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P

Everpure Inc
P

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: 8 → 9 (+1)

4.58% less ownership

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

6% less funds holding

Funds holding: 436 → 408 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$98.2M
3
AM
Atreides Management
Massachusetts
+$94.2M
4
Amundi
Amundi
France
+$40.1M
5
SCM
Spyglass Capital Management
California
+$36.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$103M
2
Morgan Stanley
Morgan Stanley
New York
-$96.8M
3
Millennium Management
Millennium Management
New York
-$90.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$88.2M
5
Goldman Sachs
Goldman Sachs
New York
-$64.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
376
Bell Investment Advisors
California
$4.34K – – –
VCM
377
Versant Capital Management
Arizona
$4.03K +$2.91K +108 +216%
MA
378
MCF Advisors
Kentucky
$3.93K – – –
PA
379
PSI Advisors
Florida
$3.83K – – –
LC
380
Lindbrook Capital
California
$2.91K -$1.08K -40 -26%
AA
381
Ancora Advisors
Ohio
$2.55K – – –
DSC
382
Duncker Streett & Co
Missouri
$2.55K – – –
IGWM
383
ICA Group Wealth Management
Colorado
$2.55K – – –
NECFA
384
New England Capital Financial Advisors
Connecticut
$2.55K – – –
IAIM
385
International Assets Investment Management
Florida
$2.27K +$2.4K +89 New
ADL
386
Asset Dedication LLC
California
$2K – – –
AIA
387
Arcadia Investment Advisors
Idaho
$1.79K – – –
EI
388
Ellevest Inc
New York
$1.53K -$33.4K -1,237 -95%
MHR
389
Matthew Hamilton Rosenberg
$1.33K – – –
CWC
390
Carolinas Wealth Consulting
North Carolina
$1.05K +$1.11K +41 New
CAL
391
Capital Advisors Ltd
Ohio
$1K -$108 -4 -9%
TAIM
392
TD Ameritrade Investment Management
Nebraska
$1K – – –
RFG
393
RFP Financial Group
Georgia
$995 – – –
AWM
394
Avior Wealth Management
Nebraska
$918 +$971 +36 New
TFA
395
Toth Financial Advisory
Virginia
$817 -$89K -3,300 -99%
CA
396
Crewe Advisors
Utah
$740 – – –
JWA
397
JFS Wealth Advisors
Pennsylvania
$460 +$297 +11 +157%
BAAM
398
Baker Avenue Asset Management
California
$459 -$1.24K -46 -72%
RA
399
Rise Advisors
New York
$434 +$459 +17 New
Commonwealth Equity Services
400
Commonwealth Equity Services
Massachusetts
$398 -$1.54M -56,930 -78%
14 15
16
17 18

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.