Everforth Inc
EFOR
289 hedge funds and large institutions have $4.39B invested in Everforth Inc in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 25 closing their positions.
68% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 25
4% more funds holding
Funds holding: 279 → 289 (+10)
0.97% more ownership
Funds ownership: 94.17% → 95.15% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 108
21% less capital invested
Capital invested by funds: $5.53B → $4.39B (-$1.14B)
68% less call options, than puts
Call options by funds: $1.55M | Put options by funds: $4.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$49.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$26.2M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$20M |
| 4 |
Morgan Stanley
New York
|
+$17.4M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$31.1M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$27.7M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$20.6M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$16.1M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$15.2M |
EFOR Hedge Fund Activity: Q2 2022 in Review
289 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2022, worth a combined $4.39B — down 21% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new EFOR positions and 25 closed out — a net gain of 17 holders — while 101 added to existing stakes and 108 trimmed.
The largest buyer was BAMCO Inc, adding an estimated $49.5M. The largest seller was Aberdeen Group, exiting entirely with an estimated $31.1M sold.
- 289 institutional investors held Everforth Inc (EFOR) as of Q2 2022, up from 279 in Q1 2022.
- Funds reported $4.39B of Everforth Inc stock for Q2 2022, down 21% quarter-over-quarter.
- 42 funds opened new Everforth Inc positions in Q2 2022 and 25 closed out, a net change of +17 holders.
- The largest Everforth Inc buyer in Q2 2022 was BAMCO Inc, an estimated $49.5M added.
- The largest Everforth Inc seller in Q2 2022 was Aberdeen Group, an estimated $31.1M sold.
Based on aggregated 13F filings for Q2 2022.