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EFOR

Everforth Inc

279 hedge funds and large institutions have $2.96B invested in Everforth Inc in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $7.28M

0.33% more ownership

Funds ownership: 92.66%92.99% (+0.33%)

4% less capital invested

Capital invested by funds: $3.07B → $2.96B (-$117M)

5% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 104

5% less funds holding

Funds holding: 295279 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

Holders
279
Holders Change
-16
Holders Change %
-5.42%
% of All Funds
6.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
99
Reduced
104
Closed
44
Calls
$7.49M
Puts
$7.28M
Net Calls
+$201K
Net Calls Change
-$643K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Advisor Group
Arizona
$125K -$4.93K -82 -4%
LWCFA
227
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K
Victory Capital Management
228
Victory Capital Management
Texas
$106K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$97K
WEC
230
Winslow Evans & Crocker
Massachusetts
$88K -$27.8K -462 -24%
FMT
231
First Mercantile Trust
Tennessee
$75K -$300 -5 -0.4%
NIT
232
NumerixS Investment Technologies
British Columbia, Canada
$73K
PCG
233
Private Capital Group
Connecticut
$63K +$15.4K +257 +47%
MI
234
Markston International
New York
$61K
Acadian Asset Management
235
Acadian Asset Management
Massachusetts
$49K -$816K -13,592 -94%
LTFS
236
Ladenburg Thalmann Financial Services
Florida
$48K -$22.8K -379 -33%
BC
237
Bartlett & Co
Ohio
$44K
BCWM
238
Bartlett & Co Wealth Management
Ohio
$43.9K
TSW
239
Thompson Siegel & Walmsley
Virginia
$42K +$42K +700 New
Bessemer Group
240
Bessemer Group
New Jersey
$36K -$2.22K -37 -6%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$32K +$2.22K +37 +7%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$28K
QT
243
Quantbot Technologies
New York
$25K -$4.81K -80 -16%
AAM
244
Advisors Asset Management
Colorado
$23K +$6.73K +112 +43%
ASN
245
Advisory Services Network
Georgia
$22K +$19.3K +321 +698%
FHA
246
First Horizon Advisors
Tennessee
$21K
HNB
247
Huntington National Bank
Ohio
$20K +$5.17K +86 +35%
QT
248
Quantamental Technologies
New York
$20K +$19.5K +325 New
GT
249
Glenmede Trust
Pennsylvania
$18.4K -$4.81M -80,048 -21%
VCM
250
Versant Capital Management
Arizona
$13K -$10K -167 -43%

EFOR Hedge Fund Activity: Q2 2019 in Review

279 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2019, worth a combined $2.96B — down 3.8% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EFOR and 31 opened new positions — a net loss of 13 holders — while 104 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $37.6M. The largest seller was Redwood Investments, exiting entirely with an estimated $19.8M sold.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q2 2019, down from 295 in Q1 2019.
  • Funds reported $2.96B of Everforth Inc stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 31 funds opened new Everforth Inc positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest Everforth Inc buyer in Q2 2019 was Invesco, an estimated $37.6M added.
  • The largest Everforth Inc seller in Q2 2019 was Redwood Investments, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.