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EFOR

Everforth Inc

279 hedge funds and large institutions have $5.53B invested in Everforth Inc in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% more ownership

Funds ownership: 93.44%94.17% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

6% less funds holding

Funds holding: 297279 (-18)

8% less capital invested

Capital invested by funds: $6B → $5.53B (-$470M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

54% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $3.77M

Holders
279
Holders Change
-18
Holders Change %
-6.06%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
97
Reduced
107
Closed
43
Calls
$1.74M
Puts
$3.77M
Net Calls
-$2.03M
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$53.9M -$1.52M -13,370 -3%
Norges Bank
27
Norges Bank
Norway
$51.8M +$10.6M +93,156 +27%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$47M +$22.9M +201,704 +100%
N
29
Nuveen
North Carolina
$45.7M +$1.26M +11,124 +3%
Wells Fargo
30
Wells Fargo
California
$39.4M -$1.11M -9,789 -3%
EVM
31
Eaton Vance Management
Massachusetts
$35.6M +$2.11M +18,654 +7%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$31.1M -$17.5M -154,398 -37%
SFM
33
Systematic Financial Management
New Jersey
$30.3M -$175K -1,544 -0.6%
PCM
34
Peregrine Capital Management
Minnesota
$26.5M -$1.89M -16,697 -7%
Truist Financial
35
Truist Financial
North Carolina
$24.8M -$3.91M -34,495 -14%
GT
36
Glenmede Trust
Pennsylvania
$24.2M -$232K -2,045 -1%
JP Morgan Chase
37
JP Morgan Chase
New York
$23.2M -$3.84M -33,836 -15%
CS
38
Credit Suisse
Switzerland
$22.8M -$379K -3,347 -2%
Principal Financial Group
39
Principal Financial Group
Iowa
$21.1M -$109K -958 -0.5%
LIC
40
Laurus Investment Counsel
Canada
$21.1M -$967K -8,535 -5%
Ameriprise
41
Ameriprise
Minnesota
$20.8M -$1.47M -12,929 -7%
NPPM
42
North Point Portfolio Managers
Ohio
$19.8M -$236K -2,081 -1%
AllianceBernstein
43
AllianceBernstein
Tennessee
$19.6M -$354K -3,127 -2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$19.1M +$269K +2,369 +1%
SEI Investments
45
SEI Investments
Pennsylvania
$18M -$369K -3,258 -2%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$16.4M -$1.13M -9,950 -7%
FWIA
47
Fort Washington Investment Advisors
Ohio
$16.3M +$4.03M +35,510 +34%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$16.1M -$1.33M -11,740 -8%
Prudential Financial
49
Prudential Financial
New Jersey
$15.4M +$58.5K +516 +0.4%
Legal & General Group
50
Legal & General Group
United Kingdom
$14.9M +$276K +2,436 +2%

EFOR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2022, worth a combined $5.53B — down 7.8% from $6B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EFOR and 29 opened new positions — a net loss of 14 holders — while 107 trimmed existing stakes and 97 added.

The largest buyer was Fidelity Investments, adding an estimated $48.2M. The largest seller was Aberdeen Group, cutting an estimated $17.5M.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q1 2022, down from 297 in Q4 2021.
  • Funds reported $5.53B of Everforth Inc stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2022 and 43 closed out, a net change of -14 holders.
  • The largest Everforth Inc buyer in Q1 2022 was Fidelity Investments, an estimated $48.2M added.
  • The largest Everforth Inc seller in Q1 2022 was Aberdeen Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.