Everforth Inc
EFOR
261 hedge funds and large institutions have $3.69B invested in Everforth Inc in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 97 reducing their positions, and 26 closing their positions.
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more capital invested
Capital invested by funds: $3.51B → $3.69B (+$185M)
5% more funds holding
Funds holding: 248 → 261 (+13)
0.59% less ownership
Funds ownership: 93.83% → 93.25% (-0.59%)
6% less call options, than puts
Call options by funds: $4.75M | Put options by funds: $5.06M
13% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$33.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$30.8M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$9.91M |
| 4 |
Citigroup
New York
|
+$6.57M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$25.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$22M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$9.49M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.4M |
| 5 |
Morgan Stanley
New York
|
-$9.34M |
EFOR Hedge Fund Activity: Q3 2023 in Review
261 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2023, worth a combined $3.69B — up 5.3% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EFOR positions and 26 closed out — a net gain of 14 holders — while 84 added to existing stakes and 97 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $33.6M. The largest seller was Fidelity International, cutting an estimated $25.4M.
- 261 institutional investors held Everforth Inc (EFOR) as of Q3 2023, up from 248 in Q2 2023.
- Funds reported $3.69B of Everforth Inc stock for Q3 2023, up 5.3% quarter-over-quarter.
- 40 funds opened new Everforth Inc positions in Q3 2023 and 26 closed out, a net change of +14 holders.
- The largest Everforth Inc buyer in Q3 2023 was Victory Capital Management, an estimated $33.6M added.
- The largest Everforth Inc seller in Q3 2023 was Fidelity International, an estimated $25.4M sold.
Based on aggregated 13F filings for Q3 2023.