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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
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$1.81M
EAM
127
EULAV Asset Management
Florida
$1.76M +$34K +300 +2%
Millennium Management
128
Millennium Management
New York
$1.76M -$405K -3,569 -19%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$1.69M -$858K -7,571 -34%
SG Americas Securities
130
SG Americas Securities
New York
$1.68M +$738K +6,507 +83%
CSS
131
Cubist Systematic Strategies
Connecticut
$1.67M +$264K +2,328 +19%
Allianz Asset Management
132
Allianz Asset Management
Germany
$1.67M +$274K +2,413 +20%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$1.66M +$22.7K +200 +1%
ASRS
134
Arizona State Retirement System
Arizona
$1.64M -$17.6K -155 -1%
ProShare Advisors
135
ProShare Advisors
Maryland
$1.61M -$264K -2,325 -14%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.57M +$465K +4,099 +44%
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$1.57M +$1.5M +13,253 +6,693%
SOMRS
138
State of Michigan Retirement System
Michigan
$1.54M -$2.72K -24 -0.2%
Barclays
139
Barclays
United Kingdom
$1.54M -$6.9M -60,863 -82%
HH
140
HWG Holdings
Texas
$1.52M -$374K -3,298 -20%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$1.52M -$94.9K -837 -6%
NAM
142
NorthCrest Asset Manangement
Minnesota
$1.51M -$17K -150 -1%
Bessemer Group
143
Bessemer Group
New Jersey
$1.5M +$442K +3,900 +43%
VRS
144
Virginia Retirement Systems
Virginia
$1.46M +$374K +3,300 +36%
Sumitomo Mitsui Trust Group
145
Sumitomo Mitsui Trust Group
Japan
$1.29M
NMERB
146
New Mexico Educational Retirement Board
New Mexico
$1.28M
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$1.26M +$58.9K +520 +5%
CAM
148
Cresset Asset Management
Illinois
$1.18M
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$1.17M -$872K -7,689 -43%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$1.03M

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.