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Everest Group

661 hedge funds and large institutions have $14.4B invested in Everest Group in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+79
Holders Change %
+13.57%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
122
Increased
255
Reduced
197
Closed
38
Calls
$26.6M
Puts
$76.1M
Net Calls
-$49.5M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
601
Financial Management Professionals
Texas
$18K +$14.8K +41 +456%
HI
602
Harbour Investments
Wisconsin
$17.7K +$2.83K +8 +19%
BC
603
Barrett & Company
Rhode Island
$14.1K
CBT
604
Central Bank & Trust
Kentucky
$13.4K +$13.4K +38 New
TCWA
605
Turtle Creek Wealth Advisors
Texas
$12.7K +$12.7K +36 New
CCC
606
Chelsea Counsel Company
California
$12.4K
PFA
607
Pathway Financial Advisers
Indiana
$12.4K
WIA
608
Wetzel Investment Advisors
Indiana
$12K +$12K +33 New
CJ
609
Caitlin John
Michigan
$11.9K +$11.9K +34 New
FHA
610
First Horizon Advisors
Tennessee
$11.3K
PWMG
611
Prestige Wealth Management Group
New Jersey
$11K +$9.9K +28 +933%
CFO
612
CVA Family Office
Colorado
$10.6K +$10.6K +30 New
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$9.55K
IFAM
614
Institutional & Family Asset Management
Colorado
$9.55K
JWA
615
JFS Wealth Advisors
Pennsylvania
$9.19K +$354 +1 +4%
FFO
616
Fortitude Family Office
Arizona
$9.19K +$9.19K +26 New
BTI
617
Blue Trust Inc
Georgia
$9K -$11.2K -31 -55%
MCM
618
MV Capital Management
Maryland
$8.84K
RFG
619
RFP Financial Group
Georgia
$7.43K -$3.54K -10 -32%
HCM
620
Hollencrest Capital Management
California
$7.07K
VWM
621
Venturi Wealth Management
Texas
$6.01K +$6.01K +17 New
GKIM
622
GW&K Investment Management
Massachusetts
$6K
SAM
623
Smartleaf Asset Management
Massachusetts
$5.64K +$5.64K +16 New
PWMG
624
Private Wealth Management Group
New Jersey
$4.95K +$4.95K +14 New
BGAI
625
Bruce G. Allen Investments
Colorado
$4.95K +$4.95K +14 New