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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
HR
201
Hayden Royal
North Carolina
$335K +$26.1K +283 +9%
LIA
202
LS Investment Advisors
Michigan
$320K -$55.8K -604 -15%
PG
203
Pendal Group
Australia
$317K +$307K +3,320 New
RHJA
204
Rice Hall James & Associates
California
$304K +$15.8K +171 +6%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$302K -$545K -5,896 -65%
MFS
206
Mirabella Financial Services
United Kingdom
$297K +$288K +3,117 New
Squarepoint
207
Squarepoint
New York
$295K -$222K -2,404 -44%
MML Investors Services
208
MML Investors Services
Massachusetts
$288K +$279K +3,018 New
SCM
209
Shelton Capital Management
Colorado
$283K
MGIA
210
Moneta Group Investment Advisors
Missouri
$277K +$268K +2,902 New
CIM
211
CIM Investment Management
Pennsylvania
$274K +$265K +2,874 New
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$250K -$51.8K -561 -18%
B
213
Bailard
California
$248K
Arrowstreet Capital
214
Arrowstreet Capital
Massachusetts
$248K +$240K +2,600 New
VFA
215
Voya Financial Advisors
Connecticut
$238K +$232K +2,516 New
PMA
216
Prudent Man Advisors
Illinois
$234K +$647 +7 +0.3%
Verition Fund Management
217
Verition Fund Management
Connecticut
$225K +$218K +2,358 New
ETM
218
Euclidean Technologies Management
Washington
$221K +$214K +2,319 New
LC
219
Loews Corp
New York
$217K +$210K +2,269 New
GAM
220
Gotham Asset Management
New York
$213K +$206K +2,227 New
FMT
221
First Mercantile Trust
Tennessee
$205K -$5.17K -56 -3%
OAM
222
Oberweis Asset Management
Illinois
$200K -$102K -1,100 -34%
WAM
223
World Asset Management
Michigan
$200K +$176K +1,905 New
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$179K +$169K +1,833 +4,263%
CIM
225
Contravisory Investment Management
Massachusetts
$170K

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.