Everest Group Ownership 2024 | Who Owns Everest Group Now?
Institutional Ownership
21.05%
Institutional Holders
366.00
Everest Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 12.31% | 0.04% | 5,344,378 | 16,729 | 0.31% | 2,036,314,905 | Jun 30, 2024 |
BLACKROCK INC. | 9.20% | 0.03% | 3,993,269 | 248,750 | 6.64% | 1,521,515,528 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 8.96% | 0.26% | 3,888,997 | -100,898 | -2.53% | 1,481,785,636 | Jun 30, 2024 |
STATE STREET CORP | 4.45% | 0.03% | 1,931,945 | -3,236 | -0.17% | 736,109,684,000 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 2.95% | 0.15% | 1,281,985 | -1,198 | -0.09% | 488,461,923 | Jun 30, 2024 |
BOSTON PARTNERS | 2.83% | 0.58% | 1,228,678 | 31,221 | 2.61% | 468,060,670 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.63% | 0.04% | 1,139,580 | 96,543 | 9.26% | 434,618,528 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 2.38% | 0.60% | 1,032,479 | 17,885 | 1.76% | 393,394,868 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.18% | 2.21% | 944,350 | 38,250 | 4.22% | 359,816,237 | Jun 30, 2024 |
NORGES BANK | 2.07% | 0.05% | 897,523 | 897,523 | 100.00% | 341,974,213 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.84% | 0.09% | 800,244 | -44,652 | -5.28% | 304,908,968 | Jun 30, 2024 |
INVESCO LTD. | 1.82% | 0.06% | 789,040 | 246,074 | 45.32% | 300,640,023 | Jun 30, 2024 |
ALTRINSIC GLOBAL ADVISORS LLC | 1.48% | 10.94% | 643,573 | -977 | -0.15% | 245,214,185 | Jun 30, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.34% | 0.58% | 580,171 | 134,517 | 30.18% | 221,056,911 | Jun 30, 2024 |
MORGAN STANLEY | 1.25% | 0.02% | 542,627 | -19,552 | -3.48% | 206,752,173 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.23% | 0.05% | 535,121 | 38,254 | 7.70% | 203,891,077 | Jun 30, 2024 |
LSV ASSET MANAGEMENT | 1.10% | 0.40% | 476,433 | 8,654 | 1.85% | 181,531,000 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.06% | 0.05% | 460,233 | -3,642 | -0.79% | 175,357,977 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.97% | 0.04% | 419,529 | -35,836 | -7.87% | 159,848,394 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.89% | 0.03% | 386,751 | -179 | -0.05% | 147,359,866 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALTRINSIC GLOBAL ADVISORS LLC | 1.48% | 10.94% | 643,573 | -977 | -0.15% | 245,214,185 | Jun 30, 2024 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 0.02% | 4.33% | 8,757 | -8,757 | -50.00% | 3,336,592 | Jun 30, 2024 |
PRANA CAPITAL MANAGEMENT, LP | 0.50% | 3.92% | 216,360 | -57,896 | -21.11% | 82,437,487 | Jun 30, 2024 |
GENERAL AMERICAN INVESTORS CO INC | 0.31% | 3.57% | 134,686 | 5,490 | 4.25% | 51,318,060 | Jun 30, 2024 |
ZWEIG-DIMENNA ASSOCIATES LLC | 0.18% | 3.43% | 79,909 | -15,335 | -16.10% | 30,446,927 | Jun 30, 2024 |
GRACE & WHITE INC /NY | 0.11% | 3.38% | 47,232 | -50 | -0.11% | 17,996,280 | Jun 30, 2024 |
NFC INVESTMENTS, LLC | 0.07% | 3.32% | 30,390 | 50 | 0.16% | 11,579,000 | Jun 30, 2024 |
TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD | 0.07% | 2.33% | 31,840 | 1,145 | 3.73% | 12,132,000 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.18% | 2.21% | 944,350 | 38,250 | 4.22% | 359,816,237 | Jun 30, 2024 |
CLOUGH CAPITAL PARTNERS L P | 0.11% | 2.05% | 49,353 | 16,554 | 50.47% | 18,804,480 | Jun 30, 2024 |
ARNHOLD LLC | 0.12% | 2.01% | 49,890 | -163 | -0.33% | 19,009,088 | Jun 30, 2024 |
GRAPHENE INVESTMENTS SAS | 0.02% | 1.96% | 8,200 | -1,100 | -11.83% | 3,124,364 | Jun 30, 2024 |
DUPREE FINANCIAL GROUP, LLC | 0.03% | 1.89% | 10,927 | -2,779 | -20.28% | 4,163,299 | Jun 30, 2024 |
LINGOHR & PARTNER ASSET MANAGEMENT GMBH | 0.00% | 1.87% | 1,962 | - | - | 748,000 | Jun 30, 2024 |
PROSPECTOR PARTNERS LLC | 0.10% | 1.84% | 43,293 | 338 | 0.79% | 16,495,499 | Jun 30, 2024 |
LS INVESTMENT ADVISORS, LLC | 0.05% | 1.41% | 23,636 | -274 | -1.15% | 9,005,789 | Jun 30, 2024 |
VAN DEN BERG MANAGEMENT I, INC | 0.03% | 1.36% | 12,024 | 4,915 | 69.14% | 4,581,384 | Jun 30, 2024 |
MOUNT LUCAS MANAGEMENT LP | 0.03% | 1.34% | 12,286 | 404 | 3.40% | 4,681,212 | Jun 30, 2024 |
CALIFORNIA FIRST LEASING CORP | 0.02% | 1.32% | 7,740 | - | - | 2,949,095 | Jun 30, 2024 |
BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 0.02% | 1.32% | 6,665 | 368 | 5.84% | 2,426,873 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 2.07% | 0.05% | 897,523 | 897,523 | 100.00% | 341,974,213 | Jun 30, 2024 |
BLACKROCK INC. | 9.20% | 0.03% | 3,993,269 | 248,750 | 6.64% | 1,521,515,528 | Jun 30, 2024 |
INVESCO LTD. | 1.82% | 0.06% | 789,040 | 246,074 | 45.32% | 300,640,023 | Jun 30, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.34% | 0.58% | 580,171 | 134,517 | 30.18% | 221,056,911 | Jun 30, 2024 |
MAN GROUP PLC | 0.48% | 0.20% | 208,175 | 105,481 | 102.71% | 79,318,838 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.63% | 0.04% | 1,139,580 | 96,543 | 9.26% | 434,618,528 | Jun 30, 2024 |
ZIMMER PARTNERS, LP | 0.23% | 0.70% | 100,000 | 57,500 | 135.29% | 38,102,000 | Jun 30, 2024 |
KBC GROUP NV | 0.83% | 0.42% | 362,411 | 49,663 | 15.88% | 138,086,000 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.57% | 0.10% | 247,329 | 48,480 | 24.38% | 94,237,295 | Jun 30, 2024 |
BARCLAYS PLC | 0.46% | 0.02% | 199,922 | 48,086 | 31.67% | 76,175,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.23% | 0.05% | 535,121 | 38,254 | 7.70% | 203,891,077 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.18% | 2.21% | 944,350 | 38,250 | 4.22% | 359,816,237 | Jun 30, 2024 |
0.08% | 0.37% | 33,940 | 33,940 | 100.00% | 12,931,687 | Jun 30, 2024 | |
DEUTSCHE BANK AG\ | 0.39% | 0.03% | 170,748 | 33,333 | 24.26% | 65,058,403 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.23% | 0.06% | 100,856 | 32,925 | 48.47% | 38,428,153 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.07% | 0.04% | 32,225 | 32,225 | 100.00% | 12,278,000 | Jun 30, 2024 |
ANDRA AP-FONDEN | 0.07% | 0.21% | 32,200 | 32,200 | 100.00% | 12,268,844 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.16% | 0.06% | 68,432 | 32,091 | 88.31% | 26,073,961 | Jun 30, 2024 |
BOSTON PARTNERS | 2.83% | 0.58% | 1,228,678 | 31,221 | 2.61% | 468,060,670 | Jun 30, 2024 |
SOUTH DAKOTA INVESTMENT COUNCIL | 0.13% | 0.46% | 58,339 | 26,945 | 85.83% | 22,228,000 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS ASSET MANAGEMENT AMERICAS INC | 0.13% | 0.01% | 56,818 | -197,558 | -77.66% | 21,648,794 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.43% | 0.25% | 185,920 | -188,816 | -50.39% | 70,839,238 | Jun 30, 2024 |
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | - | - | - | -145,208 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.15% | 0.00% | 65,678 | -143,434 | -68.59% | 25,024,665 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 8.96% | 0.26% | 3,888,997 | -100,898 | -2.53% | 1,481,785,636 | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.10% | 0.03% | 41,681 | -80,900 | -66.00% | 15,881,295 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.25% | 0.01% | 107,681 | -75,560 | -41.24% | 41,028,646 | Jun 30, 2024 |
FMR LLC | 0.78% | 0.01% | 338,039 | -74,052 | -17.97% | 128,799,545 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.01% | 0.00% | 2,873 | -58,076 | -95.29% | 1,094,670 | Jun 30, 2024 |
PRANA CAPITAL MANAGEMENT, LP | 0.50% | 3.92% | 216,360 | -57,896 | -21.11% | 82,437,487 | Jun 30, 2024 |
WOODLINE PARTNERS LP | - | - | - | -56,452 | -100.00% | - | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.80% | 0.05% | 346,781 | -50,596 | -12.73% | 132,130,497 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -46,414 | -100.00% | - | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.84% | 0.09% | 800,244 | -44,652 | -5.28% | 304,908,968 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.11% | 0.01% | 48,039 | -41,044 | -46.07% | 18,303,820 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.11% | 0.11% | 45,775 | -36,706 | -44.50% | 17,441,188 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -35,900 | -100.00% | - | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.97% | 0.04% | 419,529 | -35,836 | -7.87% | 159,848,394 | Jun 30, 2024 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -35,696 | -100.00% | - | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 0.09% | 0.02% | 37,589 | -34,575 | -47.91% | 14,320,775 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 2.07% | 0.05% | 897,523 | 897,523 | 100.00% | 341,974,213 | Jun 30, 2024 |
0.08% | 0.37% | 33,940 | 33,940 | 100.00% | 12,931,687 | Jun 30, 2024 | |
COLONY GROUP, LLC | 0.07% | 0.04% | 32,225 | 32,225 | 100.00% | 12,278,000 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.05% | 0.20% | 23,090 | 23,090 | 100.00% | 8,797,752 | Jun 30, 2024 |
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.04% | 0.02% | 15,618 | 15,618 | 100.00% | 5,950,770 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.03% | 0.06% | 14,056 | 14,056 | 100.00% | 5,355,617 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.06% | 13,987 | 13,987 | 100.00% | 5,329,000 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.02% | 11,186 | 11,186 | 100.00% | 4,262,090 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.02% | 0.04% | 10,102 | 10,102 | 100.00% | 3,849,064 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 4,339 | 4,339 | 100.00% | 1,653,245 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.01% | 0.03% | 4,141 | 4,141 | 100.00% | 1,577,804 | Jun 30, 2024 |
ALAMAR CAPITAL MANAGEMENT, LLC | 0.01% | 1.13% | 4,084 | 4,084 | 100.00% | 1,556,217 | Jun 30, 2024 |
FORA CAPITAL, LLC | 0.01% | 0.16% | 3,515 | 3,515 | 100.00% | 1,339,285 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.01% | 0.03% | 3,373 | 3,373 | 100.00% | 1,285,180 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.03% | 3,360 | 3,360 | 100.00% | 1,280,227 | Jun 30, 2024 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 0.01% | 0.02% | 2,770 | 2,770 | 100.00% | 1,055,425 | Jun 30, 2024 |
LEVEL FOUR ADVISORY SERVICES, LLC | 0.00% | 0.04% | 2,113 | 2,113 | 100.00% | 805,095 | Jun 30, 2024 |
HB WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 2,059 | 2,059 | 100.00% | 784,520 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.02% | 2,000 | 2,000 | 100.00% | 762,040 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 1,907 | 1,907 | 100.00% | 725,614 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.02% | 1,800 | 1,800 | 100.00% | 685,836 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,581 | 1,581 | 100.00% | 601,000 | Jun 30, 2024 |
HERON BAY CAPITAL MANAGEMENT | 0.00% | 0.10% | 1,291 | 1,291 | 100.00% | 491,897 | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | 0.00% | 0.35% | 1,217 | 1,217 | 100.00% | 463,701 | Jun 30, 2024 |
BLUESHIFT ASSET MANAGEMENT, LLC | 0.00% | 0.11% | 861 | 861 | 100.00% | 328,058 | Jun 30, 2024 |
ABACUS PLANNING GROUP, INC. | 0.00% | 0.06% | 832 | 832 | 100.00% | 317,009 | Jun 30, 2024 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | 0.00% | 0.09% | 788 | 788 | 100.00% | 300,000 | Jun 30, 2024 |
PARADIGM FINANCIAL PARTNERS, LLC | 0.00% | 0.04% | 770 | 770 | 100.00% | 293,472 | Jun 30, 2024 |
RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.04% | 734 | 734 | 100.00% | 279,667 | Jun 30, 2024 |
PELOTON WEALTH STRATEGISTS | 0.00% | 0.11% | 715 | 715 | 100.00% | 272,000 | Jun 30, 2024 |
PARAGON CAPITAL MANAGEMENT LTD | 0.00% | 0.05% | 708 | 708 | 100.00% | 270,057 | Jun 30, 2024 |
LIFEWORKS ADVISORS, LLC | 0.00% | 0.07% | 631 | 631 | 100.00% | 240,500 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.04% | 608 | 608 | 100.00% | 231,660 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 571 | 571 | 100.00% | 217,608 | Jun 30, 2024 |
BURNEY CO/ | 0.00% | 0.01% | 545 | 545 | 100.00% | 207,656 | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | 0.00% | 0.00% | 397 | 397 | 100.00% | 151,000 | Jun 30, 2024 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 0.00% | 0.00% | 345 | 345 | 100.00% | 131,452 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.01% | 201 | 201 | 100.00% | 76,586 | Jun 30, 2024 |
OLD SECOND NATIONAL BANK OF AURORA | 0.00% | 0.01% | 103 | 103 | 100.00% | 39,245 | Jun 30, 2024 |
0.00% | 0.02% | 82 | 82 | 100.00% | 31,244 | Jun 30, 2024 | |
AMERICAN NATIONAL BANK | 0.00% | 0.00% | 70 | 70 | 100.00% | 26,671 | Jun 30, 2024 |
UMB BANK, N.A. | 0.00% | 0.00% | 59 | 59 | 100.00% | 22,480 | Jun 30, 2024 |
Y.D. MORE INVESTMENTS LTD | 0.00% | - | 32 | 32 | 100.00% | 32 | Jun 30, 2024 |
FAMILY FIRM, INC. | 0.00% | 0.00% | 32 | 32 | 100.00% | 12,312 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 27 | 27 | 100.00% | 10,288 | Jun 30, 2024 |
TYLER-STONE WEALTH MANAGEMENT | - | 0.00% | 19 | 19 | 100.00% | 7,239 | Jun 30, 2024 |
WINCH ADVISORY SERVICES, LLC | - | 0.00% | 13 | 13 | 100.00% | 4,953 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 10 | 10 | 100.00% | 3,810 | Jun 30, 2024 |
HOBBS GROUP ADVISORS, LLC | - | 0.00% | 8 | 8 | 100.00% | 3,060 | Jun 30, 2024 |
PRIVATE OCEAN, LLC | - | 0.00% | 6 | 6 | 100.00% | 2,286 | Jun 30, 2024 |
CAPITAL ADVISORS, LTD. LLC | - | 0.00% | 5 | 5 | 100.00% | 2,000 | Jun 30, 2024 |
GLEN EAGLE ADVISORS, LLC | - | 0.00% | 4 | 4 | 100.00% | 1,532 | Jun 30, 2024 |
COUNTRY TRUST BANK | - | - | 2 | 2 | 100.00% | 762 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | - | - | - | -145,208 | -100.00% | - | Jun 30, 2024 |
WOODLINE PARTNERS LP | - | - | - | -56,452 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -46,414 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -35,900 | -100.00% | - | Jun 30, 2024 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -35,696 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -29,234 | -100.00% | - | Jun 30, 2024 |
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | - | - | - | -24,998 | -100.00% | - | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -24,564 | -100.00% | - | Jun 30, 2024 |
PRUDENTIAL PLC | - | - | - | -18,552 | -100.00% | - | Jun 30, 2024 |
BAIN CAPITAL PUBLIC EQUITY, LP | - | - | - | -17,740 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,394 | -100.00% | - | Jun 30, 2024 |
AMERICANA PARTNERS, LLC | - | - | - | -9,597 | -100.00% | - | Jun 30, 2024 |
VINVA INVESTMENT MANAGEMENT LTD | - | - | - | -8,003 | -100.00% | - | Jun 30, 2024 |
BNC WEALTH MANAGEMENT, LLC | - | - | - | -7,711 | -100.00% | - | Jun 30, 2024 |
CONCENTRIC CAPITAL STRATEGIES, LP | - | - | - | -6,910 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -6,877 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -5,263 | -100.00% | - | Jun 30, 2024 |
F/M INVESTMENTS LLC | - | - | - | -4,408 | -100.00% | - | Jun 30, 2024 |
TEAMWORK FINANCIAL ADVISORS, LLC | - | - | - | -3,816 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -3,634 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -2,807 | -100.00% | - | Jun 30, 2024 |
RAILWAY PENSION INVESTMENTS LTD | - | - | - | -2,700 | -100.00% | - | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -2,128 | -100.00% | - | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -2,015 | -100.00% | - | Jun 30, 2024 |
STONERIDGE INVESTMENT PARTNERS LLC | - | - | - | -1,779 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,751 | -100.00% | - | Jun 30, 2024 |
IPG INVESTMENT ADVISORS LLC | - | - | - | -1,710 | -100.00% | - | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -1,378 | -100.00% | - | Jun 30, 2024 |
QTRON INVESTMENTS LLC | - | - | - | -1,376 | -100.00% | - | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -1,282 | -100.00% | - | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | - | - | - | -1,261 | -100.00% | - | Jun 30, 2024 |
SHELTON WEALTH MANAGEMENT, LLC | - | - | - | -1,159 | -100.00% | - | Jun 30, 2024 |
WINTON GROUP LTD | - | - | - | -1,098 | -100.00% | - | Jun 30, 2024 |
VIVID WEALTH MANAGEMENT, LLC | - | - | - | -1,055 | -100.00% | - | Jun 30, 2024 |
WEALTHSTAR ADVISORS, LLC | - | - | - | -913 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | - | - | - | -899 | -100.00% | - | Jun 30, 2024 |
EMPIRICAL ASSET MANAGEMENT, LLC | - | - | - | -873 | -100.00% | - | Jun 30, 2024 |
CORTON CAPITAL INC. | - | - | - | -861 | -100.00% | - | Jun 30, 2024 |
EQIS CAPITAL MANAGEMENT, INC. | - | - | - | -834 | -100.00% | - | Jun 30, 2024 |
PALLAS CAPITAL ADVISORS LLC | - | - | - | -820 | -100.00% | - | Jun 30, 2024 |
OPPENHEIMER ASSET MANAGEMENT INC. | - | - | - | -730 | -100.00% | - | Jun 30, 2024 |
SIMON QUICK ADVISORS, LLC | - | - | - | -723 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -715 | -100.00% | - | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -690 | -100.00% | - | Jun 30, 2024 |
MEIJI YASUDA LIFE INSURANCE CO | - | - | - | -630 | -100.00% | - | Jun 30, 2024 |
PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -586 | -100.00% | - | Jun 30, 2024 |
SOMPO ASSET MANAGEMENT CO., LTD. | - | - | - | -580 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -558 | -100.00% | - | Jun 30, 2024 |
WHITAKER-MYERS WEALTH MANAGERS, LTD. | - | - | - | -531 | -100.00% | - | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -506 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -506 | -100.00% | - | Jun 30, 2024 |
DELAP WEALTH ADVISORY, LLC | - | - | - | -506 | -100.00% | - | Jun 30, 2024 |
ARMISTICE CAPITAL, LLC | - | - | - | -505 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
AXS INVESTMENTS LLC | - | - | - | -355 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -148 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -143 | -100.00% | - | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -56 | -100.00% | - | Jun 30, 2024 |
MEEDER ASSET MANAGEMENT INC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
CITY STATE BANK | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
WESTERN PACIFIC WEALTH MANAGEMENT, LP | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
RAKUTEN SECURITIES, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
TD CAPITAL MANAGEMENT LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
AVION WEALTH | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
- | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Everest Group Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
THOMPSON IM FUNDS INC | 1.12% | 17,705,000 | - | - | Feb 29, 2024 |
First Trust Intermediate Duration Preferred & Income Fund | 0.53% | 8,134,000 | - | - | Jan 31, 2024 |
FIRST TRUST SERIES FUND | 0.30% | 1,063,000 | - | - | Jan 31, 2024 |
CALIFORNIA FIRST LEASING CORP | 0.11% | 7,740 | 2,700 | 53.57% | Mar 31, 2024 |
FRANKLIN MUTUAL SERIES FUNDS | 0.02% | 1,120,960 | 24,300 | 2.22% | Jun 30, 2020 |
NORTHERN FUNDS | 0.00% | 200,000 | - | - | Mar 28, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND III | 0.00% | 3,500,000 | - | - | Jan 31, 2024 |
EMPOWER FUNDS, INC. | 0.00% | 1,000,000 | - | - | Mar 31, 2024 |
Advisors' Inner Circle Fund II | 0.00% | 425,240 | - | - | Jan 31, 2024 |
RBB FUND, INC. | 0.00% | 33,006 | - | - | Feb 29, 2024 |
Tidal ETF Trust | 0.00% | 2,255 | - | - | Jan 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 125,000 | - | - | Mar 31, 2024 |
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 133,107 | 6,000 | 4.72% | Jun 30, 2020 |
Advisors' Inner Circle Fund III | 0.00% | 133 | -1,611 | -92.37% | Jan 31, 2024 |
Everest Group Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 366 | -43.43% |
31 Mar, 24 | 647 | -3.43% |
31 Dec, 23 | 670 | 12.42% |
30 Sep, 23 | 596 | 3.47% |
30 Jun, 23 | 576 | -0.86% |
31 Mar, 23 | 581 | 3.75% |
31 Dec, 22 | 560 | 8.95% |
30 Sep, 22 | 514 | -2.84% |
30 Jun, 22 | 529 | 2.52% |
31 Mar, 22 | 516 | 5.95% |
31 Dec, 21 | 487 | 3.40% |
30 Sep, 21 | 471 | 0.86% |
30 Jun, 21 | 467 | -0.43% |
31 Mar, 21 | 469 | 3.76% |
31 Dec, 20 | 452 | 2.73% |
30 Sep, 20 | 440 | 0.92% |
30 Jun, 20 | 436 | 1.16% |
31 Mar, 20 | 431 | -4.22% |
31 Dec, 19 | 450 | -0.66% |
30 Sep, 19 | 453 | -0.88% |
30 Jun, 19 | 457 | 7.03% |
31 Mar, 19 | 427 | -1.16% |
31 Dec, 18 | 432 | 4.35% |
30 Sep, 18 | 414 | -8.20% |
30 Jun, 18 | 451 | -4.25% |
31 Mar, 18 | 471 | 5.37% |
31 Dec, 17 | 447 | -1.11% |
30 Sep, 17 | 452 | 1.57% |
30 Jun, 17 | 445 | 12.09% |
31 Mar, 17 | 397 | -2.93% |
31 Dec, 16 | 409 | 7.07% |
30 Sep, 16 | 382 | -3.78% |
30 Jun, 16 | 397 | 2.32% |
31 Mar, 16 | 388 | -1.27% |
31 Dec, 15 | 393 | 1.81% |
30 Sep, 15 | 386 | -1.53% |
30 Jun, 15 | 392 | -2.49% |
31 Mar, 15 | 402 | 6.91% |
31 Dec, 14 | 376 | 9.62% |
30 Sep, 14 | 343 | -8.04% |
30 Jun, 14 | 373 | 3.04% |
31 Mar, 14 | 362 | 3.13% |
31 Dec, 13 | 351 | 4.15% |
30 Sep, 13 | 337 | 4.66% |
30 Jun, 13 | 322 | 138.52% |
31 Mar, 13 | 135 | 3.85% |
31 Dec, 12 | 130 | 4.84% |
30 Sep, 12 | 124 | -3.88% |
30 Jun, 12 | 129 | 21.70% |
31 Mar, 12 | 106 | -0.93% |
31 Dec, 11 | 107 | 11.46% |
30 Sep, 11 | 96 | 2.13% |
30 Jun, 11 | 94 | -7.84% |
31 Mar, 11 | 102 | 3.03% |
31 Dec, 10 | 99 | 10.00% |
30 Sep, 10 | 90 | -5.26% |
30 Jun, 10 | 95 | - |
31 Mar, 10 | 95 | 6.74% |
31 Dec, 09 | 89 | -8.25% |
30 Sep, 09 | 97 | 8.99% |
30 Jun, 09 | 89 | 20.27% |
31 Mar, 09 | 74 | -3.90% |
31 Dec, 08 | 77 | 10.00% |
30 Sep, 08 | 70 | -7.89% |
30 Jun, 08 | 76 | -8.43% |
31 Mar, 08 | 83 | 9.21% |
31 Dec, 07 | 76 | 8.57% |
30 Sep, 07 | 70 | -5.41% |
30 Jun, 07 | 74 | 45.10% |
31 Mar, 07 | 51 | -32.00% |
31 Dec, 06 | 75 | 27.12% |
30 Sep, 06 | 59 | 11.32% |
30 Jun, 06 | 53 | -18.46% |
31 Mar, 06 | 65 | 1.56% |
31 Dec, 05 | 64 | 16.36% |
30 Sep, 05 | 55 | 10.00% |
30 Jun, 05 | 50 | 11.11% |
31 Mar, 05 | 45 | - |
31 Dec, 04 | 45 | 36.36% |
30 Sep, 04 | 33 | -26.67% |
30 Jun, 04 | 45 | -16.67% |
31 Mar, 04 | 54 | 1.89% |
31 Dec, 03 | 53 | 10.42% |
30 Sep, 03 | 48 | 11.63% |
30 Jun, 03 | 43 | 19.44% |
31 Mar, 03 | 36 | 5.88% |
31 Dec, 02 | 34 | 6.25% |
30 Sep, 02 | 32 | 18.52% |
30 Jun, 02 | 27 | -6.90% |
31 Mar, 02 | 29 | 52.63% |
31 Dec, 01 | 19 | -17.39% |
30 Sep, 01 | 23 | -4.17% |
30 Jun, 01 | 24 | -4.00% |
31 Mar, 01 | 25 | 31.58% |
31 Dec, 00 | 19 | 5.56% |
30 Sep, 00 | 18 | -10.00% |
30 Jun, 00 | 20 | 42.86% |
31 Mar, 00 | 14 | 1300.00% |
31 Dec, 99 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 9,134,846 | -77.16% |
31 Mar, 24 | 39,986,733 | -0.38% |
31 Dec, 23 | 40,140,949 | 0.73% |
30 Sep, 23 | 39,848,579 | 1.54% |
30 Jun, 23 | 39,244,195 | 3.51% |
31 Mar, 23 | 37,912,614 | 3.81% |
31 Dec, 22 | 36,519,555 | -0.34% |
30 Sep, 22 | 36,642,603 | 0.61% |
30 Jun, 22 | 36,421,544 | -0.89% |
31 Mar, 22 | 36,747,933 | -0.81% |
31 Dec, 21 | 37,048,910 | -0.69% |
30 Sep, 21 | 37,306,893 | -1.70% |
30 Jun, 21 | 37,951,874 | 1.10% |
31 Mar, 21 | 37,540,361 | -0.93% |
31 Dec, 20 | 37,891,355 | 0.34% |
30 Sep, 20 | 37,763,876 | -0.04% |
30 Jun, 20 | 37,778,793 | -0.40% |
31 Mar, 20 | 37,929,374 | -2.70% |
31 Dec, 19 | 38,983,402 | 0.70% |
30 Sep, 19 | 38,710,521 | 0.21% |
30 Jun, 19 | 38,629,654 | 2.50% |
31 Mar, 19 | 37,685,671 | 0.08% |
31 Dec, 18 | 37,656,383 | -3.34% |
30 Sep, 18 | 38,956,732 | 1.74% |
30 Jun, 18 | 38,288,637 | 1.20% |
31 Mar, 18 | 37,834,187 | 1.44% |
31 Dec, 17 | 37,295,691 | -4.07% |
30 Sep, 17 | 38,877,140 | 1.11% |
30 Jun, 17 | 38,450,849 | 0.94% |
31 Mar, 17 | 38,094,151 | 0.93% |
31 Dec, 16 | 37,744,000 | 0.07% |
30 Sep, 16 | 37,717,068 | -3.58% |
30 Jun, 16 | 39,116,632 | -2.46% |
31 Mar, 16 | 40,104,746 | -0.36% |
31 Dec, 15 | 40,248,546 | -1.16% |
30 Sep, 15 | 40,721,088 | -2.98% |
30 Jun, 15 | 41,972,814 | -2.11% |
31 Mar, 15 | 42,879,264 | -0.90% |
31 Dec, 14 | 43,270,729 | 1.90% |
30 Sep, 14 | 42,462,380 | -0.76% |
30 Jun, 14 | 42,788,544 | -1.61% |
31 Mar, 14 | 43,486,673 | -3.19% |
31 Dec, 13 | 44,918,394 | -1.06% |
30 Sep, 13 | 45,401,655 | 0.48% |
30 Jun, 13 | 45,184,976 | 126.08% |
31 Mar, 13 | 19,986,357 | -2.03% |
31 Dec, 12 | 20,400,565 | 0.14% |
30 Sep, 12 | 20,372,610 | 3.47% |
30 Jun, 12 | 19,688,985 | 8.75% |
31 Mar, 12 | 18,104,677 | 5.90% |
31 Dec, 11 | 17,096,785 | -8.86% |
30 Sep, 11 | 18,758,480 | -4.09% |
30 Jun, 11 | 19,558,729 | 7.01% |
31 Mar, 11 | 18,277,533 | 13.86% |
31 Dec, 10 | 16,053,062 | 3.52% |
30 Sep, 10 | 15,507,818 | -22.23% |
30 Jun, 10 | 19,939,428 | 9.28% |
31 Mar, 10 | 18,246,493 | 2.75% |
31 Dec, 09 | 17,757,307 | -14.23% |
30 Sep, 09 | 20,703,654 | -0.94% |
30 Jun, 09 | 20,899,610 | -14.92% |
31 Mar, 09 | 24,565,280 | -14.29% |
31 Dec, 08 | 28,662,340 | 89.92% |
30 Sep, 08 | 15,091,993 | 10.71% |
30 Jun, 08 | 13,632,108 | -12.74% |
31 Mar, 08 | 15,621,672 | -21.80% |
31 Dec, 07 | 19,976,829 | 1.72% |
30 Sep, 07 | 19,638,318 | 10.69% |
30 Jun, 07 | 17,742,159 | 123.49% |
31 Mar, 07 | 7,938,856 | -46.51% |
31 Dec, 06 | 14,842,616 | 1.74% |
30 Sep, 06 | 14,588,261 | 15.73% |
30 Jun, 06 | 12,605,617 | 25.15% |
31 Mar, 06 | 10,072,636 | -2.08% |
31 Dec, 05 | 10,286,703 | 14.99% |
30 Sep, 05 | 8,945,917 | 25.78% |
30 Jun, 05 | 7,112,193 | -10.32% |
31 Mar, 05 | 7,930,469 | -2.74% |
31 Dec, 04 | 8,154,241 | 3.27% |
30 Sep, 04 | 7,896,112 | -8.20% |
30 Jun, 04 | 8,601,834 | 35.77% |
31 Mar, 04 | 6,335,646 | 51.75% |
31 Dec, 03 | 4,175,048 | -20.76% |
30 Sep, 03 | 5,268,806 | -1.96% |
30 Jun, 03 | 5,374,130 | 30.02% |
31 Mar, 03 | 4,133,192 | 5.55% |
31 Dec, 02 | 3,915,985 | -16.66% |
30 Sep, 02 | 4,698,539 | 37.18% |
30 Jun, 02 | 3,424,968 | -50.65% |
31 Mar, 02 | 6,940,496 | 252.77% |
31 Dec, 01 | 1,967,416 | -29.41% |
30 Sep, 01 | 2,787,276 | -54.69% |
30 Jun, 01 | 6,151,352 | -22.41% |
31 Mar, 01 | 7,928,038 | 5.92% |
31 Dec, 00 | 7,485,003 | 0.98% |
30 Sep, 00 | 7,412,403 | -9.04% |
30 Jun, 00 | 8,149,028 | 26.73% |
31 Mar, 00 | 6,430,012 | 3591.17% |
31 Dec, 99 | 174,200 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 21.05% | 0.25% |
31 Mar, 24 | 92.14% | 1.08% |
31 Dec, 23 | 92.49% | 1.10% |
30 Sep, 23 | 91.82% | 0.99% |
30 Jun, 23 | 96.42% | 1.00% |
31 Mar, 23 | 97.97% | 1.12% |
31 Dec, 22 | 93.64% | 1.05% |
30 Sep, 22 | 94.44% | 1.08% |
30 Jun, 22 | 93.63% | 1.04% |
31 Mar, 22 | 94.71% | 1.05% |
31 Dec, 21 | 95.00% | 1.05% |
30 Sep, 21 | 95.17% | 1.03% |
30 Jun, 21 | 96.02% | 1.07% |
31 Mar, 21 | 94.94% | 1.06% |
31 Dec, 20 | 94.73% | 1.04% |
30 Sep, 20 | 95.65% | 1.04% |
30 Jun, 20 | 95.77% | 1.08% |
31 Mar, 20 | 94.34% | 1.03% |
31 Dec, 19 | 95.66% | 1.06% |
30 Sep, 19 | 94.92% | 1.05% |
30 Jun, 19 | 94.87% | 1.11% |
31 Mar, 19 | 92.57% | 1.09% |
31 Dec, 18 | 92.37% | 1.01% |
30 Sep, 18 | 95.49% | 1.09% |
30 Jun, 18 | 93.67% | 1.10% |
31 Mar, 18 | 92.46% | 1.12% |
31 Dec, 17 | 90.92% | 0.99% |
30 Sep, 17 | 95.65% | 1.09% |
30 Jun, 17 | 93.59% | 1.08% |
31 Mar, 17 | 93.00% | 1.14% |
31 Dec, 16 | 90.35% | 1.10% |
30 Sep, 16 | 90.78% | 1.05% |
30 Jun, 16 | 92.96% | 1.05% |
31 Mar, 16 | 94.14% | 1.12% |
31 Dec, 15 | 91.74% | 1.06% |
30 Sep, 15 | 92.89% | 1.03% |
30 Jun, 15 | 94.76% | 1.02% |
31 Mar, 15 | 96.39% | 1.08% |
31 Dec, 14 | 94.40% | 1.08% |
30 Sep, 14 | 93.45% | 1.08% |
30 Jun, 14 | 93.19% | 1.09% |
31 Mar, 14 | 92.62% | 1.10% |
31 Dec, 13 | 91.56% | 1.04% |
30 Sep, 13 | 93.80% | 1.11% |
30 Jun, 13 | 91.80% | 5.94% |
31 Mar, 13 | 39.31% | 2.58% |
31 Dec, 12 | 39.01% | 2.53% |
30 Sep, 12 | 39.30% | 2.78% |
30 Jun, 12 | 37.63% | 3.28% |
31 Mar, 12 | 33.87% | 3.38% |
31 Dec, 11 | 31.65% | 2.66% |
30 Sep, 11 | 34.51% | 2.66% |
30 Jun, 11 | 36.05% | 3.19% |
31 Mar, 11 | 33.62% | 4.23% |
31 Dec, 10 | 28.20% | 3.66% |
30 Sep, 10 | 27.78% | 2.35% |
30 Jun, 10 | 34.36% | 3.67% |
31 Mar, 10 | 30.61% | 3.60% |
31 Dec, 09 | 29.18% | 2.52% |
30 Sep, 09 | 34.05% | 2.94% |
30 Jun, 09 | 34.04% | 2.12% |
31 Mar, 09 | 40.08% | 1.86% |
31 Dec, 08 | 46.47% | 7.69% |
30 Sep, 08 | 24.58% | 5.03% |
30 Jun, 08 | 22.11% | 3.52% |
31 Mar, 08 | 25.04% | 2.50% |
31 Dec, 07 | 31.65% | 3.23% |
30 Sep, 07 | 31.30% | 3.93% |
30 Jun, 07 | 28.21% | 18.43% |
31 Mar, 07 | 12.37% | 2.35% |
31 Dec, 06 | 22.93% | 4.52% |
30 Sep, 06 | 22.54% | 5.94% |
30 Jun, 06 | 19.48% | 8.02% |
31 Mar, 06 | 15.59% | 4.90% |
31 Dec, 05 | 17.84% | 7.08% |
30 Sep, 05 | 15.87% | 9.93% |
30 Jun, 05 | 12.64% | 6.33% |
31 Mar, 05 | 14.13% | 6.64% |
31 Dec, 04 | 14.58% | 7.33% |
30 Sep, 04 | 14.10% | 5.96% |
30 Jun, 04 | 15.38% | 11.92% |
31 Mar, 04 | 11.36% | 19.02% |
31 Dec, 03 | 7.73% | 8.58% |
30 Sep, 03 | 9.49% | 9.62% |
30 Jun, 03 | 9.93% | 15.06% |
31 Mar, 03 | 8.12% | 13.41% |
31 Dec, 02 | 7.78% | 9.16% |
30 Sep, 02 | 9.22% | 20.68% |
30 Jun, 02 | 6.68% | 3.21% |
31 Mar, 02 | 14.43% | 79.46% |
31 Dec, 01 | 4.26% | 11.72% |
30 Sep, 01 | 6.03% | 3.39% |
30 Jun, 01 | 13.33% | 4.50% |
31 Mar, 01 | 17.21% | 6.47% |
31 Dec, 00 | 16.32% | 6.24% |
30 Sep, 00 | 16.17% | 5.11% |
30 Jun, 00 | 17.78% | 9.06% |
31 Mar, 00 | 14.01% | 10865.80% |
31 Dec, 99 | 0.36% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 180 | -37.93% |
31 Mar, 24 | 290 | -22.67% |
31 Dec, 23 | 375 | 29.76% |
30 Sep, 23 | 289 | -0.34% |
30 Jun, 23 | 290 | 10.27% |
31 Mar, 23 | 263 | 4.37% |
31 Dec, 22 | 252 | 7.23% |
30 Sep, 22 | 235 | -7.48% |
30 Jun, 22 | 254 | 1.20% |
31 Mar, 22 | 251 | 16.74% |
31 Dec, 21 | 215 | 1.90% |
30 Sep, 21 | 211 | 1.44% |
30 Jun, 21 | 208 | -4.59% |
31 Mar, 21 | 218 | 9.55% |
31 Dec, 20 | 199 | 6.99% |
30 Sep, 20 | 186 | -9.71% |
30 Jun, 20 | 206 | -4.63% |
31 Mar, 20 | 216 | 13.68% |
31 Dec, 19 | 190 | -5.94% |
30 Sep, 19 | 202 | -0.49% |
30 Jun, 19 | 203 | - |
31 Mar, 19 | 203 | 4.64% |
31 Dec, 18 | 194 | 14.79% |
30 Sep, 18 | 169 | -14.65% |
30 Jun, 18 | 198 | -1.49% |
31 Mar, 18 | 201 | 1.52% |
31 Dec, 17 | 198 | -12.39% |
30 Sep, 17 | 226 | 5.12% |
30 Jun, 17 | 215 | 8.04% |
31 Mar, 17 | 199 | 8.74% |
31 Dec, 16 | 183 | 30.71% |
30 Sep, 16 | 140 | -24.32% |
30 Jun, 16 | 185 | 8.19% |
31 Mar, 16 | 171 | -5.00% |
31 Dec, 15 | 180 | 7.78% |
30 Sep, 15 | 167 | -5.11% |
30 Jun, 15 | 176 | -3.83% |
31 Mar, 15 | 183 | 12.96% |
31 Dec, 14 | 162 | 30.65% |
30 Sep, 14 | 124 | -22.98% |
30 Jun, 14 | 161 | 13.38% |
31 Mar, 14 | 142 | -10.13% |
31 Dec, 13 | 158 | 1.94% |
30 Sep, 13 | 155 | -34.60% |
30 Jun, 13 | 237 | 233.80% |
31 Mar, 13 | 71 | - |
31 Dec, 12 | 71 | 4.41% |
30 Sep, 12 | 68 | -12.82% |
30 Jun, 12 | 78 | 77.27% |
31 Mar, 12 | 44 | -20.00% |
31 Dec, 11 | 55 | 22.22% |
30 Sep, 11 | 45 | 9.76% |
30 Jun, 11 | 41 | -22.64% |
31 Mar, 11 | 53 | 15.22% |
31 Dec, 10 | 46 | -13.21% |
30 Sep, 10 | 53 | - |
30 Jun, 10 | 53 | -11.67% |
31 Mar, 10 | 60 | 5.26% |
31 Dec, 09 | 57 | -1.72% |
30 Sep, 09 | 58 | 7.41% |
30 Jun, 09 | 54 | 28.57% |
31 Mar, 09 | 42 | -14.29% |
31 Dec, 08 | 49 | 63.33% |
30 Sep, 08 | 30 | -28.57% |
30 Jun, 08 | 42 | -12.50% |
31 Mar, 08 | 48 | 9.09% |
31 Dec, 07 | 44 | 15.79% |
30 Sep, 07 | 38 | -28.30% |
30 Jun, 07 | 53 | 103.85% |
31 Mar, 07 | 26 | -48.00% |
31 Dec, 06 | 50 | 56.25% |
30 Sep, 06 | 32 | 28.00% |
30 Jun, 06 | 25 | -44.44% |
31 Mar, 06 | 45 | 7.14% |
31 Dec, 05 | 42 | 23.53% |
30 Sep, 05 | 34 | 78.95% |
30 Jun, 05 | 19 | -24.00% |
31 Mar, 05 | 25 | -7.41% |
31 Dec, 04 | 27 | 80.00% |
30 Sep, 04 | 15 | -42.31% |
30 Jun, 04 | 26 | -16.13% |
31 Mar, 04 | 31 | - |
31 Dec, 03 | 31 | 24.00% |
30 Sep, 03 | 25 | - |
30 Jun, 03 | 25 | 31.58% |
31 Mar, 03 | 19 | -20.83% |
31 Dec, 02 | 24 | 14.29% |
30 Sep, 02 | 21 | 23.53% |
30 Jun, 02 | 17 | -26.09% |
31 Mar, 02 | 23 | 91.67% |
31 Dec, 01 | 12 | -29.41% |
30 Sep, 01 | 17 | 21.43% |
30 Jun, 01 | 14 | -17.65% |
31 Mar, 01 | 17 | 70.00% |
31 Dec, 00 | 10 | 42.86% |
30 Sep, 00 | 7 | -46.15% |
30 Jun, 00 | 13 | - |
31 Mar, 00 | 13 | 1200.00% |
31 Dec, 99 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 117 | -55.17% |
31 Mar, 24 | 261 | 35.94% |
31 Dec, 23 | 192 | -5.88% |
30 Sep, 23 | 204 | 6.25% |
30 Jun, 23 | 192 | -8.13% |
31 Mar, 23 | 209 | -1.42% |
31 Dec, 22 | 212 | 13.98% |
30 Sep, 22 | 186 | 2.76% |
30 Jun, 22 | 181 | 1.12% |
31 Mar, 22 | 179 | 11.18% |
31 Dec, 21 | 161 | -3.59% |
30 Sep, 21 | 167 | -5.65% |
30 Jun, 21 | 177 | 5.99% |
31 Mar, 21 | 167 | -4.57% |
31 Dec, 20 | 175 | -0.57% |
30 Sep, 20 | 176 | 3.53% |
30 Jun, 20 | 170 | 11.11% |
31 Mar, 20 | 153 | -14.04% |
31 Dec, 19 | 178 | 9.88% |
30 Sep, 19 | 162 | -8.47% |
30 Jun, 19 | 177 | 12.03% |
31 Mar, 19 | 158 | -4.82% |
31 Dec, 18 | 166 | -3.49% |
30 Sep, 18 | 172 | -2.27% |
30 Jun, 18 | 176 | -7.85% |
31 Mar, 18 | 191 | 2.14% |
31 Dec, 17 | 187 | 19.11% |
30 Sep, 17 | 157 | -7.65% |
30 Jun, 17 | 170 | 26.87% |
31 Mar, 17 | 134 | -18.79% |
31 Dec, 16 | 165 | -1.20% |
30 Sep, 16 | 167 | 7.74% |
30 Jun, 16 | 155 | 4.03% |
31 Mar, 16 | 149 | 12.03% |
31 Dec, 15 | 133 | -4.32% |
30 Sep, 15 | 139 | 6.11% |
30 Jun, 15 | 131 | -10.88% |
31 Mar, 15 | 147 | 2.80% |
31 Dec, 14 | 143 | -4.67% |
30 Sep, 14 | 150 | 7.14% |
30 Jun, 14 | 140 | -10.83% |
31 Mar, 14 | 157 | 16.30% |
31 Dec, 13 | 135 | 4.65% |
30 Sep, 13 | 129 | 143.40% |
30 Jun, 13 | 53 | 10.42% |
31 Mar, 13 | 48 | 20.00% |
31 Dec, 12 | 40 | 11.11% |
30 Sep, 12 | 36 | 16.13% |
30 Jun, 12 | 31 | -24.39% |
31 Mar, 12 | 41 | 5.13% |
31 Dec, 11 | 39 | 5.41% |
30 Sep, 11 | 37 | -5.13% |
30 Jun, 11 | 39 | 11.43% |
31 Mar, 11 | 35 | -18.60% |
31 Dec, 10 | 43 | 59.26% |
30 Sep, 10 | 27 | -22.86% |
30 Jun, 10 | 35 | 40.00% |
31 Mar, 10 | 25 | 19.05% |
31 Dec, 09 | 21 | -19.23% |
30 Sep, 09 | 26 | 23.81% |
30 Jun, 09 | 21 | -19.23% |
31 Mar, 09 | 26 | 23.81% |
31 Dec, 08 | 21 | -16.00% |
30 Sep, 08 | 25 | 19.05% |
30 Jun, 08 | 21 | -27.59% |
31 Mar, 08 | 29 | 20.83% |
31 Dec, 07 | 24 | 4.35% |
30 Sep, 07 | 23 | 91.67% |
30 Jun, 07 | 12 | -36.84% |
31 Mar, 07 | 19 | 11.76% |
31 Dec, 06 | 17 | 21.43% |
30 Sep, 06 | 14 | -33.33% |
30 Jun, 06 | 21 | 75.00% |
31 Mar, 06 | 12 | -20.00% |
31 Dec, 05 | 15 | 36.36% |
30 Sep, 05 | 11 | -47.62% |
30 Jun, 05 | 21 | 75.00% |
31 Mar, 05 | 12 | -20.00% |
31 Dec, 04 | 15 | - |
30 Sep, 04 | 15 | -11.76% |
30 Jun, 04 | 17 | 6.25% |
31 Mar, 04 | 16 | 45.45% |
31 Dec, 03 | 11 | -21.43% |
30 Sep, 03 | 14 | 27.27% |
30 Jun, 03 | 11 | -15.38% |
31 Mar, 03 | 13 | 116.67% |
31 Dec, 02 | 6 | - |
30 Sep, 02 | 6 | - |
30 Jun, 02 | 6 | 20.00% |
31 Mar, 02 | 5 | 25.00% |
31 Dec, 01 | 4 | -20.00% |
30 Sep, 01 | 5 | -16.67% |
30 Jun, 01 | 6 | - |
31 Mar, 01 | 6 | -14.29% |
31 Dec, 00 | 7 | -12.50% |
30 Sep, 00 | 8 | 60.00% |
30 Jun, 00 | 5 | 400.00% |
31 Mar, 00 | 1 | - |
31 Dec, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 366 | -43.43% | 9,134,846 | -77.16% | 21.05% | 0.25% | 180 | -37.93% | 117 | -55.17% |
31 Mar, 24 | 647 | -3.43% | 39,986,733 | -0.38% | 92.14% | 1.08% | 290 | -22.67% | 261 | 35.94% |
31 Dec, 23 | 670 | 12.42% | 40,140,949 | 0.73% | 92.49% | 1.10% | 375 | 29.76% | 192 | -5.88% |
30 Sep, 23 | 596 | 3.47% | 39,848,579 | 1.54% | 91.82% | 0.99% | 289 | -0.34% | 204 | 6.25% |
30 Jun, 23 | 576 | -0.86% | 39,244,195 | 3.51% | 96.42% | 1.00% | 290 | 10.27% | 192 | -8.13% |
31 Mar, 23 | 581 | 3.75% | 37,912,614 | 3.81% | 97.97% | 1.12% | 263 | 4.37% | 209 | -1.42% |
31 Dec, 22 | 560 | 8.95% | 36,519,555 | -0.34% | 93.64% | 1.05% | 252 | 7.23% | 212 | 13.98% |
30 Sep, 22 | 514 | -2.84% | 36,642,603 | 0.61% | 94.44% | 1.08% | 235 | -7.48% | 186 | 2.76% |
30 Jun, 22 | 529 | 2.52% | 36,421,544 | -0.89% | 93.63% | 1.04% | 254 | 1.20% | 181 | 1.12% |
31 Mar, 22 | 516 | 5.95% | 36,747,933 | -0.81% | 94.71% | 1.05% | 251 | 16.74% | 179 | 11.18% |
31 Dec, 21 | 487 | 3.40% | 37,048,910 | -0.69% | 95.00% | 1.05% | 215 | 1.90% | 161 | -3.59% |
30 Sep, 21 | 471 | 0.86% | 37,306,893 | -1.70% | 95.17% | 1.03% | 211 | 1.44% | 167 | -5.65% |
30 Jun, 21 | 467 | -0.43% | 37,951,874 | 1.10% | 96.02% | 1.07% | 208 | -4.59% | 177 | 5.99% |
31 Mar, 21 | 469 | 3.76% | 37,540,361 | -0.93% | 94.94% | 1.06% | 218 | 9.55% | 167 | -4.57% |
31 Dec, 20 | 452 | 2.73% | 37,891,355 | 0.34% | 94.73% | 1.04% | 199 | 6.99% | 175 | -0.57% |
30 Sep, 20 | 440 | 0.92% | 37,763,876 | -0.04% | 95.65% | 1.04% | 186 | -9.71% | 176 | 3.53% |
30 Jun, 20 | 436 | 1.16% | 37,778,793 | -0.40% | 95.77% | 1.08% | 206 | -4.63% | 170 | 11.11% |
31 Mar, 20 | 431 | -4.22% | 37,929,374 | -2.70% | 94.34% | 1.03% | 216 | 13.68% | 153 | -14.04% |
31 Dec, 19 | 450 | -0.66% | 38,983,402 | 0.70% | 95.66% | 1.06% | 190 | -5.94% | 178 | 9.88% |
30 Sep, 19 | 453 | -0.88% | 38,710,521 | 0.21% | 94.92% | 1.05% | 202 | -0.49% | 162 | -8.47% |
30 Jun, 19 | 457 | 7.03% | 38,629,654 | 2.50% | 94.87% | 1.11% | 203 | - | 177 | 12.03% |
31 Mar, 19 | 427 | -1.16% | 37,685,671 | 0.08% | 92.57% | 1.09% | 203 | 4.64% | 158 | -4.82% |
31 Dec, 18 | 432 | 4.35% | 37,656,383 | -3.34% | 92.37% | 1.01% | 194 | 14.79% | 166 | -3.49% |
30 Sep, 18 | 414 | -8.20% | 38,956,732 | 1.74% | 95.49% | 1.09% | 169 | -14.65% | 172 | -2.27% |
30 Jun, 18 | 451 | -4.25% | 38,288,637 | 1.20% | 93.67% | 1.10% | 198 | -1.49% | 176 | -7.85% |
31 Mar, 18 | 471 | 5.37% | 37,834,187 | 1.44% | 92.46% | 1.12% | 201 | 1.52% | 191 | 2.14% |
31 Dec, 17 | 447 | -1.11% | 37,295,691 | -4.07% | 90.92% | 0.99% | 198 | -12.39% | 187 | 19.11% |
30 Sep, 17 | 452 | 1.57% | 38,877,140 | 1.11% | 95.65% | 1.09% | 226 | 5.12% | 157 | -7.65% |
30 Jun, 17 | 445 | 12.09% | 38,450,849 | 0.94% | 93.59% | 1.08% | 215 | 8.04% | 170 | 26.87% |
31 Mar, 17 | 397 | -2.93% | 38,094,151 | 0.93% | 93.00% | 1.14% | 199 | 8.74% | 134 | -18.79% |
31 Dec, 16 | 409 | 7.07% | 37,744,000 | 0.07% | 90.35% | 1.10% | 183 | 30.71% | 165 | -1.20% |
30 Sep, 16 | 382 | -3.78% | 37,717,068 | -3.58% | 90.78% | 1.05% | 140 | -24.32% | 167 | 7.74% |
30 Jun, 16 | 397 | 2.32% | 39,116,632 | -2.46% | 92.96% | 1.05% | 185 | 8.19% | 155 | 4.03% |
31 Mar, 16 | 388 | -1.27% | 40,104,746 | -0.36% | 94.14% | 1.12% | 171 | -5.00% | 149 | 12.03% |
31 Dec, 15 | 393 | 1.81% | 40,248,546 | -1.16% | 91.74% | 1.06% | 180 | 7.78% | 133 | -4.32% |
30 Sep, 15 | 386 | -1.53% | 40,721,088 | -2.98% | 92.89% | 1.03% | 167 | -5.11% | 139 | 6.11% |
30 Jun, 15 | 392 | -2.49% | 41,972,814 | -2.11% | 94.76% | 1.02% | 176 | -3.83% | 131 | -10.88% |
31 Mar, 15 | 402 | 6.91% | 42,879,264 | -0.90% | 96.39% | 1.08% | 183 | 12.96% | 147 | 2.80% |
31 Dec, 14 | 376 | 9.62% | 43,270,729 | 1.90% | 94.40% | 1.08% | 162 | 30.65% | 143 | -4.67% |
30 Sep, 14 | 343 | -8.04% | 42,462,380 | -0.76% | 93.45% | 1.08% | 124 | -22.98% | 150 | 7.14% |
30 Jun, 14 | 373 | 3.04% | 42,788,544 | -1.61% | 93.19% | 1.09% | 161 | 13.38% | 140 | -10.83% |
31 Mar, 14 | 362 | 3.13% | 43,486,673 | -3.19% | 92.62% | 1.10% | 142 | -10.13% | 157 | 16.30% |
31 Dec, 13 | 351 | 4.15% | 44,918,394 | -1.06% | 91.56% | 1.04% | 158 | 1.94% | 135 | 4.65% |
30 Sep, 13 | 337 | 4.66% | 45,401,655 | 0.48% | 93.80% | 1.11% | 155 | -34.60% | 129 | 143.40% |
30 Jun, 13 | 322 | 138.52% | 45,184,976 | 126.08% | 91.80% | 5.94% | 237 | 233.80% | 53 | 10.42% |
31 Mar, 13 | 135 | 3.85% | 19,986,357 | -2.03% | 39.31% | 2.58% | 71 | - | 48 | 20.00% |
31 Dec, 12 | 130 | 4.84% | 20,400,565 | 0.14% | 39.01% | 2.53% | 71 | 4.41% | 40 | 11.11% |
30 Sep, 12 | 124 | -3.88% | 20,372,610 | 3.47% | 39.30% | 2.78% | 68 | -12.82% | 36 | 16.13% |
30 Jun, 12 | 129 | 21.70% | 19,688,985 | 8.75% | 37.63% | 3.28% | 78 | 77.27% | 31 | -24.39% |
31 Mar, 12 | 106 | -0.93% | 18,104,677 | 5.90% | 33.87% | 3.38% | 44 | -20.00% | 41 | 5.13% |
31 Dec, 11 | 107 | 11.46% | 17,096,785 | -8.86% | 31.65% | 2.66% | 55 | 22.22% | 39 | 5.41% |
30 Sep, 11 | 96 | 2.13% | 18,758,480 | -4.09% | 34.51% | 2.66% | 45 | 9.76% | 37 | -5.13% |
30 Jun, 11 | 94 | -7.84% | 19,558,729 | 7.01% | 36.05% | 3.19% | 41 | -22.64% | 39 | 11.43% |
31 Mar, 11 | 102 | 3.03% | 18,277,533 | 13.86% | 33.62% | 4.23% | 53 | 15.22% | 35 | -18.60% |
31 Dec, 10 | 99 | 10.00% | 16,053,062 | 3.52% | 28.20% | 3.66% | 46 | -13.21% | 43 | 59.26% |
30 Sep, 10 | 90 | -5.26% | 15,507,818 | -22.23% | 27.78% | 2.35% | 53 | - | 27 | -22.86% |
30 Jun, 10 | 95 | - | 19,939,428 | 9.28% | 34.36% | 3.67% | 53 | -11.67% | 35 | 40.00% |
31 Mar, 10 | 95 | 6.74% | 18,246,493 | 2.75% | 30.61% | 3.60% | 60 | 5.26% | 25 | 19.05% |
31 Dec, 09 | 89 | -8.25% | 17,757,307 | -14.23% | 29.18% | 2.52% | 57 | -1.72% | 21 | -19.23% |
30 Sep, 09 | 97 | 8.99% | 20,703,654 | -0.94% | 34.05% | 2.94% | 58 | 7.41% | 26 | 23.81% |
30 Jun, 09 | 89 | 20.27% | 20,899,610 | -14.92% | 34.04% | 2.12% | 54 | 28.57% | 21 | -19.23% |
31 Mar, 09 | 74 | -3.90% | 24,565,280 | -14.29% | 40.08% | 1.86% | 42 | -14.29% | 26 | 23.81% |
31 Dec, 08 | 77 | 10.00% | 28,662,340 | 89.92% | 46.47% | 7.69% | 49 | 63.33% | 21 | -16.00% |
30 Sep, 08 | 70 | -7.89% | 15,091,993 | 10.71% | 24.58% | 5.03% | 30 | -28.57% | 25 | 19.05% |
30 Jun, 08 | 76 | -8.43% | 13,632,108 | -12.74% | 22.11% | 3.52% | 42 | -12.50% | 21 | -27.59% |
31 Mar, 08 | 83 | 9.21% | 15,621,672 | -21.80% | 25.04% | 2.50% | 48 | 9.09% | 29 | 20.83% |
31 Dec, 07 | 76 | 8.57% | 19,976,829 | 1.72% | 31.65% | 3.23% | 44 | 15.79% | 24 | 4.35% |
30 Sep, 07 | 70 | -5.41% | 19,638,318 | 10.69% | 31.30% | 3.93% | 38 | -28.30% | 23 | 91.67% |
30 Jun, 07 | 74 | 45.10% | 17,742,159 | 123.49% | 28.21% | 18.43% | 53 | 103.85% | 12 | -36.84% |
31 Mar, 07 | 51 | -32.00% | 7,938,856 | -46.51% | 12.37% | 2.35% | 26 | -48.00% | 19 | 11.76% |
31 Dec, 06 | 75 | 27.12% | 14,842,616 | 1.74% | 22.93% | 4.52% | 50 | 56.25% | 17 | 21.43% |
30 Sep, 06 | 59 | 11.32% | 14,588,261 | 15.73% | 22.54% | 5.94% | 32 | 28.00% | 14 | -33.33% |
30 Jun, 06 | 53 | -18.46% | 12,605,617 | 25.15% | 19.48% | 8.02% | 25 | -44.44% | 21 | 75.00% |
31 Mar, 06 | 65 | 1.56% | 10,072,636 | -2.08% | 15.59% | 4.90% | 45 | 7.14% | 12 | -20.00% |
31 Dec, 05 | 64 | 16.36% | 10,286,703 | 14.99% | 17.84% | 7.08% | 42 | 23.53% | 15 | 36.36% |
30 Sep, 05 | 55 | 10.00% | 8,945,917 | 25.78% | 15.87% | 9.93% | 34 | 78.95% | 11 | -47.62% |
30 Jun, 05 | 50 | 11.11% | 7,112,193 | -10.32% | 12.64% | 6.33% | 19 | -24.00% | 21 | 75.00% |
31 Mar, 05 | 45 | - | 7,930,469 | -2.74% | 14.13% | 6.64% | 25 | -7.41% | 12 | -20.00% |
31 Dec, 04 | 45 | 36.36% | 8,154,241 | 3.27% | 14.58% | 7.33% | 27 | 80.00% | 15 | - |
30 Sep, 04 | 33 | -26.67% | 7,896,112 | -8.20% | 14.10% | 5.96% | 15 | -42.31% | 15 | -11.76% |
30 Jun, 04 | 45 | -16.67% | 8,601,834 | 35.77% | 15.38% | 11.92% | 26 | -16.13% | 17 | 6.25% |
31 Mar, 04 | 54 | 1.89% | 6,335,646 | 51.75% | 11.36% | 19.02% | 31 | - | 16 | 45.45% |
31 Dec, 03 | 53 | 10.42% | 4,175,048 | -20.76% | 7.73% | 8.58% | 31 | 24.00% | 11 | -21.43% |
30 Sep, 03 | 48 | 11.63% | 5,268,806 | -1.96% | 9.49% | 9.62% | 25 | - | 14 | 27.27% |
30 Jun, 03 | 43 | 19.44% | 5,374,130 | 30.02% | 9.93% | 15.06% | 25 | 31.58% | 11 | -15.38% |
31 Mar, 03 | 36 | 5.88% | 4,133,192 | 5.55% | 8.12% | 13.41% | 19 | -20.83% | 13 | 116.67% |
31 Dec, 02 | 34 | 6.25% | 3,915,985 | -16.66% | 7.78% | 9.16% | 24 | 14.29% | 6 | - |
30 Sep, 02 | 32 | 18.52% | 4,698,539 | 37.18% | 9.22% | 20.68% | 21 | 23.53% | 6 | - |
30 Jun, 02 | 27 | -6.90% | 3,424,968 | -50.65% | 6.68% | 3.21% | 17 | -26.09% | 6 | 20.00% |
31 Mar, 02 | 29 | 52.63% | 6,940,496 | 252.77% | 14.43% | 79.46% | 23 | 91.67% | 5 | 25.00% |
31 Dec, 01 | 19 | -17.39% | 1,967,416 | -29.41% | 4.26% | 11.72% | 12 | -29.41% | 4 | -20.00% |
30 Sep, 01 | 23 | -4.17% | 2,787,276 | -54.69% | 6.03% | 3.39% | 17 | 21.43% | 5 | -16.67% |
30 Jun, 01 | 24 | -4.00% | 6,151,352 | -22.41% | 13.33% | 4.50% | 14 | -17.65% | 6 | - |
31 Mar, 01 | 25 | 31.58% | 7,928,038 | 5.92% | 17.21% | 6.47% | 17 | 70.00% | 6 | -14.29% |
31 Dec, 00 | 19 | 5.56% | 7,485,003 | 0.98% | 16.32% | 6.24% | 10 | 42.86% | 7 | -12.50% |
30 Sep, 00 | 18 | -10.00% | 7,412,403 | -9.04% | 16.17% | 5.11% | 7 | -46.15% | 8 | 60.00% |
30 Jun, 00 | 20 | 42.86% | 8,149,028 | 26.73% | 17.78% | 9.06% | 13 | - | 5 | 400.00% |
31 Mar, 00 | 14 | 1300.00% | 6,430,012 | 3591.17% | 14.01% | 10865.80% | 13 | 1200.00% | 1 | - |
31 Dec, 99 | 1 | - | 174,200 | - | 0.36% | - | 1 | - | - | - |
Everest Group Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Everest Group Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 1 | - | - |
Q4 2023 | 1 | 4 | 25.00% |
Q3 2023 | 1 | 1 | 100.00% |
Q2 2023 | 1 | - | - |
Q1 2023 | 17 | 19 | 89.47% |
Q4 2022 | 2 | 11 | 18.18% |
Q3 2022 | 3 | 1 | 300.00% |
Q2 2022 | 2 | - | - |
Q1 2022 | 15 | 19 | 78.95% |
Q4 2021 | 1 | 5 | 20.00% |
Q3 2021 | 1 | 1 | 100.00% |
Q2 2021 | 1 | 1 | 100.00% |
Q1 2021 | 16 | 16 | 100.00% |
Q4 2020 | 1 | 4 | 25.00% |
Q3 2020 | 1 | 4 | 25.00% |
Q2 2020 | 1 | 5 | 20.00% |
Q1 2020 | 21 | 25 | 84.00% |
Q4 2019 | 7 | 3 | 233.33% |
Q3 2019 | 3 | 3 | 100.00% |
Q2 2019 | 1 | 3 | 33.33% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | - | - | - |
Q4 2023 | - | - | - |
Q3 2023 | - | - | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | 8 | - |
Q3 2022 | - | 1 | - |
Q2 2022 | - | - | - |
Q1 2022 | - | 3 | - |
Q4 2021 | - | - | - |
Q3 2021 | - | - | - |
Q2 2021 | - | 1 | - |
Q1 2021 | 1 | - | - |
Q4 2020 | - | 1 | - |
Q3 2020 | - | 3 | - |
Q2 2020 | - | 4 | - |
Q1 2020 | 3 | 2 | 150.00% |
Q4 2019 | - | - | - |
Q3 2019 | 2 | 2 | 100.00% |
Q2 2019 | - | 2 | - |
RE Ownership FAQ
Who Owns Everest Group?
Everest Group is owned by institutional shareholders (21.05%), insiders (0.00%), and public (78.95%). The largest institutional shareholder of Everest Group is VANGUARD GROUP INC (12.31% of total shares) and the top mutual fund owner is THOMPSON IM FUNDS INC (1.12% of total shares).
Who are the major institutional shareholders of Everest Group?
Everest Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, and FRANKLIN RESOURCES INC. The top five shareholders own together 37.88% of the company's share outstanding.
How many Everest Group shareholders are there?
As of Jun 2024, there are 366 institutional shareholders of Everest Group.
What percentage of Everest Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 5.34M shares of Everest Group, representing 12.31% of the company's total shares outstanding, valued at $2.04B (as of Jun 2024).
What percentage of Everest Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.99M shares of Everest Group (RE), compromising 9.20% of the company, valued at $1.52B.
What percentage of Everest Group is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of Everest Group. The company owns 3.89M of the company's shares outstanding (worth $1.48B).