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EFOR

Everforth Inc

279 hedge funds and large institutions have $5.53B invested in Everforth Inc in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% more ownership

Funds ownership: 93.44%94.17% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

6% less funds holding

Funds holding: 297279 (-18)

8% less capital invested

Capital invested by funds: $6B → $5.53B (-$470M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

54% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $3.77M

Holders
279
Holders Change
-18
Holders Change %
-6.06%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
97
Reduced
107
Closed
43
Calls
$1.74M
Puts
$3.77M
Net Calls
-$2.03M
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$716M +$48.2M +425,561 +7%
BlackRock
2
BlackRock
New York
$663M +$1.91M +16,813 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$562M +$4.29M +37,830 +0.8%
Boston Partners
4
Boston Partners
Massachusetts
$281M +$3.15M +27,829 +1%
State Street
5
State Street
Massachusetts
$194M +$4.63M +40,825 +3%
Invesco
6
Invesco
Georgia
$191M -$2.97M -26,165 -2%
BAMCO Inc
7
BAMCO Inc
New York
$187M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$183M -$3.32M -29,286 -2%
Fidelity International
9
Fidelity International
Bermuda
$145M +$3.4M +30,000 +2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$108M +$1.68M +14,865 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$103M +$1.31M +11,593 +1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$92.1M -$1.45M -12,757 -2%
Goldman Sachs
13
Goldman Sachs
New York
$91.8M -$1.78M -15,718 -2%
PFO
14
Pathstone Family Office
New Jersey
$85.2M +$1.44M +12,702 +2%
ACB
15
Aristotle Capital Boston
Massachusetts
$84.1M -$1.45M -12,820 -2%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$82.4M +$8.35M +73,682 +12%
Northern Trust
17
Northern Trust
Illinois
$81.3M -$2.6M -22,966 -3%
Charles Schwab
18
Charles Schwab
California
$75.6M +$2.66M +23,450 +4%
TCM
19
TimesSquare Capital Management
New York
$66.5M -$7.27M -64,155 -10%
VNIM
20
Vaughan Nelson Investment Management
Texas
$65.5M -$1.94M -17,140 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$65.2M -$2.13M -18,790 -3%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$65.1M -$3.48M -30,729 -5%
Jennison Associates
23
Jennison Associates
New York
$61.6M +$1.62M +14,331 +3%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$58.5M +$5.82M +51,352 +11%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$54.7M -$3.85M -33,998 -7%

EFOR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2022, worth a combined $5.53B — down 7.8% from $6B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EFOR and 29 opened new positions — a net loss of 14 holders — while 107 trimmed existing stakes and 97 added.

The largest buyer was Fidelity Investments, adding an estimated $48.2M. The largest seller was Aberdeen Group, cutting an estimated $17.5M.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q1 2022, down from 297 in Q4 2021.
  • Funds reported $5.53B of Everforth Inc stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2022 and 43 closed out, a net change of -14 holders.
  • The largest Everforth Inc buyer in Q1 2022 was Fidelity Investments, an estimated $48.2M added.
  • The largest Everforth Inc seller in Q1 2022 was Aberdeen Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.