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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
CAM
76
Congress Asset Management
Massachusetts
$3.65M +$138K +2,227 +4%
Morgan Stanley
77
Morgan Stanley
New York
$3.62M +$1.56M +25,320 +78%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$3.44M +$105K +1,700 +3%
MIM
79
MetLife Investment Management
New Jersey
$3.35M -$31.7K -514 -1%
MOACM
80
Mutual of America Capital Management
New York
$2.96M -$2.5M -40,554 -46%
CS
81
Credit Suisse
Switzerland
$2.93M -$36.8K -596 -1%
HighTower Advisors
82
HighTower Advisors
Illinois
$2.81M -$12.7K -205 -0.5%
AAMU
83
Amundi Asset Management US
Massachusetts
$2.75M +$811K +13,126 +43%
ACM
84
Argent Capital Management
Missouri
$2.71M +$1.65M +26,735 +163%
FPC
85
Falcon Point Capital
California
$2.69M +$131K +2,127 +5%
SIA
86
Sit Investment Associates
Minnesota
$2.69M +$835K +13,525 +46%
MAP
87
Moody Aldrich Partners
Massachusetts
$2.67M -$31.7K -513 -1%
RG
88
Rathbones Group
United Kingdom
$2.61M +$664K +10,759 +35%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$2.56M -$514K -8,323 -17%
CAM
90
Crown Advisors Management
California
$2.51M +$2.47M +40,000 New
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$2.5M +$97.1K +1,572 +4%
Allianz Asset Management
92
Allianz Asset Management
Germany
$2.44M +$87.6K +1,418 +4%
OAM
93
Oxford Asset Management
United Kingdom
$2.39M +$1.76M +28,436 +296%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$2.38M +$1.61M +26,115 +222%
Arrowstreet Capital
95
Arrowstreet Capital
Massachusetts
$2.34M -$1.33M -21,492 -37%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$2.34M +$207K +3,360 +10%
TPSF
97
Texas Permanent School Fund
Texas
$2.26M +$10.6K +172 +0.5%
First Trust Advisors
98
First Trust Advisors
Illinois
$2.23M +$814K +13,180 +59%
CCG
99
Chatham Capital Group
Georgia
$2.23M -$24.1K -390 -1%
Barclays
100
Barclays
United Kingdom
$2.22M -$205K -3,313 -9%

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.