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EFOR

Everforth Inc
EFOR

297 hedge funds and large institutions have $6B invested in Everforth Inc in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 16

19% more funds holding

Funds holding: 249 → 297 (+48)

6% more capital invested

Capital invested by funds: $5.65B → $6B (+$356M)

0.78% less ownership

Funds ownership: 94.22% → 93.44% (-0.78%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

28% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 116

41% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $4.65M

Holders
297
Holders Change
+48
Holders Change %
+19.28%
% of All Funds
4.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
67
Increased
83
Reduced
116
Closed
16
Calls
$2.74M
Puts
$4.65M
Net Calls
-$1.91M
Net Calls Change
-$5.31M

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$33.7M
2
N
Nuveen
North Carolina
+$7.35M
3
BBL
Beck Bode LLC
Massachusetts
+$7.24M
4
American Century Companies
American Century Companies
Missouri
+$6.94M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$6.47M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$72.9M
2
Boston Partners
Boston Partners
Massachusetts
-$54.2M
3
BlackRock
BlackRock
New York
-$31.1M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$22.4M
5
CA
CastleArk Alternatives
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Skandinaviska Enskilda Banken (SEB)
301
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$668K -5,900 Closed
SFI
302
Susquehanna Fundamental Investments
Pennsylvania
– -$639K -5,651 Closed
QIM
303
Quantitative Investment Management
Virginia
– -$481K -4,259 Closed
PG
304
Pendal Group
Australia
– -$376K -3,320 Closed
PAM
305
Premier Asset Management
Illinois
– -$331K -2,926 Closed
CIM
306
CIM Investment Management
Pennsylvania
– -$325K -2,874 Closed
CFA
307
Carroll Financial Associates
North Carolina
– -$23K -209 Closed
BMD
308
Better Money Decisions
New Mexico
– -$14K -121 Closed
GPA
309
Guidance Point Advisors
Massachusetts
– -$9K -81 Closed
APA
310
American Portfolios Advisors
New York
– -$3.73K -33 Closed
HI
311
Harbour Investments
Wisconsin
– -$4K -33 Closed
MAM
312
Meeder Asset Management
Ohio
– -$1K -13 Closed
TPCW
313
TD Private Client Wealth
New York
– -$1.13K -10 Closed
9 10 11 12
13

EFOR Hedge Fund Activity: Q4 2021 in Review

297 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2021, worth a combined $6B — up 6.3% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EFOR positions and 16 closed out — a net gain of 51 holders — while 83 added to existing stakes and 116 trimmed.

The largest buyer was Fidelity International, adding an estimated $33.7M. The largest seller was Wells Fargo, cutting an estimated $72.9M.

  • 297 institutional investors held Everforth Inc (EFOR) as of Q4 2021, up from 249 in Q3 2021.
  • Funds reported $6B of Everforth Inc stock for Q4 2021, up 6.3% quarter-over-quarter.
  • 67 funds opened new Everforth Inc positions in Q4 2021 and 16 closed out, a net change of +51 holders.
  • The largest Everforth Inc buyer in Q4 2021 was Fidelity International, an estimated $33.7M added.
  • The largest Everforth Inc seller in Q4 2021 was Wells Fargo, an estimated $72.9M sold.

Based on aggregated 13F filings for Q4 2021.