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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
S
276
SignatureFD
Georgia
$9K +$5.15K +79 +94%
IA
277
IFP Advisors
Florida
$7K -$261 -4 -3%
CTC
278
Central Trust Company
Missouri
$7K
AIL
279
AGF Investments LLC
Ontario, Canada
$7K +$8.08K +124 New
SPL
280
Smart Portfolios LLC
Washington
$7K +$8.61K +132 New
GAM
281
Gemmer Asset Management
California
$5K
WCM
282
WealthBridge Capital Management
Ohio
$5K +$5.74K +88 New
MNBTD
283
Moody National Bank Trust Division
Texas
$5K +$5.93K +91 New
APA
284
American Portfolios Advisors
New York
$4.85K +$1.24K +19 +27%
JIR
285
James Investment Research
Ohio
$4K -$181K -2,770 -98%
ASN
286
Advisory Services Network
Georgia
$4K
EFSCE
287
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
CFGS
288
Concourse Financial Group Securities
Alabama
$3K -$456 -7 -9%
FRA
289
Front Row Advisors
California
$3K
RCAG
290
Rehmann Capital Advisory Group
Michigan
$2.94K
SWM
291
SeaCrest Wealth Management
New York
$2K -$18.1K -278 -89%
WAM
292
Wealthspire Advisors (Maryland)
Maryland
$2K -$6.91K -106 -75%
QCG
293
Quadrant Capital Group
Ohio
$2K
IAS
294
IMA Advisory Services
Colorado
$1K
TWA
295
TCI Wealth Advisors
Arizona
$1K
SFSIG
296
San Francisco Sentry Investment Group
California
$1K +$652 +10 New
AIA
297
Alera Investment Advisors
Illinois
$1K +$782 +12 New
BCA
298
Berman Capital Advisors
Georgia
$1K +$1.43K +22 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$545
AAMU
300
Amundi Asset Management US
Massachusetts
$272 +$326K +5,000 New

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.