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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
LG
76
Leuthold Group
Minnesota
$5M -$231K -3,007 -5%
DCM
77
Driehaus Capital Management
Illinois
$4.41M +$4.06M +52,793 New
MAP
78
Moody Aldrich Partners
Massachusetts
$4.28M +$3.69K +48 +0.1%
KOCAA
79
Knights of Columbus Asset Advisors
Connecticut
$4.11M -$4.38K -57 -0.1%
MOACM
80
Mutual of America Capital Management
New York
$4.09M -$18.2K -236 -0.5%
MIM
81
MetLife Investment Management
New Jersey
$4.09M -$182K -2,364 -5%
SBH
82
Segall Bryant & Hamill
Illinois
$4.01M -$67.3K -875 -2%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$3.89M -$64.5K -839 -2%
RJA
84
Raymond James & Associates
Florida
$3.79M -$20K -260 -0.6%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$3.64M -$14K -182 -0.4%
TPSF
86
Texas Permanent School Fund
Texas
$3.55M -$505K -6,568 -13%
Deutsche Bank
87
Deutsche Bank
Germany
$3.48M -$1.19M -15,448 -27%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$3.4M
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$3.39M +$105K +1,366 +3%
SIA
90
Sit Investment Associates
Minnesota
$3.32M -$229K -2,975 -7%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$3.14M -$85.3K -1,109 -3%
Canada Life
92
Canada Life
Manitoba, Canada
$3.08M +$56.7K +737 +2%
FG
93
Formula Growth
Quebec, Canada
$2.93M
CCG
94
Chatham Capital Group
Georgia
$2.86M -$40.1K -522 -2%
Comerica Bank
95
Comerica Bank
Texas
$2.85M -$228K -2,962 -9%
MSA
96
Mason Street Advisors
Wisconsin
$2.36M +$11.8K +153 +0.5%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$2.31M -$482K -6,269 -18%
HWM
98
Hohimer Wealth Management
Washington
$2.29M +$1.46K +19 +0.1%
MA
99
MUFG Americas
New York
$2.25M
RA
100
Royce & Associates
New York
$2.17M

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.