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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
PCG
251
Private Capital Group
Connecticut
$18K
ST
252
Smithfield Trust
Pennsylvania
$18K
AF
253
Advisornet Financial
Minnesota
$15K
BMD
254
Better Money Decisions
New Mexico
$12K +$11.2K +121 New
AIG
255
American International Group
New York
$11.9K +$67.1K +726 +0.6%
CA
256
Crewe Advisors
Utah
$10K
HNB
257
Huntington National Bank
Ohio
$10K +$369 +4 +4%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$9K
GAM
259
Gemmer Asset Management
California
$8K
PMFA
260
Plante Moran Financial Advisors
Michigan
$7K +$6.46K +70 New
FPS
261
Fieldpoint Private Securities
Connecticut
$6K
WCM
262
Wealthcare Capital Management
Virginia
$6K +$5.63K +61 New
SFS
263
Sowell Financial Services
Arkansas
$6K +$5.73K +62 New
TWA
264
TCI Wealth Advisors
Arizona
$5K +$2.68K +29 +132%
BCA
265
Berman Capital Advisors
Georgia
$4K
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$4K
HR
267
Howe & Rusling
New York
$3K
AssetMark Inc
268
AssetMark Inc
California
$3K +$277 +3 +9%
GEA
269
Glen Eagle Advisors
New Jersey
$2.39K +$2.31K +25 New
S
270
SignatureFD
Georgia
$2K -$1.02K -11 -34%
HI
271
Harbour Investments
Wisconsin
$2K +$1.75K +19 New
SWM
272
Spire Wealth Management
Virginia
$2K +$2.31K +25 New
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$1K -$6.65K -72 -78%
FHC
274
First Horizon Corporation
Tennessee
$1K +$92 +1 +6%
CWP
275
Concord Wealth Partners
Virginia
$1K +$1.11K +12 New

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.