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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
DSC
251
Duncker Streett & Co
Missouri
$12K
AF
252
Advisornet Financial
Minnesota
$10K +$9.55K +159 New
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$9K -$22.2K -370 -71%
YWP
254
YorkBridge Wealth Partners
New York
$9K -$481 -8 -5%
CTC
255
Central Trust Company
Missouri
$8K
CIA
256
CSat Investment Advisory
Michigan
$8K +$7.93K +132 New
BFEC
257
Benjamin F. Edwards & Company
Missouri
$7K +$3.24K +54 +100%
GEA
258
Glen Eagle Advisors
New Jersey
$6.79K +$6.73K +112 New
APA
259
American Portfolios Advisors
New York
$6.18K +$781 +13 +15%
SPIA
260
Steward Partners Investment Advisory
New York
$6K +$6.73K +112 New
S
261
SignatureFD
Georgia
$5K -$4.75K -79 -48%
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
GAM
263
Gemmer Asset Management
California
$5K
AIM
264
Advantage Investment Management
Iowa
$4K
CFA
265
Camarda Financial Advisors
Florida
$4K
JIR
266
James Investment Research
Ohio
$4K
NCM
267
Next Capital Management
New York
$4K +$4.45K +74 New
RCAG
268
Rehmann Capital Advisory Group
Michigan
$3.27K
FHA
269
Flagship Harbor Advisors
Massachusetts
$2K -$8.23K -137 -78%
QCG
270
Quadrant Capital Group
Ohio
$2K
TWA
271
TCI Wealth Advisors
Arizona
$2K
CFGS
272
Concourse Financial Group Securities
Alabama
$2K +$360 +6 +18%
TFO
273
Tarbox Family Office
California
$2K +$1.68K +28 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.86K +31 New
HGWM
275
Harvest Group Wealth Management
Massachusetts
$1K

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.