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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
KCM
76
Kennedy Capital Management
Missouri
$5.21M -$806K -8,721 -14%
MAP
77
Moody Aldrich Partners
Massachusetts
$4.97M +$74.4K +806 +2%
KOCAA
78
Knights of Columbus Asset Advisors
Connecticut
$4.83M +$122K +1,319 +3%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$4.6M -$2.87M -31,045 -39%
MOACM
80
Mutual of America Capital Management
New York
$4.56M -$113K -1,227 -3%
Barclays
81
Barclays
United Kingdom
$4.49M +$2.04M +22,118 +89%
ECM
82
ExodusPoint Capital Management
New York
$4.42M +$2.59M +28,086 +154%
MIM
83
MetLife Investment Management
New Jersey
$4.41M -$255K -2,762 -6%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$4.38M -$61.1K -661 -1%
CS
85
Credit Suisse
Switzerland
$4.32M -$2.64M -28,595 -39%
RJA
86
Raymond James & Associates
Florida
$4.18M -$143K -1,544 -3%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$4.06M -$87.4K -946 -2%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$3.88M
SIA
89
Sit Investment Associates
Minnesota
$3.8M
TPSF
90
Texas Permanent School Fund
Texas
$3.78M -$266K -2,880 -7%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$3.64M -$232K -2,512 -6%
Deutsche Bank
92
Deutsche Bank
Germany
$3.49M -$475K -5,141 -12%
CCG
93
Chatham Capital Group
Georgia
$3.41M +$141K +1,527 +4%
SCM
94
Sio Capital Management
New York
$3.3M -$2.63M -28,500 -45%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$3.23M -$345K -3,740 -10%
Comerica Bank
96
Comerica Bank
Texas
$3.2M -$142K -1,535 -5%
HWM
97
Hohimer Wealth Management
Washington
$3.1M +$465K +5,037 +18%
ERSOT
98
Employees Retirement System of Texas
Texas
$2.67M +$2.59M +28,000 New
MA
99
MUFG Americas
New York
$2.58M
SCP
100
Seizert Capital Partners
Michigan
$2.53M +$426K +4,609 +21%

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.