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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
RA
101
Royce & Associates
New York
$2.48M
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$2.45M +$203K +2,196 +9%
First Trust Advisors
103
First Trust Advisors
Illinois
$2.39M +$125K +1,354 +6%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$2.38M -$256K -2,770 -10%
EIM
105
Essex Investment Management
Massachusetts
$2.28M -$46.6K -505 -2%
HighTower Advisors
106
HighTower Advisors
Illinois
$2.19M -$128K -1,388 -6%
APG Asset Management
107
APG Asset Management
Netherlands
$2.13M
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$2.12M -$58.4K -632 -3%
MAM
109
Martingale Asset Management
Massachusetts
$2.11M -$19K -206 -0.9%
BCI
110
Brinker Capital Investments
Pennsylvania
$2.1M +$1.55M +16,804 +322%
Stifel Financial
111
Stifel Financial
Missouri
$2.09M +$1.33M +14,444 +195%
US Bancorp
112
US Bancorp
Minnesota
$2.08M -$8.31K -90 -0.4%
Canada Life
113
Canada Life
Manitoba, Canada
$1.97M -$1.5M -16,206 -44%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$1.93M +$89K +964 +5%
VRS
115
Virginia Retirement Systems
Virginia
$1.91M -$157K -1,700 -8%
CF
116
CNA Financial
Illinois
$1.91M
SOMRS
117
State of Michigan Retirement System
Michigan
$1.88M +$36.9K +400 +2%
Renaissance Technologies
118
Renaissance Technologies
New York
$1.86M +$1.13M +12,200 +167%
CAM
119
ClariVest Asset Management
California
$1.8M +$76.5K +828 +5%
AIP
120
Ameritas Investment Partners
Nebraska
$1.79M -$11.4K -123 -0.7%
CCPM
121
Cooper Creek Partners Management
New York
$1.78M
SLG
122
Stanley-Laman Group
Pennsylvania
$1.75M +$101K +1,090 +6%
ProShare Advisors
123
ProShare Advisors
Maryland
$1.71M +$210K +2,278 +15%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M +$1.48K +16 +0.1%
SG Americas Securities
125
SG Americas Securities
New York
$1.68M +$982K +10,637 +153%

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.