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EFOR

Everforth Inc

267 hedge funds and large institutions have $3.06B invested in Everforth Inc in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $4.83M | Put options by funds: $2.23M

3% more capital invested

Capital invested by funds: $2.96B → $3.06B (+$98.7M)

0.54% less ownership

Funds ownership: 92.99%92.45% (-0.54%)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

4% less funds holding

Funds holding: 279267 (-12)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
5.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
92
Reduced
100
Closed
36
Calls
$4.83M
Puts
$2.23M
Net Calls
+$2.61M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$35.2M -$1.02M -16,472 -3%
PCM
27
Peregrine Capital Management
Minnesota
$32.1M +$1.06M +17,228 +3%
Millennium Management
28
Millennium Management
New York
$31.9M -$2.82M -45,626 -8%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$27.6M -$11.9M -192,425 -31%
Bank of America
30
Bank of America
North Carolina
$24M -$3.4M -55,120 -13%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$22.9M -$36.4K -590 -0.2%
SFM
32
Systematic Financial Management
New Jersey
$19.3M +$338K +5,466 +2%
N
33
Nuveen
North Carolina
$17.3M -$1.36M -22,101 -7%
American Century Companies
34
American Century Companies
Missouri
$17M +$6.67M +107,975 +66%
UBS AM
35
UBS AM
Illinois
$15.3M +$1.77M +28,700 +13%
Ameriprise
36
Ameriprise
Minnesota
$14.7M -$1.15M -18,543 -7%
Principal Financial Group
37
Principal Financial Group
Iowa
$14.5M -$300K -4,858 -2%
EVM
38
Eaton Vance Management
Massachusetts
$14.3M +$3.58M +57,914 +34%
Man Group
39
Man Group
United Kingdom
$12.8M +$9.31M +150,835 +287%
FWIA
40
Fort Washington Investment Advisors
Ohio
$12.7M +$4.69M +76,000 +61%
AIM
41
Artemis Investment Management
United Kingdom
$12.1M +$6.42M +103,941 +112%
AllianceBernstein
42
AllianceBernstein
Tennessee
$11.8M -$29.9K -485 -0.3%
AAM
43
AMI Asset Management
California
$11.7M -$1.98M -32,098 -15%
Stifel Financial
44
Stifel Financial
Missouri
$11.7M +$1.7M +27,522 +17%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$11.5M -$165K -2,672 -1%
NPPM
46
North Point Portfolio Managers
Ohio
$11.2M -$55.8K -903 -0.5%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$11.1M -$11.2M -182,038 -51%
SEI Investments
48
SEI Investments
Pennsylvania
$10.7M +$562K +9,103 +6%
KCM
49
Kennedy Capital Management
Missouri
$10.4M -$7.22K -117 -0.1%
Marshall Wace
50
Marshall Wace
United Kingdom
$10.3M -$12.1M -195,317 -54%

EFOR Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2019, worth a combined $3.06B — up 3.3% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EFOR and 25 opened new positions — a net loss of 11 holders — while 100 trimmed existing stakes and 92 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $28.7M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.5M sold.

  • 267 institutional investors held Everforth Inc (EFOR) as of Q3 2019, down from 279 in Q2 2019.
  • Funds reported $3.06B of Everforth Inc stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 25 funds opened new Everforth Inc positions in Q3 2019 and 36 closed out, a net change of -11 holders.
  • The largest Everforth Inc buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $28.7M added.
  • The largest Everforth Inc seller in Q3 2019 was Incline Global Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2019.