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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$264K +$47.4K +450 +24%
LC
202
Loews Corp
New York
$256K
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$250K +$233K +2,211 New
FMT
204
First Mercantile Trust
Tennessee
$240K +$9.16K +87 +4%
CIP
205
Cornerstone Investment Partners
Georgia
$239K +$223K +2,116 New
CIA
206
Choate Investment Advisors
Massachusetts
$227K +$211K +2,007 New
PGFC
207
Peapack-Gladstone Financial Corp
New Jersey
$219K +$204K +1,938 New
LWCFA
208
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K
ACM
209
AlphaCrest Capital Management
New York
$202K -$991K -9,419 -84%
CIM
210
Contravisory Investment Management
Massachusetts
$202K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$200K +$133K +1,259 +244%
GWSG
212
GPS Wealth Strategies Group
Colorado
$180K -$421 -4 -0.3%
Osaic Holdings
213
Osaic Holdings
Arizona
$160K +$29.2K +277 +24%
AAM
214
Advisors Asset Management
Colorado
$136K -$29K -276 -19%
HPC
215
HM Payson & Co
Maine
$106K
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$93K -$24.1K -229 -22%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$93K +$1.47K +14 +2%
EBA
218
Eagle Bay Advisors
New York
$93K +$1.58K +15 +2%
HIA
219
Harbor Investment Advisory
Maryland
$92K
MI
220
Markston International
New York
$68K
PA
221
Parallel Advisors
California
$42K +$12.6K +120 +48%
FF
222
FourThought Financial
Florida
$40K
HNB
223
Huntington National Bank
Ohio
$39K +$25.2K +239 +217%
QCG
224
Quadrant Capital Group
Ohio
$26K +$1.16K +11 +5%
DFCM
225
Dark Forest Capital Management
Puerto Rico
$25K -$14K -133 -37%

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.