Everforth Inc
EFOR
243 hedge funds and large institutions have $1.73B invested in Everforth Inc in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 61 closing their positions.
170% more call options, than puts
Call options by funds: $2.48M | Put options by funds: $921K
2% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 84
1.66% less ownership
Funds ownership: 93.49% → 91.83% (-1.7%)
9% less funds holding
Funds holding: 267 → 243 (-24)
34% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 61
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less capital invested
Capital invested by funds: $3.91B → $1.73B (-$2.18B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$113M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$25.4M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$21.3M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$19.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$107M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$28.1M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$25.5M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$23.8M |
| 5 |
BlackRock
New York
|
-$15.3M |
EFOR Hedge Fund Activity: Q1 2020 in Review
243 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2020, worth a combined $1.73B — down 56% from $3.91B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of EFOR and 40 opened new positions — a net loss of 21 holders — while 84 trimmed existing stakes and 86 added.
The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Capital International Investors, cutting an estimated $107M.
- 243 institutional investors held Everforth Inc (EFOR) as of Q1 2020, down from 267 in Q4 2019.
- Funds reported $1.73B of Everforth Inc stock for Q1 2020, down 56% quarter-over-quarter.
- 40 funds opened new Everforth Inc positions in Q1 2020 and 61 closed out, a net change of -21 holders.
- The largest Everforth Inc buyer in Q1 2020 was Fidelity Investments, an estimated $113M added.
- The largest Everforth Inc seller in Q1 2020 was Capital International Investors, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2020.