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EFOR

Everforth Inc

249 hedge funds and large institutions have $5.65B invested in Everforth Inc in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,083% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $314K

17% more capital invested

Capital invested by funds: $4.84B → $5.65B (+$806M)

0.34% more ownership

Funds ownership: 93.88%94.22% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less funds holding

Funds holding: 268249 (-19)

16% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 104

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
249
Holders Change
-19
Holders Change %
-7.09%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
87
Reduced
104
Closed
32
Calls
$3.71M
Puts
$314K
Net Calls
+$3.4M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$669M -$30.6M -291,075 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$652M -$5.42M -51,513 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$545M -$5.1M -48,457 -1%
Boston Partners
4
Boston Partners
Massachusetts
$321M +$2.88M +27,380 +1%
Invesco
5
Invesco
Georgia
$192M -$7.26M -68,941 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$186M -$3.34M -31,767 -2%
BAMCO Inc
7
BAMCO Inc
New York
$184M +$2.34M +22,256 +1%
State Street
8
State Street
Massachusetts
$183M -$430K -4,089 -0.3%
Macquarie Group
9
Macquarie Group
Australia
$123M +$389K +3,692 +0.3%
Wells Fargo
10
Wells Fargo
California
$107M -$6.67M -63,412 -6%
Fidelity International
11
Fidelity International
Bermuda
$106M +$52.7M +500,768 +115%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$105M -$6.59M -62,589 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$98.6M -$447K -4,247 -0.5%
Goldman Sachs
14
Goldman Sachs
New York
$94.4M -$4.05M -38,472 -4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$91.5M -$838K -7,959 -1%
VNIM
16
Vaughan Nelson Investment Management
Texas
$86.2M +$3.52M +33,480 +5%
ACB
17
Aristotle Capital Boston
Massachusetts
$85.7M -$123K -1,173 -0.2%
Northern Trust
18
Northern Trust
Illinois
$85.1M -$1.89M -17,929 -2%
TCM
19
TimesSquare Capital Management
New York
$82.6M +$5.09M +48,395 +7%
PFO
20
Pathstone Family Office
New Jersey
$80.7M -$5.69M -54,099 -7%
Charles Schwab
21
Charles Schwab
California
$71.8M -$881K -8,370 -1%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$69.1M +$8.12M +77,196 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$67.5M +$726K +6,897 +1%
PAMS
24
Pictet Asset Management (Switzerland)
Switzerland
$65.6M +$61M +579,751 New
Jennison Associates
25
Jennison Associates
New York
$59.1M +$5.23M +49,685 +11%

EFOR Hedge Fund Activity: Q3 2021 in Review

249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2021, worth a combined $5.65B — up 17% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of EFOR and 18 opened new positions — a net loss of 14 holders — while 104 trimmed existing stakes and 87 added.

The largest buyer was Fidelity International, adding an estimated $52.7M. The largest seller was BlackRock, cutting an estimated $30.6M.

  • 249 institutional investors held Everforth Inc (EFOR) as of Q3 2021, down from 268 in Q2 2021.
  • Funds reported $5.65B of Everforth Inc stock for Q3 2021, up 17% quarter-over-quarter.
  • 18 funds opened new Everforth Inc positions in Q3 2021 and 32 closed out, a net change of -14 holders.
  • The largest Everforth Inc buyer in Q3 2021 was Fidelity International, an estimated $52.7M added.
  • The largest Everforth Inc seller in Q3 2021 was BlackRock, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2021.