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EFOR

Everforth Inc

302 hedge funds and large institutions have $2.57B invested in Everforth Inc in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 89 increasing their positions, 112 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

911% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $245K

7% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 57

1% more funds holding

Funds holding: 300302 (+2)

2.49% less ownership

Funds ownership: 93.3%90.81% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 112

34% less capital invested

Capital invested by funds: $3.88B → $2.57B (-$1.32B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
302
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
61
Increased
89
Reduced
112
Closed
57
Calls
$2.48M
Puts
$245K
Net Calls
+$2.23M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
MI
251
Markston International
New York
$54K
MMG
252
Monetary Management Group
Missouri
$54K +$65.2K +1,000 New
JA
253
JOYN Advisors
Georgia
$51K +$2.09K +32 +4%
TRCT
254
Tower Research Capital (TRC)
New York
$45K -$58.9K -904 -52%
BC
255
Bartlett & Co
Ohio
$40K
BCWM
256
Bartlett & Co Wealth Management
Ohio
$39.5K
TSW
257
Thompson Siegel & Walmsley
Virginia
$38K
Bessemer Group
258
Bessemer Group
New Jersey
$32K
AIC
259
Ameritas Investment Company
Nebraska
$32K +$37.7K +578 New
PCG
260
Private Capital Group
Connecticut
$30K -$16.7K -256 -32%
PFBT
261
Parkside Financial Bank & Trust
Missouri
$27K +$3.52K +54 +12%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$26K -$26.1K -400 -46%
FHA
263
Flagship Harbor Advisors
Massachusetts
$26K -$4.56K -70 -13%
VCM
264
Versant Capital Management
Arizona
$24K
GT
265
Glenmede Trust
Pennsylvania
$20.5K -$5.2M -79,737 -17%
HNB
266
Huntington National Bank
Ohio
$20K -$6.65K -102 -22%
FHA
267
First Horizon Advisors
Tennessee
$19K
YWP
268
YorkBridge Wealth Partners
New York
$16K
PCM
269
Prelude Capital Management
New York
$16K +$13K +200 +235%
ER
270
Enlightenment Research
Florida
$16K +$19.6K +300 New
FIB
271
First Interstate Bank
Montana
$15K
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$13.6K -$1.36M -20,835 -8%
DSC
273
Duncker Streett & Co
Missouri
$11K
AIM
274
Advantage Investment Management
Iowa
$10K -$5.61K -86 -32%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$9K

EFOR Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2018, worth a combined $2.57B — down 34% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EFOR positions and 57 closed out — a net gain of 4 holders — while 89 added to existing stakes and 112 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $33.5M. The largest seller was BlackRock, cutting an estimated $98.7M.

  • 302 institutional investors held Everforth Inc (EFOR) as of Q4 2018, up from 300 in Q3 2018.
  • Funds reported $2.57B of Everforth Inc stock for Q4 2018, down 34% quarter-over-quarter.
  • 61 funds opened new Everforth Inc positions in Q4 2018 and 57 closed out, a net change of +4 holders.
  • The largest Everforth Inc buyer in Q4 2018 was Marshall Wace, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q4 2018 was BlackRock, an estimated $98.7M sold.

Based on aggregated 13F filings for Q4 2018.