Everforth Inc
EFOR
272 hedge funds and large institutions have $4.2B 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.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more capital invested
Capital invested by funds: $3.16B → $4.2B (+$1.04B)
0.33% more ownership
Funds ownership: 94.69% → 95.02% (+0.33%)
0% less funds holding
Funds holding: 273 → 272 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$38M |
| 2 |
BlackRock
New York
|
+$37.1M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$19.3M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$19.2M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$32.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$19M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$10.5M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$8.89M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$8.37M |
EFOR Hedge Fund Activity: Q4 2020 in Review
272 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2020, worth a combined $4.2B — 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 $4.2B 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.