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EFOR

Everforth Inc
EFOR

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: 5 → 5 (0)

7% less funds holding

Funds holding: 268 → 249 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$52.7M
2
CA
CastleArk Alternatives
Illinois
+$14.9M
3
CM
Castleark Management
Illinois
+$14.9M
4
CS
Credit Suisse
Switzerland
+$13.7M
5
ZCM
Ziegler Capital Management
Illinois
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$30.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$16.8M
3
Norges Bank
Norges Bank
Norway
-$14.4M
4
RP
Reinhart Partners
Wisconsin
-$9.23M
5
Renaissance Technologies
Renaissance Technologies
New York
-$8.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
101
Employees Retirement System of Texas
Texas
$3.17M – – –
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$3.17M +$43.5K +413 +1%
MA
103
MUFG Americas
New York
$3.06M – – –
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$2.96M -$1.56M -14,855 -36%
RA
105
Royce & Associates
New York
$2.94M – – –
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$2.87M +$115K +1,096 +5%
Comerica Bank
107
Comerica Bank
Texas
$2.86M -$523K -4,971 -17%
Canada Life
108
Canada Life
Manitoba, Canada
$2.85M +$436K +4,140 +20%
Millennium Management
109
Millennium Management
New York
$2.85M -$3.94M -37,415 -60%
US Bancorp
110
US Bancorp
Minnesota
$2.77M +$104K +985 +4%
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$2.76M +$126K +1,194 +5%
HF
112
HRT Financial
New York
$2.64M +$1.27M +12,111 +108%
HighTower Advisors
113
HighTower Advisors
Illinois
$2.6M -$22.2K -211 -0.9%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$2.52M +$40.2K +382 +2%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$2.52M -$93.7K -890 -4%
LCG
116
Lisanti Capital Growth
New York
$2.51M +$2.34M +22,195 New
EIM
117
Essex Investment Management
Massachusetts
$2.49M +$15.9K +151 +0.7%
SLG
118
Stanley-Laman Group
Pennsylvania
$2.32M +$123K +1,170 +6%
BCI
119
Brinker Capital Investments
Pennsylvania
$2.27M – – –
CF
120
CNA Financial
Illinois
$2.26M – – –
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$2.12M -$31.9K -303 -2%
CCPM
122
Cooper Creek Partners Management
New York
$2.1M – – –
Russell Investments Group
123
Russell Investments Group
United Kingdom
$2.08M -$511K -4,860 -21%
AIP
124
Ameritas Investment Partners
Nebraska
$2.04M -$54.8K -521 -3%
Citadel Advisors
125
Citadel Advisors
Florida
$2.03M +$1.07M +10,199 +132%
3 4
5
6 7

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.