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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
KCM
51
Kennedy Capital Management
Missouri
$10M +$1.71M +28,527 +21%
American Century Companies
52
American Century Companies
Missouri
$9.89M -$281K -4,685 -3%
SEI Investments
53
SEI Investments
Pennsylvania
$9.75M +$1.27M +21,172 +15%
Stifel Financial
54
Stifel Financial
Missouri
$9.57M -$4.92M -81,918 -34%
SSA
55
Schonfeld Strategic Advisors
New York
$9.2M +$8.87M +147,600 +3,514%
TCM
56
Tygh Capital Management
Oregon
$9.18M +$856K +14,257 +10%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$9.17M +$236K +3,928 +3%
AIG
58
American International Group
New York
$8.17M -$100K -1,666 -1%
PPA
59
Parametric Portfolio Associates
Washington
$7.95M -$2.2M -36,659 -22%
FWIA
60
Fort Washington Investment Advisors
Ohio
$7.61M +$7.54M +125,540 New
Legal & General Group
61
Legal & General Group
United Kingdom
$7.53M +$3.18M +52,962 +74%
RP
62
Reinhart Partners
Wisconsin
$7.08M +$7.02M +116,865 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.05M -$67K -1,116 -0.9%
BPIM
64
Brant Point Investment Management
New York
$6.88M +$928K +15,454 +16%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$6.52M +$53K +882 +0.8%
WAM
66
Wolverine Asset Management
Illinois
$6.06M +$6.01M +100,000 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$5.92M +$120K +2,000 +2%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$5.81M +$55.1K +918 +1%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$5.79M -$1.28M -21,354 -18%
AIM
70
Artemis Investment Management
United Kingdom
$5.48M +$5.59M +93,106 New
MOACM
71
Mutual of America Capital Management
New York
$5.31M -$1.11M -18,460 -17%
CAM
72
ClariVest Asset Management
California
$4.87M -$48.1K -800 -1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$4.85M
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$4.77M +$58.9K +980 +1%
EIM
75
Essex Investment Management
Massachusetts
$4.66M +$359K +5,974 +8%

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.