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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 %
HFM
651
Harvest Fund Management
China
$1K -$132K -263 -99%
AW
652
Avion Wealth
Texas
$1K
VNA
653
Valley National Advisers
Pennsylvania
$1K +$333 +1 +50%
SWM
654
Spire Wealth Management
Virginia
$748 +$748 +2 New
FGAM
655
Financial Gravity Asset Management
Texas
$654 -$344
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$415
AWM
657
Abound Wealth Management
Tennessee
$359
HWP
658
Highline Wealth Partners
California
$354
AP
659
Aspect Partners
Virginia
$354 +$354 +1 New
RS
660
Rakuten Securities
Japan
$354 +$354 +1 New
PMFA
661
Plante Moran Financial Advisors
Michigan
$354 +$354 +1 New
RCM
662
Raleigh Capital Management
North Carolina
$354 +$354 +1 New
ECU
663
Egerton Capital (UK)
United Kingdom
-$82.9M -223,093 Closed
ESCM
664
Echo Street Capital Management
New York
-$58.8M -158,216 Closed
CHP
665
Castle Hook Partners
New York
-$17.6M -47,302 Closed
Tudor Investment Corp
666
Tudor Investment Corp
Connecticut
-$8.96M -24,095 Closed
DCM
667
Driehaus Capital Management
Illinois
-$7.25M -19,503 Closed
ECM
668
ExodusPoint Capital Management
New York
-$4.15M -11,156 Closed
Connor, Clark & Lunn Investment Management (CC&L)
669
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.15M -8,473 Closed
II
670
IFM Investors
Australia
-$2.78M -7,481 Closed
MCM
671
Monument Capital Management
Virginia
-$2.47M -6,656 Closed
BAM
672
Ballast Asset Management
Texas
-$2.38M -6,400 Closed
IFU
673
iSAM Funds (UK)
United Kingdom
-$1.95M -5,242 Closed
SC
674
Scotia Capital
Ontario, Canada
-$1.23M -3,297 Closed
DFCM
675
Dark Forest Capital Management
Puerto Rico
-$1.11M -2,977 Closed