We are live on ! Find out more
EFOR

Everforth Inc

281 hedge funds and large institutions have $4.81B invested in Everforth Inc in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $4.19B → $4.81B (+$620M)

11% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $3.47M

3% more funds holding

Funds holding: 272281 (+9)

0.31% more ownership

Funds ownership: 95.02%95.34% (+0.31%)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
4.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
39
Increased
92
Reduced
104
Closed
26
Calls
$3.86M
Puts
$3.47M
Net Calls
+$383K
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
51
Segall Bryant & Hamill
Illinois
$15.3M +$10.4M +112,553 +235%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$13.8M -$128K -1,390 -0.9%
LIC
53
Laurus Investment Counsel
Canada
$13.4M +$4.47M +48,386 +52%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$13.3M +$866K +9,376 +7%
Legal & General Group
55
Legal & General Group
United Kingdom
$13.1M +$257K +2,779 +2%
ZCM
56
Ziegler Capital Management
Illinois
$12.5M -$177K -1,913 -1%
FWIA
57
Fort Washington Investment Advisors
Ohio
$11.6M +$811K +8,783 +8%
Swiss National Bank
58
Swiss National Bank
Switzerland
$11.5M +$203K +2,200 +2%
LWIC
59
Leith Wheeler Investment Counsel
British Columbia, Canada
$11.2M -$675K -7,310 -6%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$11M -$1.11M -12,057 -9%
VA
61
Verdad Advisers
Massachusetts
$11M
DCM
62
Driehaus Capital Management
Illinois
$9.82M +$4.63M +50,086 +95%
FG
63
Formula Growth
Quebec, Canada
$8.51M +$4.99M +54,066 +154%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.29M -$532K -5,765 -6%
PPA
65
Parametric Portfolio Associates
Washington
$8.05M +$136K +1,477 +2%
Morgan Stanley
66
Morgan Stanley
New York
$7.96M -$597K -6,459 -7%
AAM
67
AMI Asset Management
California
$7.45M +$23.6K +256 +0.3%
CAM
68
Congress Asset Management
Massachusetts
$7.43M +$600K +6,495 +9%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$7.39M -$94K -1,018 -1%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.33M -$19.2K -208 -0.3%
UBS AM
71
UBS AM
Illinois
$6.2M -$179K -1,943 -3%
UBS Group
72
UBS Group
Switzerland
$6.15M -$117K -1,269 -2%
Victory Capital Management
73
Victory Capital Management
Texas
$5.84M -$2.15M -23,257 -28%
LG
74
Leuthold Group
Minnesota
$5.24M -$460K -4,976 -8%
Axa
75
Axa
France
$5.23M +$4.47M +48,400 +756%

EFOR Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2021, worth a combined $4.81B — up 15% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EFOR positions and 26 closed out — a net gain of 13 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $24.9M. The largest seller was Capital International Investors, exiting entirely with an estimated $46.8M sold.

  • 281 institutional investors held Everforth Inc (EFOR) as of Q1 2021, up from 272 in Q4 2020.
  • Funds reported $4.81B of Everforth Inc stock for Q1 2021, up 15% quarter-over-quarter.
  • 39 funds opened new Everforth Inc positions in Q1 2021 and 26 closed out, a net change of +13 holders.
  • The largest Everforth Inc buyer in Q1 2021 was Jennison Associates, an estimated $24.9M added.
  • The largest Everforth Inc seller in Q1 2021 was Capital International Investors, an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2021.