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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
FL
176
Fort LP
Maryland
$580K +$198K +1,750 +54%
SAM
177
Securian Asset Management
Minnesota
$542K
CGH
178
Crossmark Global Holdings
Texas
$536K +$11.3K +100 +2%
AG
179
Algert Global
California
$529K -$1.24M -10,970 -71%
SAM
180
Shell Asset Management
Netherlands
$527K -$75.9K -670 -13%
FA
181
FDx Advisors
Illinois
$520K +$24.6K +217 +5%
HC
182
Henshaw Capital
Massachusetts
$484K
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$454K -$19.4K -171 -4%
PA
184
Profund Advisors
Maryland
$442K -$64.3K -567 -13%
Balyasny Asset Management
185
Balyasny Asset Management
Illinois
$440K -$379K -3,342 -47%
CIP
186
Cornerstone Investment Partners
Georgia
$433K
RFA
187
Resurgent Financial Advisors
Georgia
$431K +$418K +3,691 New
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$427K +$22.3K +197 +6%
SGAM
189
Smith Group Asset Management
Texas
$421K -$304K -2,684 -43%
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$371K -$2.03M -17,895 -85%
QCM
191
Quantinno Capital Management
New York
$366K
MYIA
192
Mount Yale Investment Advisors
Colorado
$354K +$44.4K +392 +15%
QC
193
Quadrature Capital
United Kingdom
$344K +$334K +2,949 New
CCM
194
Coldstream Capital Management
Washington
$338K +$4.76K +42 +1%
CG
195
Caprock Group
Idaho
$336K +$327K +2,881 New
ZIM
196
Zacks Investment Management
Illinois
$334K +$324K +2,862 New
CC
197
Centiva Capital
New York
$331K +$322K +2,837 New
SCM
198
Shelton Capital Management
Colorado
$327K
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$324K +$13.6K +120 +5%
RJFSA
200
Raymond James Financial Services Advisors
Florida
$323K +$6.69K +59 +2%

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.