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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$4.33M +$117K +1,792 +2%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$4.26M -$1.81M -27,771 -26%
BIM
78
Bogle Investment Management
Massachusetts
$4.25M +$5.09M +78,032 New
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$4.23M -$312K -4,790 -6%
Acadian Asset Management
80
Acadian Asset Management
Massachusetts
$4.13M -$12M -184,569 -71%
AIS
81
AlphaOne Investment Services
Pennsylvania
$3.67M -$156K -2,399 -3%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$3.66M -$155K -2,374 -3%
UBS Group
83
UBS Group
Switzerland
$3.49M -$116K -1,779 -3%
Legal & General Group
84
Legal & General Group
United Kingdom
$3.24M -$4.43M -67,912 -53%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$2.98M +$3.57M +54,731 New
MIM
86
MetLife Investment Management
New Jersey
$2.97M +$2.08M +31,927 +142%
AI
87
Axiom Investors
Connecticut
$2.97M -$1.44M -22,025 -29%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$2.93M -$1.81M -27,703 -34%
EGM
89
Engineers Gate Manager
New York
$2.93M +$3.51M +53,804 New
TI
90
Trexquant Investment
Connecticut
$2.81M +$2.44M +37,433 +265%
LGP
91
Leonard Green & Partners
California
$2.73M +$3.26M +50,000 New
Two Sigma Investments
92
Two Sigma Investments
New York
$2.72M +$3.25M +49,858 New
LWIC
93
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.63M +$578K +8,860 +23%
AIM
94
Assured Investment Management
New York
$2.61M +$2.75M +42,204 +744%
AQR Capital Management
95
AQR Capital Management
Connecticut
$2.44M -$421K -6,464 -13%
CAM
96
Congress Asset Management
Massachusetts
$2.43M -$238K -3,646 -8%
CS
97
Credit Suisse
Switzerland
$2.38M -$45K -691 -2%
First Trust Advisors
98
First Trust Advisors
Illinois
$2.33M -$411K -6,311 -13%
FPC
99
Falcon Point Capital
California
$2.24M -$2.32M -35,570 -46%
ARTA
100
A.R.T. Advisors
New York
$2.19M +$795K +12,200 +44%

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.