We are live on ! Find out more
EFOR

Everforth Inc
EFOR

277 hedge funds and large institutions have $4.41B invested in Everforth Inc in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.04% more ownership

Funds ownership: 95.15% → 97.19% (+2%)

0% more capital invested

Capital invested by funds: $4.39B → $4.41B (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 289 → 277 (-12)

24% less call options, than puts

Call options by funds: $614K | Put options by funds: $805K

26% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 121

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

Holders
277
Holders Change
-12
Holders Change %
-4.15%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
89
Reduced
121
Closed
31
Calls
$614K
Puts
$805K
Net Calls
-$191K
Net Calls Change
+$3.03M

Top Buyers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
+$94.5M
2
Millennium Management
Millennium Management
New York
+$21.4M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$18.4M
4
Goldman Sachs
Goldman Sachs
New York
+$9.11M
5
Boston Partners
Boston Partners
Massachusetts
+$7.01M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$38.7M
2
Invesco
Invesco
Georgia
-$13.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.82M
4
BlackRock
BlackRock
New York
-$7.46M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$7K +$4.56K +47 +142%
IA
252
IFP Advisors
Florida
$7K +$6.11K +63 +286%
Jones Financial Companies
253
Jones Financial Companies
Missouri
$6K – – –
SPIA
254
Steward Partners Investment Advisory
New York
$6K – – –
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$5K -$5.04K -52 -45%
WT
256
Whittier Trust
California
$4K – – –
SC
257
Schubert & Co
Texas
$3K +$1.07K +11 +58%
JWA
258
JFS Wealth Advisors
Pennsylvania
$3K +$2.91K +30 +1,500%
UB
259
UMB Bank
Missouri
$2K -$2.13K -22 -49%
BAM
260
Byrne Asset Management
New Jersey
$2K – – –
HR
261
Howe & Rusling
New York
$2K – – –
TFGT
262
TS Financial Group (TSFG)
Illinois
$2K – – –
TWA
263
TCI Wealth Advisors
Arizona
$2K +$291 +3 +14%
BTI
264
Blue Trust Inc
Georgia
$2K +$873 +9 +69%
FHA
265
First Horizon Advisors
Tennessee
$2K +$970 +10 +71%
HH
266
HWG Holdings
Texas
$2K +$1.65K +17 New
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.33K +24 New
BBPWM
268
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
DI
269
Disciplined Investments
Oklahoma
$1K +$194 +2 +40%
BIA
270
Bell Investment Advisors
California
$1K +$485 +5 +83%
SIC
271
SJS Investment Consulting
Ohio
$1K +$1.16K +12 New
ACM
272
Absolute Capital Management
Pennsylvania
$724 +$776 +8 New
SWA
273
Sutton Wealth Advisors
Florida
$723 +$776 +8 New
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$681 -$86.4K -891 -12%
BBL
275
Beck Bode LLC
Massachusetts
– -$4.93M -54,698 Closed
9 10
11
12 13

EFOR Hedge Fund Activity: Q3 2022 in Review

277 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2022, worth a combined $4.41B — up 0.49% from $4.39B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EFOR and 22 opened new positions — a net loss of 9 holders — while 121 trimmed existing stakes and 89 added.

The largest buyer was Pathstone Family Office, adding an estimated $94.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $38.7M.

  • 277 institutional investors held Everforth Inc (EFOR) as of Q3 2022, down from 289 in Q2 2022.
  • Funds reported $4.41B of Everforth Inc stock for Q3 2022, up 0.49% quarter-over-quarter.
  • 22 funds opened new Everforth Inc positions in Q3 2022 and 31 closed out, a net change of -9 holders.
  • The largest Everforth Inc buyer in Q3 2022 was Pathstone Family Office, an estimated $94.5M added.
  • The largest Everforth Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2022.