We are live on ! Find out more
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
EFSCE
251
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
GAM
252
Gemmer Asset Management
California
$5K
S
253
SignatureFD
Georgia
$5K
AIM
254
Advantage Investment Management
Iowa
$4K
JIR
255
James Investment Research
Ohio
$4K
PA
256
Parallel Advisors
California
$4K +$3.52K +57 New
RCAG
257
Rehmann Capital Advisory Group
Michigan
$3.39K
IA
258
IFP Advisors
Florida
$3K +$3.21K +52 New
GWAG
259
Garrett Wealth Advisory Group
Texas
$2.01K +$1.98K +32 New
HGWM
260
Harvest Group Wealth Management
Massachusetts
$2K
QCG
261
Quadrant Capital Group
Ohio
$2K
TWA
262
TCI Wealth Advisors
Arizona
$2K
LWA
263
Lenox Wealth Advisors
New York
$2K +$2.41K +39 New
TFO
264
Tarbox Family Office
California
$1K -$494 -8 -29%
TFGT
265
TS Financial Group (TSFG)
Illinois
$1K
IGM
266
Incline Global Management
New York
-$27.5M -453,625 Closed
HRCM
267
Hood River Capital Management
Florida
-$18.3M -301,443 Closed
Renaissance Technologies
268
Renaissance Technologies
New York
-$13.2M -218,394 Closed
WAM
269
Wolverine Asset Management
Illinois
-$6.06M -100,000 Closed
Canada Life
270
Canada Life
Manitoba, Canada
-$1.91M -31,471 Closed
PM
271
Prosight Management
Texas
-$1.82M -30,000 Closed
PVAM
272
Pacific View Asset Management
California
-$1.61M -26,538 Closed
AIS
273
AlphaOne Investment Services
Pennsylvania
-$1.13M -18,564 Closed
Assenagon Asset Management
274
Assenagon Asset Management
Luxembourg
-$1.11M -18,400 Closed
Two Sigma Investments
275
Two Sigma Investments
New York
-$1.01M -16,747 Closed

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.