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Eversource Energy
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Overview Fund Activity

848 hedge funds and large institutions have $19.8B invested in Eversource Energy in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 300 increasing their positions, 292 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
-10
Holders Change %
-1.17%
% of All Funds
13.37%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
88
Increased
300
Reduced
292
Closed
92
Calls
$10.6M
Puts
$6.48M
Net Calls
+$4.1M
Net Calls Change
-$4.26M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$215M
2
Man Group
Man Group
United Kingdom
$86.1M
3
Macquarie Group
Macquarie Group
Australia
$132M
4
American Century Companies
American Century Companies
Missouri
$210M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.3B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$16.1M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
ZP
Zimmer Partners
New York
$12.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.18M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
401
Baker Ellis Asset Management
Washington
$698K – – –
MCAI
402
Members Capital Advisors Inc
Wisconsin
$692K -$372K -5,248 -35%
CAM
403
Cresset Asset Management
Illinois
$680K +$680K +9,592 New
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$676K +$2.13K +30 +0.3%
BFG
405
Bleakley Financial Group
New Jersey
$676K -$12.4K -175 -2%
SS
406
Simplicity Solutions
Minnesota
$675K -$13K -184 -2%
VBCG
407
Valley Brook Capital Group
Pennsylvania
$674K – – –
NECFA
408
New England Capital Financial Advisors
Connecticut
$661K -$21.3K -301 -3%
CCG
409
Chatham Capital Group
Georgia
$659K -$3.05K -43 -0.5%
SWP
410
Stratos Wealth Partners
Ohio
$656K +$30.3K +427 +5%
SC
411
SouthState Corp
Florida
$647K -$2.13K -30 -0.3%
VA
412
Valmark Advisers
Ohio
$643K -$12.1K -170 -2%
DWM
413
Destination Wealth Management
California
$642K -$5.53K -78 -0.9%
DGAM
414
Desjardins Global Asset Management
Quebec, Canada
$637K +$17K +240 +3%
MP
415
McDonald Partners
Ohio
$635K +$9.58K +135 +2%
BRWA
416
B. Riley Wealth Advisors
Florida
$635K -$37.4K -528 -6%
WT
417
Whittier Trust
California
$625K +$426 +6 +0.1%
DWP
418
Daymark Wealth Partners
Ohio
$624K +$65.5K +923 +12%
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$621K -$162K -2,279 -21%
VI
420
Versor Investments
New York
$615K +$71.3K +1,005 +13%
CCFCSB
421
Cape Cod Five Cents Savings Bank
Massachusetts
$606K +$35.3K +498 +6%
CIM
422
Chiron Investment Management
New York
$601K +$601K +8,477 New
BCI
423
Brinker Capital Investments
Pennsylvania
$598K -$19.1K -269 -3%
OPS
424
Orion Portfolio Solutions
Nebraska
$598K -$19.1K -269 -3%
V
425
Veritable
Delaware
$592K +$54.3K +766 +10%
15 16
17
18 19