetts
$19.6K +$19.6K +50 New
FHA
597
First Horizon Advisors
Tennessee
$19.6K +$2.35K +6 +14%
HI
598
Harbour Investments
Wisconsin
$18K
TPCW
599
TD Private Client Wealth
New York
$16.8K -$2.74K -7 -14%
GIA
600
GHP Investment Advisors
Colorado
$16.1K +$16.1K +41 New