Everforth Inc
EFOR
250 hedge funds and large institutions have $3.51B invested in Everforth Inc in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 53 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
0.13% less ownership
Funds ownership: 93.97% → 93.84% (-0.13%)
3% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 99
9% less capital invested
Capital invested by funds: $3.84B → $3.51B (-$330M)
9% less funds holding
Funds holding: 274 → 250 (-24)
43% less call options, than puts
Call options by funds: $2.74M | Put options by funds: $4.78M
45% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$31.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$30M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$22.5M |
| 4 |
IGM
Incline Global Management
New York
|
+$19.8M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$128M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.5M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$8.63M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$7.06M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$6.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
301
Avion Wealth
The Woodlands,
Texas
| – | +$503 | +7 | New |
|
302
Comerica Bank
Dallas,
Texas
| – | +$195K | +2,706 | New |
|
EFOR Hedge Fund Activity: Q2 2023 in Review
250 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2023, worth a combined $3.51B — down 8.6% from $3.84B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of EFOR and 29 opened new positions — a net loss of 24 holders — while 99 trimmed existing stakes and 96 added.
The largest buyer was Victory Capital Management, adding an estimated $31.8M. The largest seller was Fidelity Investments, cutting an estimated $128M.
- 250 institutional investors held Everforth Inc (EFOR) as of Q2 2023, down from 274 in Q1 2023.
- Funds reported $3.51B of Everforth Inc stock for Q2 2023, down 8.6% quarter-over-quarter.
- 29 funds opened new Everforth Inc positions in Q2 2023 and 53 closed out, a net change of -24 holders.
- The largest Everforth Inc buyer in Q2 2023 was Victory Capital Management, an estimated $31.8M added.
- The largest Everforth Inc seller in Q2 2023 was Fidelity Investments, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2023.