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EFOR

Everforth Inc
EFOR

273 hedge funds and large institutions have $3.16B invested in Everforth Inc in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $615K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

10% more funds holding

Funds holding: 248 → 273 (+25)

0.64% more ownership

Funds ownership: 94.04% → 94.69% (+0.64%)

4% less capital invested

Capital invested by funds: $3.29B → $3.16B (-$132M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

38% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 113

Holders
273
Holders Change
+25
Holders Change %
+10.08%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
44
Increased
70
Reduced
113
Closed
16
Calls
$3.56M
Puts
$615K
Net Calls
+$2.94M
Net Calls Change
+$2.54M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$58.6M
2
Invesco
Invesco
Georgia
+$48.3M
3
PFO
Pathstone Family Office
New Jersey
+$13.6M
4
Prudential Financial
Prudential Financial
New Jersey
+$6.92M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$22.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$14.6M
3
Wells Fargo
Wells Fargo
California
-$13.2M
4
Norges Bank
Norges Bank
Norway
-$7.81M
5
BAMCO Inc
BAMCO Inc
New York
-$7.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
251
Huntington National Bank
Ohio
$6K – – –
Group One Trading
252
Group One Trading
Illinois
$6K +$6.88K +100 New
CA
253
Crewe Advisors
Utah
$6K +$7.02K +102 New
GAM
254
Gemmer Asset Management
California
$5K – – –
MAM
255
Meeder Asset Management
Ohio
$4K -$212K -3,085 -98%
JIR
256
James Investment Research
Ohio
$4K – – –
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.92K +57 New
ASN
258
Advisory Services Network
Georgia
$4K +$4.06K +59 New
AIL
259
AGF Investments LLC
Ontario, Canada
$3K -$757 -11 -20%
ABC
260
Associated Banc-Corp
Wisconsin
$3K – – –
BCA
261
Berman Capital Advisors
Georgia
$3K +$2.55K +37 +336%
FCH
262
Freestone Capital Holdings
Washington
$2.23K +$2.41K +35 New
Millennium Management
263
Millennium Management
New York
$2.16K +$2.34M +34,013 New
AssetMark Inc
264
AssetMark Inc
California
$2K -$275 -4 -11%
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
HR
266
Howe & Rusling
New York
$2K +$619 +9 +60%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$2K +$2.2K +32 New
TWA
268
TCI Wealth Advisors
Arizona
$1K – – –
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1K +$206 +3 +12%
PFWA
270
Paces Ferry Wealth Advisors
Georgia
$1K +$894 +13 New
FHC
271
First Horizon Corporation
Tennessee
$1K +$1.17K +17 New
S
272
SignatureFD
Georgia
$1K +$1.17K +17 New
TPCW
273
TD Private Client Wealth
New York
$636 – – –
MSL
274
Mackay Shields LLC
New York
– -$4.09M -61,400 Closed
D.E. Shaw & Co
275
D.E. Shaw & Co
New York
– -$2.5M -37,552 Closed
8 9 10
11
12

EFOR Hedge Fund Activity: Q3 2020 in Review

273 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2020, worth a combined $3.16B — down 4% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EFOR positions and 16 closed out — a net gain of 28 holders — while 70 added to existing stakes and 113 trimmed.

The largest buyer was Boston Partners, adding an estimated $58.6M. The largest seller was BlackRock, cutting an estimated $22.4M.

  • 273 institutional investors held Everforth Inc (EFOR) as of Q3 2020, up from 248 in Q2 2020.
  • Funds reported $3.16B of Everforth Inc stock for Q3 2020, down 4% quarter-over-quarter.
  • 44 funds opened new Everforth Inc positions in Q3 2020 and 16 closed out, a net change of +28 holders.
  • The largest Everforth Inc buyer in Q3 2020 was Boston Partners, an estimated $58.6M added.
  • The largest Everforth Inc seller in Q3 2020 was BlackRock, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2020.