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EFOR

Everforth Inc

279 hedge funds and large institutions have $5.53B invested in Everforth Inc in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% more ownership

Funds ownership: 93.44%94.17% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

6% less funds holding

Funds holding: 297279 (-18)

8% less capital invested

Capital invested by funds: $6B → $5.53B (-$470M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

54% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $3.77M

Holders
279
Holders Change
-18
Holders Change %
-6.06%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
97
Reduced
107
Closed
43
Calls
$1.74M
Puts
$3.77M
Net Calls
-$2.03M
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
301
Dynamic Technology Lab
Singapore
-$401K -3,250 Closed
AIM
302
Aigen Investment Management
New York
-$376K -3,118 Closed
MGIA
303
Moneta Group Investment Advisors
Missouri
-$358K -2,901 Closed
SM
304
Sciencast Management
New Jersey
-$363K -2,851 Closed
GCP
305
GSA Capital Partners
United Kingdom
-$313K -2,540 Closed
AP
306
Advisor Partners
California
-$220K -1,782 Closed
BRWA
307
B. Riley Wealth Advisors
Florida
-$202K -1,635 Closed
DFCM
308
Dark Forest Capital Management
Puerto Rico
-$95K -767 Closed
Lazard Asset Management
309
Lazard Asset Management
New York
-$42K -346 Closed
UFF
310
USA Financial Formulas
Michigan
-$34K -278 Closed
SFM
311
Signet Financial Management
New Jersey
-$31K -252 Closed
SCA
312
Snowden Capital Advisors
New York
-$17K -144 Closed
PHK
313
Point72 Hong Kong
Hong Kong
-$7K -54 Closed
SC
314
Stephens Consulting
Michigan
-$3.21K -26 Closed
SWM
315
Spire Wealth Management
Virginia
-$2K -17 Closed
LWA
316
Lenox Wealth Advisors
New York
-$1K -10 Closed
CT
317
Cambridge Trust
Massachusetts
-$1K -9 Closed
ACM
318
Absolute Capital Management
Pennsylvania
-$987 -8 Closed
MP
319
McDonald Partners
Ohio
-$987 -8 Closed
SWA
320
Sutton Wealth Advisors
Florida
-$617 -5 Closed
AF
321
Allworth Financial
California
+$227 +2 New
SIC
322
SJS Investment Consulting
Ohio
+$227 +2 New

EFOR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2022, worth a combined $5.53B — down 7.8% from $6B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EFOR and 29 opened new positions — a net loss of 14 holders — while 107 trimmed existing stakes and 97 added.

The largest buyer was Fidelity Investments, adding an estimated $48.2M. The largest seller was Aberdeen Group, cutting an estimated $17.5M.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q1 2022, down from 297 in Q4 2021.
  • Funds reported $5.53B of Everforth Inc stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2022 and 43 closed out, a net change of -14 holders.
  • The largest Everforth Inc buyer in Q1 2022 was Fidelity Investments, an estimated $48.2M added.
  • The largest Everforth Inc seller in Q1 2022 was Aberdeen Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.