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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
BlackRock
1
BlackRock
New York
$615M +$10.5M +113,659 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$518M +$10.2M +110,739 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$461M +$13.1M +142,111 +3%
Boston Partners
4
Boston Partners
Massachusetts
$269M +$16.4M +177,938 +7%
Invesco
5
Invesco
Georgia
$180M +$2.27M +24,541 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$165M -$8.84M -95,738 -5%
BAMCO Inc
7
BAMCO Inc
New York
$158M -$152K -1,650 -0.1%
State Street
8
State Street
Massachusetts
$150M -$2.76M -29,898 -2%
Macquarie Group
9
Macquarie Group
Australia
$109M -$6M -65,011 -5%
Wells Fargo
10
Wells Fargo
California
$104M -$5.76M -62,369 -5%
Goldman Sachs
11
Goldman Sachs
New York
$92.7M -$2.28M -24,664 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$79.7M +$6.18M +66,885 +9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$77.1M -$7.55M -81,713 -9%
ACB
14
Aristotle Capital Boston
Massachusetts
$76.7M -$3.48M -37,697 -4%
Northern Trust
15
Northern Trust
Illinois
$74.8M -$1.7M -18,390 -2%
PFO
16
Pathstone Family Office
New Jersey
$73.1M +$1.59M +17,205 +2%
TCM
17
TimesSquare Capital Management
New York
$70.3M +$2.43M +26,260 +4%
VNIM
18
Vaughan Nelson Investment Management
Texas
$70M +$6.97M +75,450 +11%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$69.3M -$9.24M -100,011 -12%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$62.9M +$712K +7,707 +1%
Charles Schwab
21
Charles Schwab
California
$60M +$92.7K +1,004 +0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$56.3M +$133K +1,438 +0.2%
Bank of America
23
Bank of America
North Carolina
$52.7M +$10.2M +110,766 +25%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$52M +$1.05M +11,410 +2%
Norges Bank
25
Norges Bank
Norway
$43.5M -$19.7M -213,634 -32%

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.