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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 %
BC
601
Barrett & Company
Rhode Island
$15.7K
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$14.5K
GKIM
603
GW&K Investment Management
Massachusetts
$14K +$2.8K +7 +25%
CCC
604
Chelsea Counsel Company
California
$13.7K
ZB
605
Zions Bancorporation
Utah
$12.5K -$5.49K -14 -30%
PWMG
606
Private Wealth Management Group
New Jersey
$12.5K -$392 -1 -3%
MCM
607
MV Capital Management
Maryland
$12.5K
CFO
608
CVA Family Office
Colorado
$12.1K
AP
609
Atwood & Palmer
Missouri
$12.1K +$12.1K +31 New
CJ
610
Caitlin John
Michigan
$11.9K
W
611
WealthCollab
Washington
$11.8K +$784 +2 +7%
CPA
612
Capital Performance Advisors
California
$11.4K +$11.4K +29 New
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$10.6K
JWA
614
JFS Wealth Advisors
Pennsylvania
$10.2K +$392 +1 +4%
LFG
615
Larson Financial Group
Missouri
$9.8K +$7.84K +20 +400%
HCM
616
Hollencrest Capital Management
California
$7.84K -$45.1K -115 -85%
ATS
617
Ashton Thomas Securities
New York
$7.45K +$7.45K +19 New
HWM
618
Hemington Wealth Management
Virginia
$7K +$7K +20 New
CA
619
Crewe Advisors
Utah
$5.49K
TWC
620
TD Waterhouse Canada
Ontario, Canada
$5.15K -$157K -396 -97%
S
621
Sachetta
Massachusetts
$5.09K -$784 -2 -13%
WAS
622
Winch Advisory Services
Wisconsin
$5.09K
FFO
623
Fortitude Family Office
Arizona
$5.09K
SWM
624
Sugarloaf Wealth Management
Georgia
$5.09K +$5.09K +13 New
FMP
625
Financial Management Professionals
Texas
$5K