Everforth Inc
EFOR
297 hedge funds and large institutions have $6B invested in Everforth Inc in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 16 closing their positions.
319% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 16
19% more funds holding
Funds holding: 249 → 297 (+48)
6% more capital invested
Capital invested by funds: $5.65B → $6B (+$356M)
0.78% less ownership
Funds ownership: 94.22% → 93.44% (-0.78%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
28% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 116
41% less call options, than puts
Call options by funds: $2.74M | Put options by funds: $4.65M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$33.7M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.35M |
| 3 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
+$7.24M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$6.94M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$72.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$54.2M |
| 3 |
BlackRock
New York
|
-$31.1M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$22.4M |
| 5 |
CA
CastleArk Alternatives
Chicago,
Illinois
|
-$16M |
EFOR Hedge Fund Activity: Q4 2021 in Review
297 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2021, worth a combined $6B — up 6.3% from $5.65B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EFOR positions and 16 closed out — a net gain of 51 holders — while 83 added to existing stakes and 116 trimmed.
The largest buyer was Fidelity International, adding an estimated $33.7M. The largest seller was Wells Fargo, cutting an estimated $72.9M.
- 297 institutional investors held Everforth Inc (EFOR) as of Q4 2021, up from 249 in Q3 2021.
- Funds reported $6B of Everforth Inc stock for Q4 2021, up 6.3% quarter-over-quarter.
- 67 funds opened new Everforth Inc positions in Q4 2021 and 16 closed out, a net change of +51 holders.
- The largest Everforth Inc buyer in Q4 2021 was Fidelity International, an estimated $33.7M added.
- The largest Everforth Inc seller in Q4 2021 was Wells Fargo, an estimated $72.9M sold.
Based on aggregated 13F filings for Q4 2021.