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EFOR

Everforth Inc

281 hedge funds and large institutions have $4.81B invested in Everforth Inc in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $4.19B → $4.81B (+$620M)

11% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $3.47M

3% more funds holding

Funds holding: 272281 (+9)

0.31% more ownership

Funds ownership: 95.02%95.34% (+0.31%)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
4.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
39
Increased
92
Reduced
104
Closed
26
Calls
$3.86M
Puts
$3.47M
Net Calls
+$383K
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
226
Acadian Asset Management
Massachusetts
$136K +$65.1K +705 +98%
AAM
227
Advisors Asset Management
Colorado
$135K +$39.3K +425 +43%
PI
228
PEAK6 Investments
Illinois
$115K +$112K +1,209 New
Osaic Holdings
229
Osaic Holdings
Arizona
$113K +$50.1K +542 +87%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$97K
HPC
231
HM Payson & Co
Maine
$89K
HIA
232
Harbor Investment Advisory
Maryland
$78K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$73K -$3.23K -35 -4%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$69.2K
BC
235
Bartlett & Co
Ohio
$69K
MI
236
Markston International
New York
$67K
GWSG
237
GPS Wealth Strategies Group
Colorado
$67K +$65.8K +712 New
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$62K +$48.2K +522 +402%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$49K -$15.5K -168 -25%
Walleye Trading
240
Walleye Trading
New York
$43K +$41.3K +447 New
CMBA
241
C.M. Bidwell & Associates
Hawaii
$38K -$155K -1,680 -81%
Lazard Asset Management
242
Lazard Asset Management
New York
$35K -$1.32M -14,315 -97%
FF
243
FourThought Financial
Florida
$34K
HFM
244
Harvest Fund Management
China
$32K +$31.4K +340 New
SPIA
245
Steward Partners Investment Advisory
New York
$31.5K +$13.9K +150 +83%
MAM
246
Meeder Asset Management
Ohio
$30K +$26.7K +289 +2,890%
PA
247
Parallel Advisors
California
$24K +$924 +10 +4%
APA
248
American Portfolios Advisors
New York
$22.8K +$9.61K +104 +77%
QCG
249
Quadrant Capital Group
Ohio
$21K
CFA
250
Carroll Financial Associates
North Carolina
$19K

EFOR Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2021, worth a combined $4.81B — up 15% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EFOR positions and 26 closed out — a net gain of 13 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $24.9M. The largest seller was Capital International Investors, exiting entirely with an estimated $46.8M sold.

  • 281 institutional investors held Everforth Inc (EFOR) as of Q1 2021, up from 272 in Q4 2020.
  • Funds reported $4.81B of Everforth Inc stock for Q1 2021, up 15% quarter-over-quarter.
  • 39 funds opened new Everforth Inc positions in Q1 2021 and 26 closed out, a net change of +13 holders.
  • The largest Everforth Inc buyer in Q1 2021 was Jennison Associates, an estimated $24.9M added.
  • The largest Everforth Inc seller in Q1 2021 was Capital International Investors, an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2021.