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EFOR

Everforth Inc
EFOR

267 hedge funds and large institutions have $3.91B invested in Everforth Inc in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $3.26M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

28% more capital invested

Capital invested by funds: $3.06B → $3.91B (+$851M)

1.04% more ownership

Funds ownership: 92.45% → 93.49% (+1%)

0% more funds holding

Funds holding: 267 → 267 (0)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

Holders
267
Holders Change
–
Holders Change %
0%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
88
Reduced
108
Closed
21
Calls
$6.88M
Puts
$3.26M
Net Calls
+$3.62M
Net Calls Change
+$1.01M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$61.3M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$21.9M
3
Wells Fargo
Wells Fargo
California
+$18.6M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$13.8M
5
BlackRock
BlackRock
New York
+$13M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$52.9M
2
TCM
TimesSquare Capital Management
New York
-$31.7M
3
Millennium Management
Millennium Management
New York
-$18.9M
4
Invesco
Invesco
Georgia
-$10.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
251
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
TRCT
252
Tower Research Capital (TRC)
New York
$4K -$21.3K -327 -85%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$4K -$5.81K -89 -64%
IA
254
IFP Advisors
Florida
$3K -$392 -6 -12%
LWA
255
Lenox Wealth Advisors
New York
$3K – – –
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.48K +38 New
CFGS
257
Concourse Financial Group Securities
Alabama
$3K +$2.61K +40 New
JIR
258
James Investment Research
Ohio
$2K -$2.74K -42 -61%
QCG
259
Quadrant Capital Group
Ohio
$2K – – –
TWA
260
TCI Wealth Advisors
Arizona
$2K – – –
PCM
261
Prelude Capital Management
New York
$2K +$1.5K +23 New
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$2K +$1.89K +29 New
HGWM
263
Harvest Group Wealth Management
Massachusetts
$1K – – –
TFO
264
Tarbox Family Office
California
$1K – – –
TFGT
265
TS Financial Group (TSFG)
Illinois
$1K – – –
Marshall Wace
266
Marshall Wace
United Kingdom
– -$10.3M -164,470 Closed
Arrowstreet Capital
267
Arrowstreet Capital
Massachusetts
– -$2.34M -37,286 Closed
MWNA
268
Marshall Wace North America
New York
– -$1.37M -21,860 Closed
OTPPB
269
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.22M -19,431 Closed
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
– -$928K -14,766 Closed
TCM
271
Teza Capital Management
Illinois
– -$759K -12,070 Closed
Capital Fund Management (CFM)
272
Capital Fund Management (CFM)
France
– -$616K -9,800 Closed
QSS
273
Quantitative Systematic Strategies
Florida
– -$507K -8,073 Closed
JG
274
Jefferies Group
New York
– -$445K -7,072 Closed
TI
275
Trexquant Investment
Connecticut
– -$441K -7,013 Closed
8 9 10
11
12

EFOR Hedge Fund Activity: Q4 2019 in Review

267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2019, worth a combined $3.91B — up 28% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EFOR positions and 21 closed out — a net gain of 8 holders — while 88 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.3M. The largest seller was Select Equity Group, cutting an estimated $52.9M.

  • 267 institutional investors held Everforth Inc (EFOR) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $3.91B of Everforth Inc stock for Q4 2019, up 28% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q4 2019 and 21 closed out, a net change of +8 holders.
  • The largest Everforth Inc buyer in Q4 2019 was Fidelity Investments, an estimated $61.3M added.
  • The largest Everforth Inc seller in Q4 2019 was Select Equity Group, an estimated $52.9M sold.

Based on aggregated 13F filings for Q4 2019.