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EFOR

Everforth Inc

279 hedge funds and large institutions have $5.53B invested in Everforth Inc in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% more ownership

Funds ownership: 93.44%94.17% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

6% less funds holding

Funds holding: 297279 (-18)

8% less capital invested

Capital invested by funds: $6B → $5.53B (-$470M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

54% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $3.77M

Holders
279
Holders Change
-18
Holders Change %
-6.06%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
97
Reduced
107
Closed
43
Calls
$1.74M
Puts
$3.77M
Net Calls
-$2.03M
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
76
Segall Bryant & Hamill
Illinois
$6.32M +$15.2K +134 +0.2%
LG
77
Leuthold Group
Minnesota
$6.14M -$23K -203 -0.4%
UBS Group
78
UBS Group
Switzerland
$5.84M -$3.5M -30,880 -38%
Amundi
79
Amundi
France
$5.66M -$12.3M -108,165 -68%
GIA
80
GHP Investment Advisors
Colorado
$5.6M +$5.44M +48,009 New
MOACM
81
Mutual of America Capital Management
New York
$5.54M +$102K +904 +2%
KCM
82
Kennedy Capital Management
Missouri
$5.14M -$47.6K -420 -0.9%
Man Group
83
Man Group
United Kingdom
$5.07M -$14.5K -128 -0.3%
KOCAA
84
Knights of Columbus Asset Advisors
Connecticut
$5.05M -$983K -8,668 -17%
RJA
85
Raymond James & Associates
Florida
$5.02M -$17.7K -156 -0.4%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$4.56M +$176K +1,554 +4%
TPSF
87
Texas Permanent School Fund
Texas
$4.31M -$89.7K -791 -2%
First Trust Advisors
88
First Trust Advisors
Illinois
$4.29M +$2.24M +19,779 +116%
SIA
89
Sit Investment Associates
Minnesota
$4.25M
CCG
90
Chatham Capital Group
Georgia
$4.2M +$58.4K +515 +1%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$4.09M -$143K -1,260 -3%
AB
92
Amalgamated Bank
New York
$4.08M -$196K -1,731 -5%
AF
93
Amalgamated Financial
New York
$4.08M +$3.97M +34,985 New
Fiera Capital (Canada)
94
Fiera Capital (Canada)
Quebec, Canada
$3.74M -$132K -1,166 -4%
Deutsche Bank
95
Deutsche Bank
Germany
$3.69M -$377K -3,328 -10%
Stifel Financial
96
Stifel Financial
Missouri
$3.55M +$43K +379 +1%
HWM
97
Hohimer Wealth Management
Washington
$3.51M +$96.8K +854 +3%
Canada Life
98
Canada Life
Manitoba, Canada
$3.4M +$202K +1,782 +7%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$3.36M -$44.5K -393 -1%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$3.34M +$167K +1,474 +5%

EFOR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2022, worth a combined $5.53B — down 7.8% from $6B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EFOR and 29 opened new positions — a net loss of 14 holders — while 107 trimmed existing stakes and 97 added.

The largest buyer was Fidelity Investments, adding an estimated $48.2M. The largest seller was Aberdeen Group, cutting an estimated $17.5M.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q1 2022, down from 297 in Q4 2021.
  • Funds reported $5.53B of Everforth Inc stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2022 and 43 closed out, a net change of -14 holders.
  • The largest Everforth Inc buyer in Q1 2022 was Fidelity Investments, an estimated $48.2M added.
  • The largest Everforth Inc seller in Q1 2022 was Aberdeen Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.