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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
Millennium Management
26
Millennium Management
New York
$33.5M +$6.55M +109,104 +25%
Charles Schwab
27
Charles Schwab
California
$32.6M +$136K +2,259 +0.4%
PCM
28
Peregrine Capital Management
Minnesota
$29.9M -$63.1K -1,051 -0.2%
IGM
29
Incline Global Management
New York
$27.5M +$27.2M +453,625 New
Bank of America
30
Bank of America
North Carolina
$26.4M -$7.2M -119,907 -22%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$22.1M +$9.58M +159,561 +78%
Marshall Wace
32
Marshall Wace
United Kingdom
$21.8M -$14.7M -245,074 -41%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$21.7M -$15.2M -252,430 -41%
HRCM
34
Hood River Capital Management
Florida
$18.3M +$662K +11,026 +4%
SFM
35
Systematic Financial Management
New Jersey
$18.2M -$67.3K -1,121 -0.4%
N
36
Nuveen
North Carolina
$18M +$17.8M +296,652 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$17.5M +$8.93M +148,708 +107%
Ameriprise
38
Ameriprise
Minnesota
$15.3M -$454K -7,562 -3%
Principal Financial Group
39
Principal Financial Group
Iowa
$14.3M -$15.7M -260,972 -53%
Deutsche Bank
40
Deutsche Bank
Germany
$13.8M -$464K -7,723 -3%
AAM
41
AMI Asset Management
California
$13.3M +$2.31M +38,486 +21%
Renaissance Technologies
42
Renaissance Technologies
New York
$13.2M +$60.1K +1,000 +0.5%
UBS AM
43
UBS AM
Illinois
$13M -$136K -2,265 -1%
Prudential Financial
44
Prudential Financial
New Jersey
$12.4M -$3.19M -53,127 -21%
JP Morgan Chase
45
JP Morgan Chase
New York
$11.5M +$4.08M +68,001 +53%
AllianceBernstein
46
AllianceBernstein
Tennessee
$11.4M -$24K -400 -0.2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$11.3M +$148K +2,471 +1%
NPPM
48
North Point Portfolio Managers
Ohio
$10.9M -$12.1K -202 -0.1%
MWNA
49
Marshall Wace North America
New York
$10.5M +$3.99M +66,496 +63%
EVM
50
Eaton Vance Management
Massachusetts
$10.3M

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.