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EFOR

Everforth Inc

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: 55 (0)

7% less funds holding

Funds holding: 268249 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$964K +$170K +1,611 +23%
X
152
Xponance
Pennsylvania
$955K -$48.5K -461 -5%
BU
153
BBVA USA
Alabama
$952K -$72.6K -690 -8%
William Blair & Company
154
William Blair & Company
Illinois
$933K
SOADOR
155
State of Alaska Department of Revenue
Alaska
$918K -$15.1K -143 -2%
E
156
Ergoteles
New York
$905K +$316K +3,000 +60%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$872K -$526 -5 -0.1%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$849K
HEIP
159
Hudson Edge Investment Partners
New Jersey
$841K -$304K -2,886 -28%
ACM
160
Argent Capital Management
Missouri
$835K -$4.21K -40 -0.5%
CGH
161
Crossmark Global Holdings
Texas
$807K -$2.1K -20 -0.3%
APG Asset Management
162
APG Asset Management
Netherlands
$766K -$1.94M -18,400 -70%
VRS
163
Virginia Retirement Systems
Virginia
$747K -$1.39M -13,200 -67%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$734K -$187K -1,776 -22%
SGAM
165
Smith Group Asset Management
Texas
$729K -$17.2K -163 -2%
FHB
166
First Hawaiian Bank
Hawaii
$714K -$37.7K -358 -5%
Jane Street
167
Jane Street
New York
$678K -$177K -1,678 -22%
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$670K +$2.31K +22 +0.4%
Skandinaviska Enskilda Banken (SEB)
169
Skandinaviska Enskilda Banken (SEB)
Sweden
$668K
SO
170
STRS Ohio
Ohio
$667K -$579K -5,500 -48%
ONB
171
Old National Bancorp
Indiana
$664K +$29.9K +284 +5%
LPL Financial
172
LPL Financial
California
$662K +$603K +5,732 New
OTPPB
173
Ontario Teachers' Pension Plan Board
Ontario, Canada
$642K -$327K -3,111 -35%
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
$639K -$811K -7,702 -58%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$625K -$66.5K -632 -10%

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.