Monitor for any Q4 2026 13F filings or insider Form 4 activity to confirm whether this accumulation continued or was reversed. The absence of insider buying alongside this institutional cluster weakens conviction slightly.
Executive Summary
Five institutional investors accumulated $207.2M in Everpure, Inc. during Q3 2026, led by Assenagon Asset Management ($117M increase) and Artemis Investment Management ($70.9M increase), while only one institution trimmed a small position. The cluster is strongly bullish but the 45-day reporting lag means positions may have been adjusted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $207.2M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +504% | $130.0M | $117.0M |
| Artemis Investment Management | DOUBLED | +100.1% | $101.5M | $70.9M |
| Czech National Bank | NEW | +0% | $12.5M | $12.5M |
| Wealth Enhancement Advisory Services | ADD | +35% | $10.6M | $6.6M |
| Mather Group | DOUBLED | +749.8% | $230.0K | $214.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | TRIM | -34.9% | $21.9M | -$1.8M |
Key Facts
- 5 institutional buyers added $207.2M in net new positions during Q3 2026
- Assenagon Asset Management doubled its stake to $130.0M (+$117.0M)
- Artemis Investment Management doubled to $101.5M (+$70.9M)
- Czech National Bank opened a new $12.5M position
- Only 1 seller (Robeco) trimmed $1.8M, a negligible reduction
- All buyers are active asset managers, not passive/index funds
Financial Impact
5 institutions accumulated $207.2M in new Everpure holdings while 1 institution reduced by $1.8M, for net institutional buying of approximately $205.4M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroborates the institutional thesis
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-P-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $133.00 | awaiting T+5 | — | — |
Oct 20, 2026 7d ago | Institutional Cluster | $130.93 | awaiting T+5 | — | — |
Oct 16, 2026 11d ago | Insider Cluster | $127.09 $131.33 | ▼ −3.34% | ▼ −3.48% | — |
Oct 15, 2026 12d ago | Insider Cluster | $124.01 $123.33 | ▲ +0.55% | ▲ +0.12% | — |
Oct 14, 2026 13d ago | Insider Cluster | $133.40 $121.20 | ▲ +9.15% | ▲ +8.13% | — |
Oct 14, 2026 13d ago | 144 | $133.40 $121.20 | ▼ −9.15% | ▼ −8.13% | — |
Oct 13, 2026 14d ago | 144 | $141.49 $130.93 | ▼ −7.46% | ▼ −7.92% | — |
Oct 13, 2026 14d ago | 144 | $141.49 $130.93 | ▲ +7.46% | ▲ +7.92% | — |
Oct 13, 2026 14d ago | 144 | $156.97 $126.52 | ▼ −19.40% | ▼ −18.25% | — |
Oct 13, 2026 14d ago | Insider Cluster | $141.49 $130.93 | ▲ +7.46% | ▲ +7.92% | — |
US Market Status
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