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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
Charles Schwab
26
Charles Schwab
California
$26.7M -$283K -4,348 -0.9%
Millennium Management
27
Millennium Management
New York
$24.3M +$20.1M +308,035 +223%
Morgan Stanley
28
Morgan Stanley
New York
$19.7M -$10.7M -163,977 -31%
ACB
29
Aristotle Capital Boston
Massachusetts
$19M +$3.42M +52,409 +18%
DGHMC
30
Dalton, Greiner, Hartman, Maher & Co
New York
$18.2M +$2.3M +35,211 +12%
Ameriprise
31
Ameriprise
Minnesota
$18.2M -$11.6M -178,348 -35%
Renaissance Technologies
32
Renaissance Technologies
New York
$18.1M +$16.5M +252,900 +319%
Deutsche Bank
33
Deutsche Bank
Germany
$17.9M +$3.63M +55,701 +20%
RI
34
Redwood Investments
Massachusetts
$17.1M +$5.9M +90,541 +41%
HRCM
35
Hood River Capital Management
Florida
$16.5M +$271K +4,154 +1%
Invesco
36
Invesco
Georgia
$15.9M -$7M -107,322 -27%
RHJA
37
Rice Hall James & Associates
California
$14.2M +$318K +4,872 +2%
Stifel Financial
38
Stifel Financial
Missouri
$13M +$4.22M +64,731 +37%
PFO
39
Pathstone Family Office
New Jersey
$13M +$951K +14,592 +7%
SFM
40
Systematic Financial Management
New Jersey
$12.9M +$2.67M +41,021 +21%
ORI
41
Oak Ridge Investments
Illinois
$12.3M -$1.12M -17,166 -7%
Citadel Advisors
42
Citadel Advisors
Florida
$12.2M +$9.91M +152,034 +210%
UBS AM
43
UBS AM
Illinois
$11.6M +$2.77M +42,422 +25%
AllianceBernstein
44
AllianceBernstein
Tennessee
$10.3M +$4.02M +61,692 +49%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$9.89M +$2.56M +39,244 +28%
NPPM
46
North Point Portfolio Managers
Ohio
$9.59M -$924K -14,179 -7%
KCM
47
Kennedy Capital Management
Missouri
$9.57M +$35.5K +544 +0.3%
SEI Investments
48
SEI Investments
Pennsylvania
$9.48M +$18K +276 +0.2%
PPA
49
Parametric Portfolio Associates
Washington
$9.43M -$1.71M -26,164 -13%
EVM
50
Eaton Vance Management
Massachusetts
$9.28M -$9.13K -140 -0.1%

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.