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EFOR

Everforth Inc
EFOR

243 hedge funds and large institutions have $1.73B invested in Everforth Inc in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $921K

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

1.66% less ownership

Funds ownership: 93.49% → 91.83% (-1.7%)

9% less funds holding

Funds holding: 267 → 243 (-24)

34% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 61

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

56% less capital invested

Capital invested by funds: $3.91B → $1.73B (-$2.18B)

Holders
243
Holders Change
-24
Holders Change %
-8.99%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
86
Reduced
84
Closed
61
Calls
$2.48M
Puts
$921K
Net Calls
+$1.56M
Net Calls Change
-$2.06M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$113M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$25.4M
3
Truist Financial
Truist Financial
North Carolina
+$21.3M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$19.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$107M
2
Wells Fargo
Wells Fargo
California
-$28.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$25.5M
4
AIM
Artemis Investment Management
United Kingdom
-$23.8M
5
BlackRock
BlackRock
New York
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
76
UBS AM
Illinois
$2.04M -$10.7M -188,256 -77%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$1.97M +$2.02M +35,699 +177%
MIM
78
MetLife Investment Management
New Jersey
$1.87M – – –
MOACM
79
Mutual of America Capital Management
New York
$1.74M +$124K +2,197 +5%
CAM
80
ClariVest Asset Management
California
$1.69M +$6.06K +107 +0.2%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$1.67M +$85K +1,500 +3%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$1.65M – – –
TPSF
83
Texas Permanent School Fund
Texas
$1.59M +$501K +8,839 +24%
MAM
84
Martingale Asset Management
Massachusetts
$1.52M +$646K +11,407 +36%
CS
85
Credit Suisse
Switzerland
$1.51M -$339K -5,979 -12%
SIA
86
Sit Investment Associates
Minnesota
$1.51M – – –
MAP
87
Moody Aldrich Partners
Massachusetts
$1.51M +$38.3K +676 +2%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M +$12.6K +222 +0.5%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$1.44M – – –
SG Americas Securities
90
SG Americas Securities
New York
$1.42M +$1.62M +28,583 +246%
Comerica Bank
91
Comerica Bank
Texas
$1.37M +$248K +4,375 +14%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$1.27M -$2.1M -37,127 -51%
HWM
93
Hohimer Wealth Management
Washington
$1.26M +$1.71M +30,262 New
CCG
94
Chatham Capital Group
Georgia
$1.22M -$29.4K -519 -1%
Allianz Asset Management
95
Allianz Asset Management
Germany
$1.18M -$53.4K -943 -3%
FG
96
Formula Growth
Quebec, Canada
$1.17M – – –
ACM
97
Argent Capital Management
Missouri
$1.15M -$610K -10,765 -25%
VRS
98
Virginia Retirement Systems
Virginia
$1.13M +$142K +2,500 +8%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.13M +$279K +4,924 +18%
AIM
100
Aigen Investment Management
New York
$1.13M +$1.81M +31,875 New
2 3
4
5 6

EFOR Hedge Fund Activity: Q1 2020 in Review

243 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2020, worth a combined $1.73B — down 56% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of EFOR and 40 opened new positions — a net loss of 21 holders — while 84 trimmed existing stakes and 86 added.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Capital International Investors, cutting an estimated $107M.

  • 243 institutional investors held Everforth Inc (EFOR) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $1.73B of Everforth Inc stock for Q1 2020, down 56% quarter-over-quarter.
  • 40 funds opened new Everforth Inc positions in Q1 2020 and 61 closed out, a net change of -21 holders.
  • The largest Everforth Inc buyer in Q1 2020 was Fidelity Investments, an estimated $113M added.
  • The largest Everforth Inc seller in Q1 2020 was Capital International Investors, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2020.