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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
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$608K
Bessemer Group
177
Bessemer Group
New Jersey
$587K +$13.4K +127 +3%
SAM
178
Shell Asset Management
Netherlands
$583K -$23.2K -220 -4%
MPM
179
Meritage Portfolio Management
Kansas
$554K +$42.6K +405 +9%
SAM
180
Securian Asset Management
Minnesota
$537K -$15.3K -145 -3%
IA
181
IndexIQ Advisors
New York
$533K +$49.7K +472 +11%
PA
182
Profund Advisors
Maryland
$501K -$28.9K -275 -6%
BAM
183
Blueshift Asset Management
New Jersey
$500K +$465K +4,416 New
FA
184
FDx Advisors
Illinois
$488K +$15.1K +143 +3%
QIM
185
Quantitative Investment Management
Virginia
$481K +$448K +4,259 New
HC
186
Henshaw Capital
Massachusetts
$469K
QCM
187
Quantinno Capital Management
New York
$463K
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$419K +$15.8K +150 +4%
ZB
189
Zions Bancorporation
Utah
$407K +$379K +3,600 New
HR
190
Hayden Royal
North Carolina
$404K +$9.16K +87 +2%
PG
191
Pendal Group
Australia
$376K
TRCT
192
Tower Research Capital (TRC)
New York
$341K -$631K -5,997 -67%
SCM
193
Shelton Capital Management
Colorado
$335K
PAM
194
Premier Asset Management
Illinois
$331K -$977K -9,279 -76%
MGIA
195
Moneta Group Investment Advisors
Missouri
$329K +$947 +9 +0.3%
CIM
196
CIM Investment Management
Pennsylvania
$325K
RJFSA
197
Raymond James Financial Services Advisors
Florida
$304K +$1.47K +14 +0.5%
RHJA
198
Rice Hall James & Associates
California
$295K -$60.7K -577 -18%
PMA
199
Prudent Man Advisors
Illinois
$276K -$526 -5 -0.2%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$269K -$66.8K -635 -21%

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.