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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
SBH
76
Segall Bryant & Hamill
Illinois
$5.83M +$144K +1,370 +3%
KOCAA
77
Knights of Columbus Asset Advisors
Connecticut
$5.8M +$24.7K +235 +0.5%
UBS Group
78
UBS Group
Switzerland
$5.61M -$443K -4,208 -8%
Renaissance Technologies
79
Renaissance Technologies
New York
$5.45M -$8.23M -78,200 -62%
Barclays
80
Barclays
United Kingdom
$5.44M -$624K -5,930 -11%
KCM
81
Kennedy Capital Management
Missouri
$5.35M +$59.7K +567 +1%
MOACM
82
Mutual of America Capital Management
New York
$5.28M -$103K -980 -2%
RJA
83
Raymond James & Associates
Florida
$5.25M +$128K +1,218 +3%
MIM
84
MetLife Investment Management
New Jersey
$4.91M -$211K -2,001 -4%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$4.6M
SIA
86
Sit Investment Associates
Minnesota
$4.49M
TPSF
87
Texas Permanent School Fund
Texas
$4.43M -$54.1K -514 -1%
Man Group
88
Man Group
United Kingdom
$4.38M +$426K +4,044 +12%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$4.24M -$798K -7,579 -17%
AB
90
Amalgamated Bank
New York
$4.2M -$435K -4,132 -10%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$4.11M
DZ Bank
92
DZ Bank
Germany
$4.03M +$2.97M +28,256 +384%
CCG
93
Chatham Capital Group
Georgia
$4M -$41.6K -395 -1%
Deutsche Bank
94
Deutsche Bank
Germany
$3.87M -$441K -4,195 -11%
SCP
95
Seizert Capital Partners
Michigan
$3.77M +$252K +2,391 +8%
HWM
96
Hohimer Wealth Management
Washington
$3.55M -$39.8K -378 -1%
SG Americas Securities
97
SG Americas Securities
New York
$3.34M +$291K +2,767 +10%
AG
98
Algert Global
California
$3.34M +$1.56M +14,837 +101%
First Trust Advisors
99
First Trust Advisors
Illinois
$3.3M -$1.09M -10,349 -26%
Stifel Financial
100
Stifel Financial
Missouri
$3.27M +$64.7K +615 +2%

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.