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EFOR

Everforth Inc

272 hedge funds and large institutions have $4.19B invested in Everforth Inc in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more capital invested

Capital invested by funds: $3.16B → $4.19B (+$1.03B)

0.33% more ownership

Funds ownership: 94.69%95.02% (+0.33%)

0% less funds holding

Funds holding: 273272 (-1)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 112

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
37
Increased
86
Reduced
112
Closed
38
Calls
$4.52M
Puts
Net Calls
+$4.52M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
LWIC
51
Leith Wheeler Investment Counsel
British Columbia, Canada
$13.2M +$177K +2,305 +2%
AQR Capital Management
52
AQR Capital Management
Connecticut
$12.4M -$5.63M -73,165 -33%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$12.2M +$31.7K +412 +0.3%
Legal & General Group
54
Legal & General Group
United Kingdom
$11.2M +$304K +3,952 +3%
ZCM
55
Ziegler Capital Management
Illinois
$11.1M +$1.67M +21,765 +20%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$10.9M +$357K +4,638 +4%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$10.6M +$807K +10,495 +9%
Swiss National Bank
58
Swiss National Bank
Switzerland
$9.91M -$23.1K -300 -0.3%
VA
59
Verdad Advisers
Massachusetts
$9.61M +$8.84M +115,000 New
FWIA
60
Fort Washington Investment Advisors
Ohio
$9.45M -$949K -12,341 -10%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.74M -$329K -4,277 -4%
LIC
62
Laurus Investment Counsel
Canada
$7.73M +$743K +9,665 +12%
Morgan Stanley
63
Morgan Stanley
New York
$7.51M -$1.15M -15,013 -14%
Victory Capital Management
64
Victory Capital Management
Texas
$7.06M -$1.03M -13,354 -14%
PPA
65
Parametric Portfolio Associates
Washington
$6.92M -$370K -4,814 -5%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$6.62M +$1.54M +19,986 +34%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$6.55M -$15.4K -200 -0.3%
AAM
68
AMI Asset Management
California
$6.5M -$4.26M -55,449 -42%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$6.43M -$22.4K -291 -0.4%
CS
70
Credit Suisse
Switzerland
$6.17M +$2.07M +26,893 +57%
CAM
71
Congress Asset Management
Massachusetts
$5.96M +$226K +2,941 +4%
UBS AM
72
UBS AM
Illinois
$5.59M +$50.1K +652 +1%
UBS Group
73
UBS Group
Switzerland
$5.49M +$1.58M +20,493 +45%
KCM
74
Kennedy Capital Management
Missouri
$5.29M -$293K -3,812 -6%
SCM
75
Sio Capital Management
New York
$5.27M +$4.85M +63,077 New

EFOR Hedge Fund Activity: Q4 2020 in Review

272 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2020, worth a combined $4.19B — up 33% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of EFOR and 37 opened new positions — a net loss of 1 holder — while 112 trimmed existing stakes and 86 added.

The largest buyer was Invesco, adding an estimated $38M. The largest seller was Capital International Investors, cutting an estimated $32.1M.

  • 272 institutional investors held Everforth Inc (EFOR) as of Q4 2020, down from 273 in Q3 2020.
  • Funds reported $4.19B of Everforth Inc stock for Q4 2020, up 33% quarter-over-quarter.
  • 37 funds opened new Everforth Inc positions in Q4 2020 and 38 closed out, a net change of -1 holder.
  • The largest Everforth Inc buyer in Q4 2020 was Invesco, an estimated $38M added.
  • The largest Everforth Inc seller in Q4 2020 was Capital International Investors, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2020.