Everforth Inc
EFOR
268 hedge funds and large institutions have $4.84B invested in Everforth Inc in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 114 reducing their positions, and 33 closing their positions.
578% more call options, than puts
Call options by funds: $2.23M | Put options by funds: $329K
1% more capital invested
Capital invested by funds: $4.81B → $4.84B (+$28.8M)
1.46% less ownership
Funds ownership: 95.34% → 93.88% (-1.5%)
5% less funds holding
Funds holding: 281 → 268 (-13)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
24% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 114
30% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$40M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$27M |
| 3 |
Jennison Associates
New York
|
+$20.7M |
| 4 |
Renaissance Technologies
New York
|
+$10.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$24.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$23.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$18M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$11.5M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$11.3M |
EFOR Hedge Fund Activity: Q2 2021 in Review
268 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2021, worth a combined $4.84B — up 0.6% from $4.81B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of EFOR and 23 opened new positions — a net loss of 10 holders — while 114 trimmed existing stakes and 87 added.
The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was BlackRock, cutting an estimated $24.2M.
- 268 institutional investors held Everforth Inc (EFOR) as of Q2 2021, down from 281 in Q1 2021.
- Funds reported $4.84B of Everforth Inc stock for Q2 2021, up 0.6% quarter-over-quarter.
- 23 funds opened new Everforth Inc positions in Q2 2021 and 33 closed out, a net change of -10 holders.
- The largest Everforth Inc buyer in Q2 2021 was Fidelity Investments, an estimated $40M added.
- The largest Everforth Inc seller in Q2 2021 was BlackRock, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2021.