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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.3M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$21.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.6M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$13.8M |
| 5 |
BlackRock
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$52.9M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$31.7M |
| 3 |
Millennium Management
New York
|
-$18.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$10.9M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Credit Agricole
Montrouge Cedex,
France
| – | -$440K | -7,000 | Closed |
|
|
DTL
277
Dynamic Technology Lab
Singapore
| – | -$408K | -6,492 | Closed |
|
|
VF
278
Virtu Financial
New York
| – | -$346K | -5,505 | Closed |
|
279
Jane Street
New York
| – | -$319K | -5,081 | Closed |
|
|
HF
280
HRT Financial
New York
| – | -$301K | -4,795 | Closed |
|
|
BAM
281
Blueshift Asset Management
Red Bank,
New Jersey
| – | -$298K | -4,735 | Closed |
|
|
QT
282
Quantbot Technologies
New York
| – | -$95K | -1,524 | Closed |
|
|
TSW
283
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$44K | -700 | Closed |
|
284
Bessemer Group
Woodbridge,
New Jersey
| – | -$39.6K | -607 | -99% |
|
|
PA
285
Parallel Advisors
San Francisco,
California
| – | -$4K | -57 | Closed |
|
|
GWAG
286
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$2.01K | -32 | Closed |
|
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.