Everforth Inc
EFOR
277 hedge funds and large institutions have $4.41B invested in Everforth Inc in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 121 reducing their positions, and 31 closing their positions.
2.04% more ownership
Funds ownership: 95.15% → 97.19% (+2%)
0% more capital invested
Capital invested by funds: $4.39B → $4.41B (+$21.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 289 → 277 (-12)
24% less call options, than puts
Call options by funds: $614K | Put options by funds: $805K
26% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 121
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$94.5M |
| 2 |
Millennium Management
New York
|
+$21.4M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$18.4M |
| 4 |
Goldman Sachs
New York
|
+$9.11M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$7.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$13.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.82M |
| 4 |
BlackRock
New York
|
-$7.46M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.25M |
EFOR Hedge Fund Activity: Q3 2022 in Review
277 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2022, worth a combined $4.41B — up 0.49% from $4.39B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of EFOR and 22 opened new positions — a net loss of 9 holders — while 121 trimmed existing stakes and 89 added.
The largest buyer was Pathstone Family Office, adding an estimated $94.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $38.7M.
- 277 institutional investors held Everforth Inc (EFOR) as of Q3 2022, down from 289 in Q2 2022.
- Funds reported $4.41B of Everforth Inc stock for Q3 2022, up 0.49% quarter-over-quarter.
- 22 funds opened new Everforth Inc positions in Q3 2022 and 31 closed out, a net change of -9 holders.
- The largest Everforth Inc buyer in Q3 2022 was Pathstone Family Office, an estimated $94.5M added.
- The largest Everforth Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $38.7M sold.
Based on aggregated 13F filings for Q3 2022.