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EFOR

Everforth Inc
EFOR

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: 297 → 279 (-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: 4 → 3 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.9M
3
Norges Bank
Norges Bank
Norway
+$10.6M
4
Macquarie Group
Macquarie Group
Australia
+$10.1M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$8.35M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$17.5M
2
RP
Reinhart Partners
Wisconsin
-$13.1M
3
American Century Companies
American Century Companies
Missouri
-$12.8M
4
Amundi
Amundi
France
-$12.3M
5
TCM
TimesSquare Capital Management
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
101
Yousif Capital Management
Michigan
$3.3M +$16.3K +144 +0.5%
ERSOT
102
Employees Retirement System of Texas
Texas
$3.27M – – –
MA
103
MUFG Americas
New York
$3.15M – – –
US Bancorp
104
US Bancorp
Minnesota
$3.05M +$206K +1,818 +7%
RA
105
Royce & Associates
New York
$3.03M – – –
Comerica Bank
106
Comerica Bank
Texas
$2.99M +$7.93K +70 +0.3%
SCP
107
Seizert Capital Partners
Michigan
$2.79M +$2.27K +20 +0.1%
BCI
108
Brinker Capital Investments
Pennsylvania
$2.72M -$295K -2,605 -10%
HighTower Advisors
109
HighTower Advisors
Illinois
$2.61M +$340 +3 +0%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$2.48M -$261K -2,304 -10%
EIM
111
Essex Investment Management
Massachusetts
$2.38M -$188K -1,656 -8%
DekaBank Deutsche Girozentrale
112
DekaBank Deutsche Girozentrale
Germany
$2.36M – – –
CF
113
CNA Financial
Illinois
$2.33M – – –
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.23M +$206K +1,820 +11%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$2.2M +$192K +1,697 +10%
CCPM
116
Cooper Creek Partners Management
New York
$2.17M – – –
JMPWA
117
JP Morgan Private Wealth Advisors
California
$2.15M -$103K -913 -5%
AIP
118
Ameritas Investment Partners
Nebraska
$2.1M – – –
CAM
119
ClariVest Asset Management
California
$2.09M – – –
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$2.07M – – –
SO
121
STRS Ohio
Ohio
$2.02M – – –
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.95M -$62.1K -548 -3%
DZ Bank
123
DZ Bank
Germany
$1.9M -$2.69M -23,719 -59%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$1.9M +$3.74K +33 +0.2%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$1.85M +$176K +1,556 +11%
3 4
5
6 7

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.