Everforth Inc
EFOR
274 hedge funds and large institutions have $3.84B invested in Everforth Inc in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 100 reducing their positions, and 25 closing their positions.
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
10% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 100
1% more funds holding
Funds holding: 270 → 274 (+4)
5% more capital invested
Capital invested by funds: $3.66B → $3.84B (+$180M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.78% less ownership
Funds ownership: 95.75% → 93.97% (-1.8%)
46% less call options, than puts
Call options by funds: $1M | Put options by funds: $1.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$20.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.74M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$8.34M |
| 5 |
BAMCO Inc
New York
|
+$7.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$72.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$52.9M |
| 3 |
Jennison Associates
New York
|
-$16.9M |
| 4 |
BlackRock
New York
|
-$16M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.1M |
EFOR Hedge Fund Activity: Q1 2023 in Review
274 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2023, worth a combined $3.84B — up 4.9% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new EFOR positions and 25 closed out — a net gain of 5 holders — while 110 added to existing stakes and 100 trimmed.
The largest buyer was Reinhart Partners, opening a new position worth an estimated $20.1M. The largest seller was Pathstone Family Office, cutting an estimated $72.9M.
- 274 institutional investors held Everforth Inc (EFOR) as of Q1 2023, up from 270 in Q4 2022.
- Funds reported $3.84B of Everforth Inc stock for Q1 2023, up 4.9% quarter-over-quarter.
- 30 funds opened new Everforth Inc positions in Q1 2023 and 25 closed out, a net change of +5 holders.
- The largest Everforth Inc buyer in Q1 2023 was Reinhart Partners, an estimated $20.1M added.
- The largest Everforth Inc seller in Q1 2023 was Pathstone Family Office, an estimated $72.9M sold.
Based on aggregated 13F filings for Q1 2023.