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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
AAP
401
Arax Advisory Partners
Colorado
$383 – – –
BCH
402
Berkshire Capital Holdings
California
$255 – – –
BWM
403
BerganKDV Wealth Management
Minnesota
$179 – – –
SC
404
Schubert & Co
Texas
$179 +$108 +4 +133%
DI
405
Disciplined Investments
Oklahoma
$102 +$54 +2 +100%
TWA
406
TCI Wealth Advisors
Arizona
$52 -$1.59K -59 -97%
TWD
407
True Wealth Design
Ohio
$52 +$27 +1 +100%
SIC
408
SJS Investment Consulting
Ohio
$26 -$27 -1 -50%
Capital Fund Management (CFM)
409
Capital Fund Management (CFM)
France
– -$17.3M -646,088 Closed
Fuller & Thaler Asset Management
410
Fuller & Thaler Asset Management
California
– -$12.9M -483,619 Closed
PCM
411
Penn Capital Management
Pennsylvania
– -$11.5M -428,310 Closed
LP
412
LMR Partners
United Kingdom
– -$9.67M -361,288 Closed
Simplex Trading
413
Simplex Trading
Illinois
– -$7.54M -279,503 Closed
Lord, Abbett & Co
414
Lord, Abbett & Co
New Jersey
– -$6.49M -242,321 Closed
CPC
415
Cookson Peirce & Co
Pennsylvania
– -$5.8M -216,924 Closed
SCM
416
Sandler Capital Management
New York
– -$5.3M -198,000 Closed
APG Asset Management
417
APG Asset Management
Netherlands
– -$3.7M -138,400 Closed
MGIM
418
M&G Investment Management
United Kingdom
– -$3.01M -111,530 Closed
Macquarie Group
419
Macquarie Group
Australia
– -$2.94M -109,920 Closed
HRCM
420
Hawk Ridge Capital Management
California
– -$2.49M -93,000 Closed
BSG
421
Black Swift Group
Colorado
– -$2.14M -80,000 Closed
QCM
422
Quantinno Capital Management
New York
– -$1.74M -65,138 Closed
PAM
423
Premier Asset Management
Illinois
– -$1.64M -61,365 Closed
RIM
424
Redwood Investment Management
Arizona
– -$1.47M -55,075 Closed
TCM
425
Teza Capital Management
Illinois
– -$1.46M -54,433 Closed
15 16
17
18 19

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.