Everforth Inc
EFOR
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.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+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: 272 → 281 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$24.9M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$18.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$16.4M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$16.2M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$46.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$19.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.24M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICP
301
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$2K | -33 | Closed |
|
|
JIR
302
James Investment Research
Alpha,
Ohio
| – | -$2K | -27 | Closed |
|
303
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -14 | Closed |
|
|
TF
304
Tompkins Financial
Ithaca,
New York
| – | -$1K | -13 | Closed |
|
|
FHA
305
First Horizon Advisors
Memphis,
Tennessee
| – | +$185 | +2 | New |
|
|
VFA
306
Valeo Financial Advisors
Carmel,
Indiana
| – | +$462 | +5 | 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.