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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
Retirement Systems of Alabama
51
Retirement Systems of Alabama
Alabama
$9.85M +$333K +5,399 +4%
TCM
52
Tygh Capital Management
Oregon
$9.5M -$16.2K -263 -0.2%
PPA
53
Parametric Portfolio Associates
Washington
$9.05M +$788K +12,763 +10%
JP Morgan Chase
54
JP Morgan Chase
New York
$8.69M -$3.56M -57,594 -29%
AIG
55
American International Group
New York
$8.35M -$118K -1,907 -1%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$8.26M +$2.21M +35,839 +37%
Legal & General Group
57
Legal & General Group
United Kingdom
$8.11M +$295K +4,772 +4%
RP
58
Reinhart Partners
Wisconsin
$7.32M -$24.7K -400 -0.3%
Squarepoint
59
Squarepoint
New York
$7.31M +$6.1M +98,775 +566%
BPIM
60
Brant Point Investment Management
New York
$7.13M
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.67M -$482K -7,813 -7%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$6.29M -$468K -7,580 -7%
Swiss National Bank
63
Swiss National Bank
Switzerland
$6.25M +$111K +1,800 +2%
MFIMFI
64
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.08M +$5.97M +96,724 New
UBS Group
65
UBS Group
Switzerland
$5.69M +$1.52M +24,675 +37%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$5.03M
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$5.01M +$58.8K +952 +1%
CAM
68
ClariVest Asset Management
California
$4.99M -$61.8K -1,000 -1%
LG
69
Leuthold Group
Minnesota
$4.57M -$242K -3,911 -5%
CIP
70
Chartwell Investment Partners
Pennsylvania
$4.41M
LWIC
71
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.39M +$98.2K +1,590 +2%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$4.38M -$128K -2,070 -3%
EIM
73
Essex Investment Management
Massachusetts
$4.1M -$719K -11,636 -15%
Victory Capital Management
74
Victory Capital Management
Texas
$3.76M +$3.58M +58,039 +3,330%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$3.69M +$3.62M +58,700 New

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.