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EFOR

Everforth Inc

272 hedge funds and large institutions have $4.19B invested in Everforth Inc in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more capital invested

Capital invested by funds: $3.16B → $4.19B (+$1.03B)

0.33% more ownership

Funds ownership: 94.69%95.02% (+0.33%)

0% less funds holding

Funds holding: 273272 (-1)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 112

Holders
272
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
37
Increased
86
Reduced
112
Closed
38
Calls
$4.52M
Puts
Net Calls
+$4.52M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$529M +$37.1M +482,459 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$444M -$4.12M -53,625 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$392M +$12.6M +164,138 +4%
Boston Partners
4
Boston Partners
Massachusetts
$220M +$16.1M +209,933 +9%
Invesco
5
Invesco
Georgia
$155M +$38M +494,348 +36%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$153M -$3.47M -45,119 -2%
BAMCO Inc
7
BAMCO Inc
New York
$138M
State Street
8
State Street
Massachusetts
$134M +$382K +4,970 +0.3%
Macquarie Group
9
Macquarie Group
Australia
$100M +$5.53M +71,873 +6%
Wells Fargo
10
Wells Fargo
California
$96.1M -$3.64M -47,338 -4%
Goldman Sachs
11
Goldman Sachs
New York
$83.2M +$7.03M +91,356 +10%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$74.3M +$3.88M +50,452 +6%
ACB
13
Aristotle Capital Boston
Massachusetts
$70.3M -$10.5M -136,001 -14%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$69M -$5.56M -72,289 -8%
Northern Trust
15
Northern Trust
Illinois
$67M -$1.53M -19,872 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$64.2M +$3.25M +42,236 +6%
PFO
17
Pathstone Family Office
New Jersey
$62.5M -$8.37M -108,817 -13%
TCM
18
TimesSquare Capital Management
New York
$59.4M +$2.57M +33,350 +5%
Norges Bank
19
Norges Bank
Norway
$55.9M +$7.82M +101,700 +18%
VNIM
20
Vaughan Nelson Investment Management
Texas
$55M +$193K +2,515 +0.4%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$54.4M -$4.28M -55,616 -8%
Charles Schwab
22
Charles Schwab
California
$52.4M -$1.47M -19,149 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$49.1M -$289K -3,763 -0.6%
Capital International Investors
24
Capital International Investors
California
$46.8M -$32.1M -416,725 -43%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$44.6M -$1.35M -17,573 -3%

EFOR Hedge Fund Activity: Q4 2020 in Review

272 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2020, worth a combined $4.19B — up 33% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of EFOR and 37 opened new positions — a net loss of 1 holder — while 112 trimmed existing stakes and 86 added.

The largest buyer was Invesco, adding an estimated $38M. The largest seller was Capital International Investors, cutting an estimated $32.1M.

  • 272 institutional investors held Everforth Inc (EFOR) as of Q4 2020, down from 273 in Q3 2020.
  • Funds reported $4.19B of Everforth Inc stock for Q4 2020, up 33% quarter-over-quarter.
  • 37 funds opened new Everforth Inc positions in Q4 2020 and 38 closed out, a net change of -1 holder.
  • The largest Everforth Inc buyer in Q4 2020 was Invesco, an estimated $38M added.
  • The largest Everforth Inc seller in Q4 2020 was Capital International Investors, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2020.