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Everest Group

576 hedge funds and large institutions have $13.6B invested in Everest Group in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 215 increasing their positions, 198 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
Holders Change %
0%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
76
Increased
215
Reduced
198
Closed
74
Calls
$37.4M
Puts
$62.8M
Net Calls
-$25.4M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VIA
601
Vident Investment Advisory
Georgia
-$570K -1,593 Closed
II
602
Inspire Investing
Idaho
-$518K -1,448 Closed
WAM
603
Weiss Asset Management
Massachusetts
-$501K -1,400 Closed
LOAMS
604
Lombard Odier Asset Management (Switzerland)
Switzerland
-$498K -1,390 Closed
CM
605
Capula Management
Cayman Islands
-$475K -1,326 Closed
AWM
606
Avior Wealth Management
Nebraska
-$426K -1,191 Closed
HPC
607
HM Payson & Co
Maine
-$394K -1,100 Closed
ETC
608
Exchange Traded Concepts
Oklahoma
-$391K -1,091 Closed
WAM
609
Wakefield Asset Management
Colorado
-$376K -1,049 Closed
1WA
610
180 Wealth Advisors
Washington
-$366K -1,021 Closed
KIA
611
KCM Investment Advisors
California
-$364K -1,016 Closed
VI
612
Versor Investments
New York
-$356K -993 Closed
CF
613
Centaurus Financial
California
-$343K -957 Closed
Rockefeller Capital Management
614
Rockefeller Capital Management
New York
-$296K -828 Closed
PCM
615
Prelude Capital Management
New York
-$281K -786 Closed
BC
616
Bridgefront Capital
Texas
-$280K -782 Closed
EIM
617
Essex Investment Management
Massachusetts
-$277K -773 Closed
DWP
618
Destiny Wealth Partners
Florida
-$275K -769 Closed
PCMC
619
Paragon Capital Management (Colorado)
Colorado
-$264K -737 Closed
AA
620
Ancora Advisors
Ohio
-$260K -725 Closed
CBNLCF
621
Cognios Beta Neutral Large Cap Fund
Kansas
-$240K -675 Closed
MCM
622
Monument Capital Management
Virginia
-$240K -671 Closed
BCM
623
Brookstone Capital Management
Illinois
-$240K -659 Closed
Group One Trading
624
Group One Trading
Illinois
-$228K -637 Closed
TIA
625
Trust Investment Advisors
Indiana
-$226K -631 Closed