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EFOR

Everforth Inc

249 hedge funds and large institutions have $5.65B invested in Everforth Inc in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,083% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $314K

17% more capital invested

Capital invested by funds: $4.84B → $5.65B (+$806M)

0.34% more ownership

Funds ownership: 93.88%94.22% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less funds holding

Funds holding: 268249 (-19)

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
87
Reduced
104
Closed
32
Calls
$3.71M
Puts
$314K
Net Calls
+$3.4M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
51
Retirement Systems of Alabama
Alabama
$16.9M -$85.5K -812 -0.5%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$16.5M +$1.11M +10,591 +8%
CA
53
CastleArk Alternatives
Illinois
$16M +$14.9M +141,445 New
CM
54
Castleark Management
Illinois
$16M +$14.9M +141,445 New
Morgan Stanley
55
Morgan Stanley
New York
$14.4M +$3.3M +31,369 +33%
ZCM
56
Ziegler Capital Management
Illinois
$14.3M +$8.2M +77,868 +160%
Legal & General Group
57
Legal & General Group
United Kingdom
$14.2M +$211K +2,009 +2%
AIG
58
American International Group
New York
$13.5M -$421K -4,002 -3%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$13.3M +$126K +1,200 +1%
Swiss National Bank
60
Swiss National Bank
Switzerland
$13.3M +$94.7K +900 +0.8%
FWIA
61
Fort Washington Investment Advisors
Ohio
$13.1M +$186K +1,771 +2%
LWIC
62
Leith Wheeler Investment Counsel
British Columbia, Canada
$12.6M -$1.26M -12,010 -10%
AQR Capital Management
63
AQR Capital Management
Connecticut
$12.1M -$6.19M -58,816 -35%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.78M +$12K +114 +0.1%
AAM
65
AMI Asset Management
California
$9.24M +$240K +2,279 +3%
FG
66
Formula Growth
Quebec, Canada
$9.21M
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$9.01M +$243K +2,312 +3%
PPA
68
Parametric Portfolio Associates
Washington
$9M +$212K +2,018 +3%
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$8.23M -$3.62M -34,421 -32%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$8.1M -$526 -5 -0%
MAP
71
Moody Aldrich Partners
Massachusetts
$8.07M +$1.07M +10,195 +17%
CI Investments Inc
72
CI Investments Inc
Ontario, Canada
$7.34M +$3.58M +33,974 +110%
UBS AM
73
UBS AM
Illinois
$7.24M +$35.4K +336 +0.5%
Victory Capital Management
74
Victory Capital Management
Texas
$6.42M -$70.5K -670 -1%
LG
75
Leuthold Group
Minnesota
$6.12M +$16.2K +154 +0.3%

EFOR Hedge Fund Activity: Q3 2021 in Review

249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2021, worth a combined $5.65B — up 17% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of EFOR and 18 opened new positions — a net loss of 14 holders — while 104 trimmed existing stakes and 87 added.

The largest buyer was Fidelity International, adding an estimated $52.7M. The largest seller was BlackRock, cutting an estimated $30.6M.

  • 249 institutional investors held Everforth Inc (EFOR) as of Q3 2021, down from 268 in Q2 2021.
  • Funds reported $5.65B of Everforth Inc stock for Q3 2021, up 17% quarter-over-quarter.
  • 18 funds opened new Everforth Inc positions in Q3 2021 and 32 closed out, a net change of -14 holders.
  • The largest Everforth Inc buyer in Q3 2021 was Fidelity International, an estimated $52.7M added.
  • The largest Everforth Inc seller in Q3 2021 was BlackRock, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2021.