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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
CMBA
301
C.M. Bidwell & Associates
Hawaii
– -$207K -1,770 Closed
OAM
302
Oppenheimer Asset Management
New York
– -$203K -1,737 Closed
HFM
303
Harvest Fund Management
China
– -$19K -168 Closed
BBHC
304
Brown Brothers Harriman & Co
New York
– -$8K -70 Closed
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
– -$4K -38 Closed
PCA
306
Providence Capital Advisors
North Carolina
– -$4K -34 Closed
JWA
307
JFS Wealth Advisors
Pennsylvania
– -$2.87K -28 -93%
MCM
308
Manchester Capital Management
Vermont
– -$3K -25 Closed
CI
309
Cordant Inc
Oregon
– -$2K -17 Closed
CFB
310
Cullen/Frost Bankers
Texas
– -$1K -9 Closed
FMP
311
Financial Management Professionals
Texas
– -$1K -6 Closed
DI
312
Disciplined Investments
Oklahoma
– -$410 -4 -44%
PTC
313
Private Trust Company
Ohio
– +$205 +2 New
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.