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Everpure Inc

473 hedge funds and large institutions have $9.54B invested in Everpure Inc in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 175 increasing their positions, 145 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $226M | Put options by funds: $102M

21% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 145

18% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 68

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 466473 (+7)

2% more capital invested

Capital invested by funds: $9.32B → $9.54B (+$224M)

0.84% more ownership

Funds ownership: 83.8%84.64% (+0.84%)

Holders
473
Holders Change
+7
Holders Change %
+1.5%
% of All Funds
6.9%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
80
Increased
175
Reduced
145
Closed
68
Calls
$226M
Puts
$102M
Net Calls
+$125M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.67B -$346K -9,865 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.12B +$19.9M +567,358 +2%
BlackRock
3
BlackRock
New York
$625M +$57.8M +1,647,810 +10%
CIP
4
Champlain Investment Partners
Vermont
$494M +$39M +1,111,980 +9%
Morgan Stanley
5
Morgan Stanley
New York
$324M +$168M +4,792,095 +112%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$288M -$176M -5,019,206 -38%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$207M +$33M +941,736 +19%
DGI
8
Disciplined Growth Investors
Minnesota
$202M -$1.37M -39,210 -0.7%
AM
9
Atreides Management
Massachusetts
$196M -$80.6M -2,299,014 -30%
Amundi
10
Amundi
France
$184M +$33.3M +948,274 +24%
State Street
11
State Street
Massachusetts
$171M +$11.6M +332,125 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$158M +$8.26M +235,681 +6%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$152M +$30.7M +875,493 +26%
First Trust Advisors
14
First Trust Advisors
Illinois
$144M +$5.64M +160,877 +4%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$120M +$7.69M +219,300 +7%
Norges Bank
16
Norges Bank
Norway
$115M -$3.05M -86,975 -3%
PCH
17
Polar Capital Holdings
United Kingdom
$107M -$37.8M -1,078,356 -27%
Renaissance Technologies
18
Renaissance Technologies
New York
$103M +$3.33M +94,837 +3%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$86.2M -$1.61M -45,850 -2%
UBS AM
20
UBS AM
Illinois
$85.1M +$8.95M +255,189 +12%
William Blair & Company
21
William Blair & Company
Illinois
$85M +$165K +4,719 +0.2%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$84.2M +$76.5M +2,182,559 +1,231%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$78.9M +$45.6M +1,300,507 +143%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$73.8M +$33.1M +943,850 +84%
NAMA
25
Nikko Asset Management Americas
New York
$73.7M +$33.1M +943,850 +84%

P Hedge Fund Activity: Q4 2023 in Review

473 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Everpure Inc (P) for Q4 2023, worth a combined $9.54B — up 2.4% from $9.32B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new P positions and 68 closed out — a net gain of 12 holders — while 175 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $168M. The largest seller was T. Rowe Price Associates, cutting an estimated $176M.

  • 473 institutional investors held Everpure Inc (P) as of Q4 2023, up from 466 in Q3 2023.
  • Funds reported $9.54B of Everpure Inc stock for Q4 2023, up 2.4% quarter-over-quarter.
  • 80 funds opened new Everpure Inc positions in Q4 2023 and 68 closed out, a net change of +12 holders.
  • The largest Everpure Inc buyer in Q4 2023 was Morgan Stanley, an estimated $168M added.
  • The largest Everpure Inc seller in Q4 2023 was T. Rowe Price Associates, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2023.