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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
EGM
201
Engineers Gate Manager
New York
$313K -$117K -1,030 -28%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$311K +$6.8K +60 +2%
RHJA
203
Rice Hall James & Associates
California
$300K -$3.74K -33 -1%
FHB
204
First Hawaiian Bank
Hawaii
$299K -$548K -4,839 -65%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$275K -$1.18M -10,454 -82%
LC
206
Loews Corp
New York
$264K
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$256K
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$249K +$6.8K +60 +3%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$246K -$14.2K -125 -6%
CIA
210
Choate Investment Advisors
Massachusetts
$234K
PMA
211
Prudent Man Advisors
Illinois
$225K -$13.6K -120 -6%
GWSG
212
GPS Wealth Strategies Group
Colorado
$220K +$15.8K +139 +8%
CIM
213
Contravisory Investment Management
Massachusetts
$219K -$11.8K -104 -5%
Franklin Resources
214
Franklin Resources
California
$216K +$209K +1,847 New
LWCFA
215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$213K -$9.63K -85 -4%
CMBA
216
C.M. Bidwell & Associates
Hawaii
$207K +$197K +1,740 +5,800%
OAM
217
Oppenheimer Asset Management
New York
$203K -$76.7K -677 -28%
Osaic Holdings
218
Osaic Holdings
Arizona
$199K +$15.9K +140 +9%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$199K +$101K +890 +110%
TRCT
220
Tower Research Capital (TRC)
New York
$154K -$265K -2,340 -64%
Macquarie Group
221
Macquarie Group
Australia
$139K +$10.1M +88,990 +8%
Simplex Trading
222
Simplex Trading
Illinois
$130K -$35.1K -310 -22%
OIS
223
Okabena Investment Services
Minnesota
$124K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$123K +$5.89K +52 +5%
CA
225
Clearstead Advisors
Ohio
$115K -$68K -600 -38%

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.