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EFOR

Everforth Inc

279 hedge funds and large institutions have $2.96B invested in Everforth Inc in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $7.28M

0.33% more ownership

Funds ownership: 92.66%92.99% (+0.33%)

4% less capital invested

Capital invested by funds: $3.07B → $2.96B (-$117M)

5% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 104

5% less funds holding

Funds holding: 295279 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

Holders
279
Holders Change
-16
Holders Change %
-5.42%
% of All Funds
6.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
99
Reduced
104
Closed
44
Calls
$7.49M
Puts
$7.28M
Net Calls
+$201K
Net Calls Change
-$643K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
Bayesian Capital Management
New York
-$267K -4,200 Closed
KeyBank National Association
302
KeyBank National Association
Ohio
-$238K -3,744 Closed
CG
303
Caprock Group
Idaho
-$224K -3,529 Closed
EMG
304
Ellington Management Group
Connecticut
-$203K -3,200 Closed
OWA
305
One Wealth Advisors
California
-$167K -2,632 Closed
OAM
306
Oppenheimer Asset Management
New York
-$166K -2,615 Closed
PHK
307
Point72 Hong Kong
Hong Kong
-$143K -2,252 Closed
PGA
308
Premia Global Advisors
Florida
-$43K -681 Closed
JIP
309
JBJ Investment Partners
South Carolina
-$17K -270 Closed
BCA
310
Berman Capital Advisors
Georgia
-$10.5K -175 -94%
AIL
311
AGF Investments LLC
Ontario, Canada
-$8K -124 Closed
AIM
312
Assured Investment Management
New York
-$8K -120 Closed
WCM
313
WealthBridge Capital Management
Ohio
-$5K -91 Closed
FIB
314
First Interstate Bank
Montana
-$6K -90 Closed
LFA
315
Legacy Financial Advisors
Kentucky
-$5K -74 Closed
SPL
316
Smart Portfolios LLC
Washington
-$4K -67 Closed
Walleye Trading
317
Walleye Trading
New York
-$4K -57 Closed
SWM
318
SeaCrest Wealth Management
New York
-$2K -34 Closed
FRA
319
Front Row Advisors
California
-$2K -29 Closed
RTC
320
Riverview Trust Company
Washington
-$2K -25 Closed
WAM
321
Wealthspire Advisors (Maryland)
Maryland
-$1K -20 Closed
AIA
322
Alera Investment Advisors
Illinois
-$1K -12 Closed

EFOR Hedge Fund Activity: Q2 2019 in Review

279 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2019, worth a combined $2.96B — down 3.8% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EFOR and 31 opened new positions — a net loss of 13 holders — while 104 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $37.6M. The largest seller was Redwood Investments, exiting entirely with an estimated $19.8M sold.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q2 2019, down from 295 in Q1 2019.
  • Funds reported $2.96B of Everforth Inc stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 31 funds opened new Everforth Inc positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest Everforth Inc buyer in Q2 2019 was Invesco, an estimated $37.6M added.
  • The largest Everforth Inc seller in Q2 2019 was Redwood Investments, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.