Everforth Inc
EFOR
248 hedge funds and large institutions have $3.29B invested in Everforth Inc in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 35 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
90% more capital invested
Capital invested by funds: $1.73B → $3.29B (+$1.56B)
17% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 35
2.21% more ownership
Funds ownership: 91.83% → 94.04% (+2.2%)
2% more funds holding
Funds holding: 243 → 248 (+5)
6% more call options, than puts
Call options by funds: $6.97M | Put options by funds: $6.58M
4% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.5M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$34.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$11M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$10.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$30.3M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$16.5M |
| 3 |
Morgan Stanley
New York
|
-$13.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.9M |
EFOR Hedge Fund Activity: Q2 2020 in Review
248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2020, worth a combined $3.29B — up 90% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new EFOR positions and 35 closed out — a net gain of 6 holders — while 85 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $71.5M. The largest seller was Wells Fargo, cutting an estimated $30.3M.
- 248 institutional investors held Everforth Inc (EFOR) as of Q2 2020, up from 243 in Q1 2020.
- Funds reported $3.29B of Everforth Inc stock for Q2 2020, up 90% quarter-over-quarter.
- 41 funds opened new Everforth Inc positions in Q2 2020 and 35 closed out, a net change of +6 holders.
- The largest Everforth Inc buyer in Q2 2020 was Fidelity Investments, an estimated $71.5M added.
- The largest Everforth Inc seller in Q2 2020 was Wells Fargo, an estimated $30.3M sold.
Based on aggregated 13F filings for Q2 2020.