We are live on ! Find out more
EFOR

Everforth Inc

249 hedge funds and large institutions have $5.65B invested in Everforth Inc in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,083% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $314K

17% more capital invested

Capital invested by funds: $4.84B → $5.65B (+$806M)

0.34% more ownership

Funds ownership: 93.88%94.22% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less funds holding

Funds holding: 268249 (-19)

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
87
Reduced
104
Closed
32
Calls
$3.71M
Puts
$314K
Net Calls
+$3.4M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$53.8M -$16.8M -160,096 -25%
Bank of America
27
Bank of America
North Carolina
$50.5M +$107K +1,012 +0.2%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$50.1M +$785K +7,462 +2%
Norges Bank
29
Norges Bank
Norway
$43.8M -$14.4M -136,748 -26%
N
30
Nuveen
North Carolina
$36.7M +$6.4M +60,818 +23%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$34.8M +$7.74M +73,506 +31%
EVM
32
Eaton Vance Management
Massachusetts
$32.2M +$2.06M +19,582 +7%
SFM
33
Systematic Financial Management
New Jersey
$30.8M -$255K -2,423 -0.9%
Truist Financial
34
Truist Financial
North Carolina
$28.1M -$5.24M -49,756 -17%
LIC
35
Laurus Investment Counsel
Canada
$27M +$2.48M +23,608 +14%
PCM
36
Peregrine Capital Management
Minnesota
$26.8M -$7.51M -71,369 -23%
Principal Financial Group
37
Principal Financial Group
Iowa
$26.6M +$139K +1,318 +0.6%
GT
38
Glenmede Trust
Pennsylvania
$24.6M -$542K -5,150 -2%
Amundi
39
Amundi
France
$22.8M -$966K -9,179 -4%
Ameriprise
40
Ameriprise
Minnesota
$22.6M -$883K -8,388 -4%
JP Morgan Chase
41
JP Morgan Chase
New York
$21.8M -$473K -4,491 -2%
NPPM
42
North Point Portfolio Managers
Ohio
$20.5M -$661K -6,276 -3%
AllianceBernstein
43
AllianceBernstein
Tennessee
$20.5M -$217K -2,059 -1%
TCM
44
Tygh Capital Management
Oregon
$19.8M +$251K +2,389 +1%
CS
45
Credit Suisse
Switzerland
$19.7M +$13.7M +129,937 +296%
RP
46
Reinhart Partners
Wisconsin
$18.6M -$9.23M -87,724 -35%
American Century Companies
47
American Century Companies
Missouri
$18.5M -$695K -6,607 -4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$18.3M -$41.6K -395 -0.2%
SEI Investments
49
SEI Investments
Pennsylvania
$17.7M -$1.16M -11,045 -7%
Prudential Financial
50
Prudential Financial
New Jersey
$17.6M -$335K -3,183 -2%

EFOR Hedge Fund Activity: Q3 2021 in Review

249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2021, worth a combined $5.65B — up 17% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of EFOR and 18 opened new positions — a net loss of 14 holders — while 104 trimmed existing stakes and 87 added.

The largest buyer was Fidelity International, adding an estimated $52.7M. The largest seller was BlackRock, cutting an estimated $30.6M.

  • 249 institutional investors held Everforth Inc (EFOR) as of Q3 2021, down from 268 in Q2 2021.
  • Funds reported $5.65B of Everforth Inc stock for Q3 2021, up 17% quarter-over-quarter.
  • 18 funds opened new Everforth Inc positions in Q3 2021 and 32 closed out, a net change of -14 holders.
  • The largest Everforth Inc buyer in Q3 2021 was Fidelity International, an estimated $52.7M added.
  • The largest Everforth Inc seller in Q3 2021 was BlackRock, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2021.