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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.16B +$130M +4,800,883 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$740M +$34M +1,259,809 +5%
BlackRock
3
BlackRock
New York
$398M +$3.01M +111,610 +0.7%
CIP
4
Champlain Investment Partners
Vermont
$367M +$15M +557,025 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$359M +$98.2M +3,638,489 +35%
AM
6
Atreides Management
Massachusetts
$185M +$94.2M +3,489,559 +93%
DGI
7
Disciplined Growth Investors
Minnesota
$150M +$19.1M +709,299 +14%
BNP Paribas Asset Management
8
BNP Paribas Asset Management
France
$127M -$351K -12,999 -0.3%
State Street
9
State Street
Massachusetts
$113M +$3.85M +142,801 +3%
First Trust Advisors
10
First Trust Advisors
Illinois
$105M -$12.3M -454,469 -10%
Amundi
11
Amundi
France
$105M +$40.1M +1,487,084 +56%
Morgan Stanley
12
Morgan Stanley
New York
$102M -$96.8M -3,585,825 -47%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$101M +$5.7M +211,104 +6%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$92.7M -$29.5M -1,092,640 -23%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$91M -$305K -11,305 -0.3%
Norges Bank
16
Norges Bank
Norway
$82.8M -$3.32M -123,085 -4%
SCM
17
Spyglass Capital Management
California
$69.6M +$36.6M +1,356,041 +99%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$58M -$45.6M -1,690,500 -43%
William Blair & Company
19
William Blair & Company
Illinois
$55.9M -$12.7M -469,037 -18%
WRCM
20
Whale Rock Capital Management
Massachusetts
$53.8M -$56.4M -2,089,548 -50%
Renaissance Technologies
21
Renaissance Technologies
New York
$49.6M +$788K +29,200 +2%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$48.6M +$32M +1,185,609 +165%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$47.5M +$2.08M +77,160 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$47M -$88.2M -3,269,920 -64%
Charles Schwab
25
Charles Schwab
California
$45.9M +$747K +27,690 +2%

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.