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EFOR

Everforth Inc

272 hedge funds and large institutions have $4.19B invested in Everforth Inc in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more capital invested

Capital invested by funds: $3.16B → $4.19B (+$1.03B)

0.33% more ownership

Funds ownership: 94.69%95.02% (+0.33%)

0% less funds holding

Funds holding: 273272 (-1)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 112

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
37
Increased
86
Reduced
112
Closed
38
Calls
$4.52M
Puts
Net Calls
+$4.52M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$36.8M +$7.26M +94,350 +27%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$36.4M -$104K -1,348 -0.3%
PCM
28
Peregrine Capital Management
Minnesota
$30.6M -$1.01M -13,179 -3%
Citadel Advisors
29
Citadel Advisors
Florida
$29.4M -$19M -246,564 -41%
Truist Financial
30
Truist Financial
North Carolina
$26.7M -$3.65M -47,452 -13%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$23.9M +$4.52M +58,764 +26%
GT
32
Glenmede Trust
Pennsylvania
$22.9M -$1.49M -19,362 -7%
Prudential Financial
33
Prudential Financial
New Jersey
$22.4M -$414K -5,377 -2%
PAMU
34
Pictet Asset Management (UK)
United Kingdom
$21.3M +$19.2M +250,245 +5,958%
SFM
35
Systematic Financial Management
New Jersey
$20.9M -$3.03M -39,440 -14%
Fidelity International
36
Fidelity International
Bermuda
$20.9M +$19.3M +250,344 New
EVM
37
Eaton Vance Management
Massachusetts
$20.5M +$1.31M +17,000 +7%
RP
38
Reinhart Partners
Wisconsin
$18.7M -$6.94M -90,229 -29%
N
39
Nuveen
North Carolina
$18.7M -$584K -7,595 -3%
Ameriprise
40
Ameriprise
Minnesota
$18.1M +$310K +4,029 +2%
Principal Financial Group
41
Principal Financial Group
Iowa
$17.7M -$21.9K -285 -0.1%
CCI
42
Columbus Circle Investors
$16.2M +$14.9M +193,676 New
NPPM
43
North Point Portfolio Managers
Ohio
$15.8M -$49.6K -645 -0.3%
AllianceBernstein
44
AllianceBernstein
Tennessee
$15.7M -$377K -4,900 -3%
JP Morgan Chase
45
JP Morgan Chase
New York
$15.6M +$3.01M +39,071 +26%
SEI Investments
46
SEI Investments
Pennsylvania
$15.5M -$1.64M -21,312 -10%
AAMU
47
Amundi Asset Management US
Massachusetts
$14.6M +$1.73M +22,452 +15%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$14.5M +$268K +3,487 +2%
TCM
49
Tygh Capital Management
Oregon
$14M +$2.31M +30,019 +22%
American Century Companies
50
American Century Companies
Missouri
$13.7M -$430K -5,588 -3%

EFOR Hedge Fund Activity: Q4 2020 in Review

272 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2020, worth a combined $4.19B — up 33% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of EFOR and 37 opened new positions — a net loss of 1 holder — while 112 trimmed existing stakes and 86 added.

The largest buyer was Invesco, adding an estimated $38M. The largest seller was Capital International Investors, cutting an estimated $32.1M.

  • 272 institutional investors held Everforth Inc (EFOR) as of Q4 2020, down from 273 in Q3 2020.
  • Funds reported $4.19B of Everforth Inc stock for Q4 2020, up 33% quarter-over-quarter.
  • 37 funds opened new Everforth Inc positions in Q4 2020 and 38 closed out, a net change of -1 holder.
  • The largest Everforth Inc buyer in Q4 2020 was Invesco, an estimated $38M added.
  • The largest Everforth Inc seller in Q4 2020 was Capital International Investors, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2020.