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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
LG
76
Leuthold Group
Minnesota
$4.64M -$350K -5,823 -7%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$4.34M -$96.3K -1,603 -2%
CIP
78
Chartwell Investment Partners
Pennsylvania
$4.26M -$5.46M -90,860 -56%
LWIC
79
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.14M +$141K +2,340 +4%
UBS Group
80
UBS Group
Switzerland
$3.99M +$1.03M +17,146 +35%
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$3.56M -$1.79M -29,800 -34%
CAM
82
Congress Asset Management
Massachusetts
$3.39M +$161K +2,677 +5%
MIM
83
MetLife Investment Management
New Jersey
$3.26M -$44.6K -743 -1%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$3.21M -$1.24M -20,612 -28%
Man Group
85
Man Group
United Kingdom
$3.19M +$2.63M +43,773 +496%
Tudor Investment Corp
86
Tudor Investment Corp
Connecticut
$2.98M +$2.44M +40,632 +474%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$2.98M +$1.03M +17,103 +53%
CS
88
Credit Suisse
Switzerland
$2.86M -$568K -9,456 -17%
HighTower Advisors
89
HighTower Advisors
Illinois
$2.73M +$48.8K +813 +2%
MAP
90
Moody Aldrich Partners
Massachusetts
$2.6M +$69.5K +1,157 +3%
FPC
91
Falcon Point Capital
California
$2.44M +$51.2K +853 +2%
Barclays
92
Barclays
United Kingdom
$2.34M +$1.27M +21,130 +121%
ASRS
93
Arizona State Retirement System
Arizona
$2.32M +$30.8K +512 +1%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$2.31M -$22.6K -377 -1%
Allianz Asset Management
95
Allianz Asset Management
Germany
$2.26M -$339K -5,645 -13%
TPSF
96
Texas Permanent School Fund
Texas
$2.17M +$4.93K +82 +0.2%
CCG
97
Chatham Capital Group
Georgia
$2.17M -$13.6K -227 -0.6%
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$2.05M -$101K -1,680 -5%
Morgan Stanley
99
Morgan Stanley
New York
$1.96M -$376K -6,263 -16%
Canada Life
100
Canada Life
Manitoba, Canada
$1.91M -$41.5K -691 -2%

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.