We are live on ! Find out more
EFOR

Everforth Inc

281 hedge funds and large institutions have $4.81B invested in Everforth Inc in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $4.19B → $4.81B (+$620M)

11% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $3.47M

3% more funds holding

Funds holding: 272281 (+9)

0.31% more ownership

Funds ownership: 95.02%95.34% (+0.31%)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
4.93%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
39
Increased
92
Reduced
104
Closed
26
Calls
$3.86M
Puts
$3.47M
Net Calls
+$383K
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
X
176
Xponance
Pennsylvania
$611K -$60.9K -659 -9%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$567K -$18.6K -201 -3%
Nordea Investment Management
178
Nordea Investment Management
Sweden
$565K +$550K +5,956 New
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$563K
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$561K +$98.2K +1,063 +22%
Man Group
181
Man Group
United Kingdom
$549K -$135K -1,458 -20%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$546K -$91.8K -994 -15%
CWM
183
CIBC World Markets
New York
$543K +$526K +5,691 New
HSBC Holdings
184
HSBC Holdings
United Kingdom
$524K +$16.8K +182 +3%
SAM
185
Shell Asset Management
Netherlands
$485K -$2.77K -30 -0.6%
Bessemer Group
186
Bessemer Group
New Jersey
$483K -$20.7K -224 -4%
SAM
187
Securian Asset Management
Minnesota
$477K
PCM
188
Prelude Capital Management
New York
$471K +$148K +1,598 +48%
PA
189
Profund Advisors
Maryland
$455K -$54.7K -592 -11%
PP
190
Paloma Partners
Connecticut
$448K +$434K +4,699 New
IA
191
IndexIQ Advisors
New York
$405K -$155K -1,682 -28%
HC
192
Henshaw Capital
Massachusetts
$396K
QCM
193
Quantinno Capital Management
New York
$390K
TI
194
Trexquant Investment
Connecticut
$386K +$374K +4,044 New
CSS
195
Cubist Systematic Strategies
Connecticut
$384K -$310K -3,356 -45%
FA
196
FDx Advisors
Illinois
$368K +$65.9K +713 +23%
MPM
197
Meritage Portfolio Management
Kansas
$364K +$352K +3,811 New
RJFSA
198
Raymond James Financial Services Advisors
Florida
$358K +$58.5K +633 +20%
PAM
199
Panagora Asset Management
Massachusetts
$339K
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$339K +$129K +1,402 +65%

EFOR Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2021, worth a combined $4.81B — up 15% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EFOR positions and 26 closed out — a net gain of 13 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $24.9M. The largest seller was Capital International Investors, exiting entirely with an estimated $46.8M sold.

  • 281 institutional investors held Everforth Inc (EFOR) as of Q1 2021, up from 272 in Q4 2020.
  • Funds reported $4.81B of Everforth Inc stock for Q1 2021, up 15% quarter-over-quarter.
  • 39 funds opened new Everforth Inc positions in Q1 2021 and 26 closed out, a net change of +13 holders.
  • The largest Everforth Inc buyer in Q1 2021 was Jennison Associates, an estimated $24.9M added.
  • The largest Everforth Inc seller in Q1 2021 was Capital International Investors, an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2021.