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EFOR

Everforth Inc

268 hedge funds and large institutions have $4.84B invested in Everforth Inc in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

578% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $329K

1% more capital invested

Capital invested by funds: $4.81B → $4.84B (+$28.8M)

1.46% less ownership

Funds ownership: 95.34%93.88% (-1.5%)

5% less funds holding

Funds holding: 281268 (-13)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 114

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

Holders
268
Holders Change
-13
Holders Change %
-4.63%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
23
Increased
87
Reduced
114
Closed
33
Calls
$2.23M
Puts
$329K
Net Calls
+$1.9M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$602M -$24.2M -237,219 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M +$40M +391,006 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M +$3.31M +32,431 +0.7%
Boston Partners
4
Boston Partners
Massachusetts
$271M -$962K -9,419 -0.3%
Invesco
5
Invesco
Georgia
$171M -$11.5M -112,375 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$163M -$5.57M -54,540 -3%
State Street
7
State Street
Massachusetts
$158M +$5.86M +57,326 +4%
BAMCO Inc
8
BAMCO Inc
New York
$156M -$5.18M -50,692 -3%
Macquarie Group
9
Macquarie Group
Australia
$105M -$5.48M -53,652 -5%
Wells Fargo
10
Wells Fargo
California
$97.6M -$8.3M -81,213 -7%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$96M +$27M +264,076 +36%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$84.9M +$4.1M +40,123 +5%
Goldman Sachs
13
Goldman Sachs
New York
$84.6M -$10.1M -98,377 -10%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$79.2M +$922K +9,019 +1%
Northern Trust
15
Northern Trust
Illinois
$74.6M -$1.37M -13,388 -2%
PFO
16
Pathstone Family Office
New Jersey
$74.4M +$119K +1,161 +0.2%
ACB
17
Aristotle Capital Boston
Massachusetts
$73.6M -$4.54M -44,455 -6%
VNIM
18
Vaughan Nelson Investment Management
Texas
$70.6M -$587K -5,745 -0.8%
TCM
19
TimesSquare Capital Management
New York
$66.1M -$5.66M -55,360 -8%
Charles Schwab
20
Charles Schwab
California
$62.3M +$1.45M +14,237 +2%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$61.6M -$2.38M -23,320 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$57.2M +$42.6K +417 +0.1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$51.7M -$1.14M -11,198 -2%
Norges Bank
24
Norges Bank
Norway
$50.8M +$7M +68,467 +15%
Jennison Associates
25
Jennison Associates
New York
$45.8M +$20.7M +202,334 +75%

EFOR Hedge Fund Activity: Q2 2021 in Review

268 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2021, worth a combined $4.84B — up 0.6% from $4.81B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EFOR and 23 opened new positions — a net loss of 10 holders — while 114 trimmed existing stakes and 87 added.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was BlackRock, cutting an estimated $24.2M.

  • 268 institutional investors held Everforth Inc (EFOR) as of Q2 2021, down from 281 in Q1 2021.
  • Funds reported $4.84B of Everforth Inc stock for Q2 2021, up 0.6% quarter-over-quarter.
  • 23 funds opened new Everforth Inc positions in Q2 2021 and 33 closed out, a net change of -10 holders.
  • The largest Everforth Inc buyer in Q2 2021 was Fidelity Investments, an estimated $40M added.
  • The largest Everforth Inc seller in Q2 2021 was BlackRock, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2021.