Everforth Inc
EFOR
274 hedge funds and large institutions have $3.84B invested in Everforth Inc in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 24 closing their positions.
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
13% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 98
5% more capital invested
Capital invested by funds: $3.65B → $3.84B (+$191M)
2.97% more ownership
Funds ownership: 91% → 93.97% (+3%)
2% more funds holding
Funds holding: 268 → 274 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
46% less call options, than puts
Call options by funds: $1M | Put options by funds: $1.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$20.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.74M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$8.34M |
| 5 |
BAMCO Inc
New York
|
+$7.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$52.9M |
| 2 |
Jennison Associates
New York
|
-$16.9M |
| 3 |
BlackRock
New York
|
-$16M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$12.6M |
EFOR Hedge Fund Activity: Q1 2023 in Review
274 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2023, worth a combined $3.84B — up 5.2% from $3.65B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EFOR positions and 24 closed out — a net gain of 7 holders — while 111 added to existing stakes and 98 trimmed.
The largest buyer was Reinhart Partners, opening a new position worth an estimated $20.1M. The largest seller was Boston Partners, cutting an estimated $52.9M.
- 274 institutional investors held Everforth Inc (EFOR) as of Q1 2023, up from 268 in Q4 2022.
- Funds reported $3.84B of Everforth Inc stock for Q1 2023, up 5.2% quarter-over-quarter.
- 31 funds opened new Everforth Inc positions in Q1 2023 and 24 closed out, a net change of +7 holders.
- The largest Everforth Inc buyer in Q1 2023 was Reinhart Partners, an estimated $20.1M added.
- The largest Everforth Inc seller in Q1 2023 was Boston Partners, an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2023.