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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$58.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$48.3M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$13.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$6.92M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$22.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$13.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$7.81M |
| 5 |
BAMCO Inc
New York
|
-$7.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
SG Americas Securities
New York
| – | -$2.26M | -33,942 | Closed |
|
|
PI
277
PEAK6 Investments
Chicago,
Illinois
| – | -$986K | -14,331 | Closed |
|
|
SRAM
278
Stone Ridge Asset Management
New York
| – | -$790K | -11,849 | Closed |
|
|
TCM
279
Teza Capital Management
Chicago,
Illinois
| – | -$421K | -6,309 | Closed |
|
|
SCM
280
Silvant Capital Management
Atlanta,
Georgia
| – | -$312K | -4,676 | Closed |
|
|
FPC
281
Falcon Point Capital
San Francisco,
California
| – | -$229K | -3,441 | Closed |
|
|
FA
282
FDx Advisors
Chicago,
Illinois
| – | -$224K | -3,364 | Closed |
|
|
HW
283
Hancock Whitney
Gulfport,
Mississippi
| – | -$224K | -3,361 | Closed |
|
284
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$184K | -2,828 | Closed |
|
|
LIA
285
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$179K | -2,691 | Closed |
|
|
ICM
286
Islay Capital Management
Lubbock,
Texas
| – | -$146K | -2,183 | Closed |
|
|
PHK
287
Point72 Hong Kong
Hong Kong
| – | -$135K | -2,025 | Closed |
|
|
PAG
288
Private Advisor Group
Morristown,
New Jersey
| – | -$2K | -34 | Closed |
|
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.