We are live on ! Find out more
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
CI
326
Cigna Investments
Connecticut
-$322K -4,794 Closed
RJA
327
Raymond James & Associates
Florida
-$349K -4,427 Closed
OWA
328
One Wealth Advisors
California
-$339K -4,298 Closed
P
329
Pitcairn
Pennsylvania
-$327K -4,145 Closed
LPL Financial
330
LPL Financial
California
-$323K -4,097 Closed
N
331
Natixis
France
-$294K -3,723 Closed
KeyBank National Association
332
KeyBank National Association
Ohio
-$291K -3,687 Closed
ACI
333
AMP Capital Investors
Australia
-$274K -3,500 Closed
ECM
334
Everence Capital Management
Indiana
-$267K -3,380 Closed
LCM
335
Laurion Capital Management
New York
-$263K -3,335 Closed
FAB
336
First American Bank
Illinois
-$258K -3,266 Closed
Nomura Holdings
337
Nomura Holdings
Japan
-$241K -3,113 Closed
BRWA
338
B. Riley Wealth Advisors
Florida
-$240K -3,024 Closed
TAM
339
Tocqueville Asset Management
New York
-$218K -2,762 Closed
II
340
Ibex Investors
Colorado
-$205K -2,595 Closed
SB
341
Suntrust Banks
Georgia
-$204K -2,590 Closed
MYIA
342
Mount Yale Investment Advisors
Colorado
-$151K -2,126 Closed
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
-$120K -1,516 Closed
SWA
344
Sutton Wealth Advisors
Florida
-$55.7K -706 Closed
HFM
345
Harvest Fund Management
China
-$49K -623 Closed
Parallax Volatility Advisers
346
Parallax Volatility Advisers
California
-$31K -396 Closed
SWP
347
Stratos Wealth Partners
Ohio
-$22K -285 Closed
AW
348
Alpha Windward
Massachusetts
-$15K -189 Closed
SPIA
349
Steward Partners Investment Advisory
New York
-$13K -162 Closed
PG
350
Patten Group
Tennessee
-$10K -126 Closed

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.