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EFOR

Everforth Inc
EFOR

289 hedge funds and large institutions have $4.39B invested in Everforth Inc in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

4% more funds holding

Funds holding: 279 → 289 (+10)

0.97% more ownership

Funds ownership: 94.17% → 95.15% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

21% less capital invested

Capital invested by funds: $5.53B → $4.39B (-$1.14B)

68% less call options, than puts

Call options by funds: $1.55M | Put options by funds: $4.77M

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
101
Reduced
108
Closed
25
Calls
$1.55M
Puts
$4.77M
Net Calls
-$3.22M
Net Calls Change
-$1.19M

Top Buyers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
+$49.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$26.2M
3
Macquarie Group
Macquarie Group
Australia
+$20M
4
Morgan Stanley
Morgan Stanley
New York
+$17.4M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$16M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$31.1M
2
Boston Partners
Boston Partners
Massachusetts
-$27.7M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$20.6M
4
TCM
TimesSquare Capital Management
New York
-$16.1M
5
CS
Credit Suisse
Switzerland
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
276
Charter Oak Capital Management
New Hampshire
$2K – – –
IA
277
IFP Advisors
Florida
$2K – – –
TFGT
278
TS Financial Group (TSFG)
Illinois
$2K – – –
SC
279
Schubert & Co
Texas
$2K +$820 +8 +73%
BTI
280
Blue Trust Inc
Georgia
$2K +$1.33K +13 New
MF
281
Magnetar Financial
Illinois
$1.16K +$1.31M +12,811 New
FHA
282
First Horizon Advisors
Tennessee
$1K -$410 -4 -22%
BBPWM
283
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
LC
284
Lindbrook Capital
California
$1K +$513 +5 +83%
BIA
285
Bell Investment Advisors
California
$1K +$615 +6 New
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$677 +$172K +1,679 +28%
Aberdeen Group
287
Aberdeen Group
United Kingdom
– -$31.1M -265,846 Closed
American Century Companies
288
American Century Companies
Missouri
– -$12.5M -107,409 Closed
LCG
289
Lisanti Capital Growth
New York
– -$6.52M -55,880 Closed
SCP
290
Seizert Capital Partners
Michigan
– -$2.79M -23,870 Closed
Acadian Asset Management
291
Acadian Asset Management
Massachusetts
– -$1.57M -13,451 Closed
QC
292
Quadrature Capital
United Kingdom
– -$344K -2,949 Closed
RHJA
293
Rice Hall James & Associates
California
– -$300K -2,574 Closed
LC
294
Loews Corp
New York
– -$264K -2,261 Closed
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
– -$256K -2,190 Closed
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
– -$249K -2,133 Closed
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
– -$246K -2,104 Closed
CIA
298
Choate Investment Advisors
Massachusetts
– -$234K -2,007 Closed
PMA
299
Prudent Man Advisors
Illinois
– -$225K -1,932 Closed
Franklin Resources
300
Franklin Resources
California
– -$216K -1,847 Closed
9 10 11
12
13

EFOR Hedge Fund Activity: Q2 2022 in Review

289 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2022, worth a combined $4.39B — down 21% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EFOR positions and 25 closed out — a net gain of 17 holders — while 101 added to existing stakes and 108 trimmed.

The largest buyer was BAMCO Inc, adding an estimated $49.5M. The largest seller was Aberdeen Group, exiting entirely with an estimated $31.1M sold.

  • 289 institutional investors held Everforth Inc (EFOR) as of Q2 2022, up from 279 in Q1 2022.
  • Funds reported $4.39B of Everforth Inc stock for Q2 2022, down 21% quarter-over-quarter.
  • 42 funds opened new Everforth Inc positions in Q2 2022 and 25 closed out, a net change of +17 holders.
  • The largest Everforth Inc buyer in Q2 2022 was BAMCO Inc, an estimated $49.5M added.
  • The largest Everforth Inc seller in Q2 2022 was Aberdeen Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2022.