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Everpure Inc

408 hedge funds and large institutions have $6.5B invested in Everpure Inc in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 136 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $166M | Put options by funds: $86.7M

19% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 136

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4.58% less ownership

Funds ownership: 88.54%83.96% (-4.6%)

6% less funds holding

Funds holding: 436408 (-28)

9% less capital invested

Capital invested by funds: $7.14B → $6.5B (-$646M)

28% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 71

Holders
408
Holders Change
-28
Holders Change %
-6.42%
% of All Funds
6.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
51
Increased
162
Reduced
136
Closed
71
Calls
$166M
Puts
$86.7M
Net Calls
+$79.6M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
276
Duality Advisers
Florida
$354K -$105K -3,889 -22%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$349K +$41K +1,519 +13%
HighTower Advisors
278
HighTower Advisors
Illinois
$346K -$135K -5,012 -27%
VPIM
279
Vanguard Personalized Indexing Management
California
$342K -$346K -12,830 -49%
BPA
280
Beacon Pointe Advisors
California
$339K +$31.1K +1,151 +9%
SCA
281
Summit Creek Advisors
Minnesota
$339K
TIAM
282
TT International Asset Management
United Kingdom
$337K -$178K -6,586 -33%
NA
283
NewEdge Advisors
Louisiana
$336K -$146K -5,401 -29%
ICP
284
Interchange Capital Partners
Pennsylvania
$335K +$355K +13,151 New
Los Angeles Capital Management
285
Los Angeles Capital Management
California
$328K
CG
286
Cutler Group
California
$325K -$826K -30,624 -71%
PTC
287
Petrus Trust Company
Texas
$321K +$61.9K +2,295 +22%
MWC
288
MBM Wealth Consultants
Missouri
$315K
Creative Planning
289
Creative Planning
Kansas
$314K +$61.6K +2,283 +23%
MC
290
Miramar Capital
Illinois
$306K
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
$305K -$4.1K -152 -1%
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$305K -$113K -4,177 -26%
IC
293
IEQ Capital
California
$294K -$294K -10,887 -49%
MM
294
MQS Management
New York
$290K +$77.3K +2,864 +34%
AWE
295
Avidian Wealth Enterprises
Texas
$283K -$27K -1,000 -8%
BPCE
296
Bank Pictet & Cie (Europe)
Germany
$278K +$34.3K +1,270 +13%
SS
297
Simplicity Solutions
Minnesota
$272K +$288K +10,679 New
KAS
298
Kestra Advisory Services
Texas
$269K +$27.1K +1,006 +11%
New York State Teachers Retirement System (NYSTRS)
299
New York State Teachers Retirement System (NYSTRS)
New York
$267K +$282K +10,449 New
VI
300
Versor Investments
New York
$265K -$972K -36,036 -78%

P Hedge Fund Activity: Q1 2023 in Review

408 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Everpure Inc (P) for Q1 2023, worth a combined $6.5B — down 9.1% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of P and 51 opened new positions — a net loss of 20 holders — while 136 trimmed existing stakes and 162 added.

The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 408 institutional investors held Everpure Inc (P) as of Q1 2023, down from 436 in Q4 2022.
  • Funds reported $6.5B of Everpure Inc stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 51 funds opened new Everpure Inc positions in Q1 2023 and 71 closed out, a net change of -20 holders.
  • The largest Everpure Inc buyer in Q1 2023 was Fidelity Investments, an estimated $130M added.
  • The largest Everpure Inc seller in Q1 2023 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2023.