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EFOR

Everforth Inc

267 hedge funds and large institutions have $3.06B invested in Everforth Inc in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $4.83M | Put options by funds: $2.23M

3% more capital invested

Capital invested by funds: $2.96B → $3.06B (+$98.7M)

0.54% less ownership

Funds ownership: 92.99%92.45% (-0.54%)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

4% less funds holding

Funds holding: 279267 (-12)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
5.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
92
Reduced
100
Closed
36
Calls
$4.83M
Puts
$2.23M
Net Calls
+$2.61M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
226
NumerixS Investment Technologies
British Columbia, Canada
$50K -$24.7K -400 -33%
HIIFS
227
Harel Insurance Investments & Financial Services
Israel
$49K +$47.9K +775 New
BC
228
Bartlett & Co
Ohio
$46K
BCWM
229
Bartlett & Co Wealth Management
Ohio
$45.6K
TSW
230
Thompson Siegel & Walmsley
Virginia
$44K
BFEC
231
Benjamin F. Edwards & Company
Missouri
$43K +$35.1K +569 +527%
Bessemer Group
232
Bessemer Group
New Jersey
$38K +$1.36K +22 +4%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$34K -$15.1K -245 -31%
PCG
234
Private Capital Group
Connecticut
$33K -$16.7K -270 -34%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$33K -$432 -7 -1%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$30K
TRCT
237
Tower Research Capital (TRC)
New York
$24K -$134K -2,174 -85%
AAM
238
Advisors Asset Management
Colorado
$23K -$309 -5 -1%
ASN
239
Advisory Services Network
Georgia
$22K
Walleye Trading
240
Walleye Trading
New York
$20K +$19.3K +313 New
PRC
241
Pearl River Capital
Michigan
$18K +$17.4K +282 New
GT
242
Glenmede Trust
Pennsylvania
$17.6K -$1.4M -22,612 -7%
HNB
243
Huntington National Bank
Ohio
$16K -$5K -81 -25%
AF
244
Advisornet Financial
Minnesota
$10K
CIA
245
CSat Investment Advisory
Michigan
$10K +$1.36K +22 +17%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$9K -$556 -9 -6%
SPIA
247
Steward Partners Investment Advisory
New York
$9K +$2.9K +47 +42%
VCM
248
Versant Capital Management
Arizona
$8K -$5.06K -82 -37%
APA
249
American Portfolios Advisors
New York
$6.41K
CTC
250
Central Trust Company
Missouri
$6K -$2.35K -38 -29%

EFOR Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2019, worth a combined $3.06B — up 3.3% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EFOR and 25 opened new positions — a net loss of 11 holders — while 100 trimmed existing stakes and 92 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $28.7M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.5M sold.

  • 267 institutional investors held Everforth Inc (EFOR) as of Q3 2019, down from 279 in Q2 2019.
  • Funds reported $3.06B of Everforth Inc stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 25 funds opened new Everforth Inc positions in Q3 2019 and 36 closed out, a net change of -11 holders.
  • The largest Everforth Inc buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $28.7M added.
  • The largest Everforth Inc seller in Q3 2019 was Incline Global Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2019.