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EFOR

Everforth Inc

281 hedge funds and large institutions have $4.81B invested in Everforth Inc in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $4.19B → $4.81B (+$620M)

11% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $3.47M

3% more funds holding

Funds holding: 272281 (+9)

0.31% more ownership

Funds ownership: 95.02%95.34% (+0.31%)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
4.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
39
Increased
92
Reduced
104
Closed
26
Calls
$3.86M
Puts
$3.47M
Net Calls
+$383K
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
26
Aberdeen Group
United Kingdom
$42.5M +$857K +9,277 +2%
Fidelity International
27
Fidelity International
Bermuda
$40.6M +$16.2M +175,186 +70%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$39.3M +$14.5M +156,918 +62%
Principal Financial Group
29
Principal Financial Group
Iowa
$39.1M +$18.3M +198,389 +94%
PCM
30
Peregrine Capital Management
Minnesota
$31M -$3.89M -42,104 -11%
Truist Financial
31
Truist Financial
North Carolina
$29.5M -$984K -10,651 -3%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$29.4M +$2.05M +22,187 +8%
Jennison Associates
33
Jennison Associates
New York
$25.8M +$24.9M +270,016 New
EVM
34
Eaton Vance Management
Massachusetts
$25.3M +$1.89M +20,428 +8%
RP
35
Reinhart Partners
Wisconsin
$23.8M +$2.35M +25,405 +11%
SFM
36
Systematic Financial Management
New Jersey
$22.9M -$964K -10,441 -4%
Citadel Advisors
37
Citadel Advisors
Florida
$22.9M -$10.3M -111,988 -32%
American Century Companies
38
American Century Companies
Missouri
$21.6M +$5.78M +62,531 +38%
Ameriprise
39
Ameriprise
Minnesota
$21.2M +$503K +5,443 +3%
GT
40
Glenmede Trust
Pennsylvania
$21.2M -$4.85M -52,553 -19%
N
41
Nuveen
North Carolina
$21.1M -$283K -3,060 -1%
JP Morgan Chase
42
JP Morgan Chase
New York
$20.4M +$2.46M +26,620 +14%
NPPM
43
North Point Portfolio Managers
Ohio
$18M -$74.8K -810 -0.4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$17.9M -$3.69K -40 -0%
AAMU
45
Amundi Asset Management US
Massachusetts
$17.6M +$873K +9,453 +5%
Prudential Financial
46
Prudential Financial
New Jersey
$17.4M -$7.97M -86,250 -32%
TCM
47
Tygh Capital Management
Oregon
$16.6M +$618K +6,686 +4%
AQR Capital Management
48
AQR Capital Management
Connecticut
$16.5M +$2.15M +23,270 +16%
SEI Investments
49
SEI Investments
Pennsylvania
$16.5M -$1.14M -12,352 -7%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$15.9M -$659K -7,138 -4%

EFOR Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2021, worth a combined $4.81B — up 15% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EFOR positions and 26 closed out — a net gain of 13 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $24.9M. The largest seller was Capital International Investors, exiting entirely with an estimated $46.8M sold.

  • 281 institutional investors held Everforth Inc (EFOR) as of Q1 2021, up from 272 in Q4 2020.
  • Funds reported $4.81B of Everforth Inc stock for Q1 2021, up 15% quarter-over-quarter.
  • 39 funds opened new Everforth Inc positions in Q1 2021 and 26 closed out, a net change of +13 holders.
  • The largest Everforth Inc buyer in Q1 2021 was Jennison Associates, an estimated $24.9M added.
  • The largest Everforth Inc seller in Q1 2021 was Capital International Investors, an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2021.