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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
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.2K +13 New
TPCW
277
TD Private Client Wealth
New York
$954
Nisa Investment Advisors
278
Nisa Investment Advisors
Missouri
$469 +$185K +2,000 +69%
Capital International Investors
279
Capital International Investors
California
-$46.8M -560,000 Closed
MSA
280
Mason Street Advisors
Wisconsin
-$2.36M -28,252 Closed
EAM
281
Eagle Asset Management
Florida
-$1.51M -18,077 Closed
AIC
282
Aurora Investment Counsel
Georgia
-$956K -11,445 Closed
HSA
283
Hussman Strategic Advisors
Maryland
-$852K -10,200 Closed
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
-$919K -9,947 Closed
AA
285
AQR Arbitrage
Connecticut
-$526K -6,352 Closed
PAMP
286
Polar Asset Management Partners
Ontario, Canada
-$338K -4,044 Closed
BAM
287
Blueshift Asset Management
New Jersey
-$271K -3,248 Closed
Wolverine Trading
288
Wolverine Trading
Illinois
-$262K -3,156 Closed
ACM
289
AlphaCrest Capital Management
New York
-$212K -2,541 Closed
GC
290
Gratus Capital
Georgia
-$205K -2,450 Closed
LWCFA
291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$159K -1,907 Closed
SDIC
292
South Dakota Investment Council
South Dakota
-$92K -1,099 Closed
PWPS
293
Pinnacle Wealth Planning Services
Ohio
-$75K -896 Closed
DSC
294
Duncker Streett & Co
Missouri
-$17K -200 Closed
CAAS
295
Capital Asset Advisory Services
Michigan
-$15K -185 Closed
Simplex Trading
296
Simplex Trading
Illinois
-$9.79K -106 Closed
ASN
297
Advisory Services Network
Georgia
-$7K -89 Closed
VCG
298
Vantage Consulting Group
Virginia
-$7K -81 Closed
ABC
299
Associated Banc-Corp
Wisconsin
-$3K -40 Closed
FCH
300
Freestone Capital Holdings
Washington
-$2.92K -35 Closed

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.