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EFOR

Everforth Inc
EFOR

273 hedge funds and large institutions have $3.16B invested in Everforth Inc in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $615K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

10% more funds holding

Funds holding: 248 → 273 (+25)

0.64% more ownership

Funds ownership: 94.04% → 94.69% (+0.64%)

4% less capital invested

Capital invested by funds: $3.29B → $3.16B (-$132M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

38% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 113

Holders
273
Holders Change
+25
Holders Change %
+10.08%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
44
Increased
70
Reduced
113
Closed
16
Calls
$3.56M
Puts
$615K
Net Calls
+$2.94M
Net Calls Change
+$2.54M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$58.6M
2
Invesco
Invesco
Georgia
+$48.3M
3
PFO
Pathstone Family Office
New Jersey
+$13.6M
4
Prudential Financial
Prudential Financial
New Jersey
+$6.92M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$22.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$14.6M
3
Wells Fargo
Wells Fargo
California
-$13.2M
4
Norges Bank
Norges Bank
Norway
-$7.81M
5
BAMCO Inc
BAMCO Inc
New York
-$7.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CEI
76
Clark Estates Inc
New York
$3.76M – – –
Deutsche Bank
77
Deutsche Bank
Germany
$3.63M +$105K +1,530 +3%
MIM
78
MetLife Investment Management
New Jersey
$3.26M -$165K -2,396 -4%
MAP
79
Moody Aldrich Partners
Massachusetts
$3.26M +$85.2K +1,238 +2%
KOCAA
80
Knights of Columbus Asset Advisors
Connecticut
$3.13M +$69.2K +1,005 +2%
MOACM
81
Mutual of America Capital Management
New York
$3.13M -$39.1K -568 -1%
TPSF
82
Texas Permanent School Fund
Texas
$3.12M +$521K +7,565 +18%
SBH
83
Segall Bryant & Hamill
Illinois
$3.1M +$2.44M +35,431 +264%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$3.01M – – –
CS
85
Credit Suisse
Switzerland
$2.99M -$281K -4,089 -8%
RJA
86
Raymond James & Associates
Florida
$2.9M +$826K +11,999 +36%
PAM
87
Panagora Asset Management
Massachusetts
$2.89M -$87.8K -1,276 -3%
UBS Group
88
UBS Group
Switzerland
$2.88M -$203K -2,950 -6%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$2.78M -$8.67K -126 -0.3%
CAM
90
ClariVest Asset Management
California
$2.72M -$131K -1,904 -4%
SIA
91
Sit Investment Associates
Minnesota
$2.72M – – –
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$2.58M – – –
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$2.5M +$208K +3,024 +8%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$2.46M -$133K -1,938 -5%
Comerica Bank
95
Comerica Bank
Texas
$2.43M -$102K -1,478 -4%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$2.42M -$350K -5,084 -13%
Canada Life
97
Canada Life
Manitoba, Canada
$2.3M +$691K +10,038 +38%
FG
98
Formula Growth
Quebec, Canada
$2.23M – – –
CCG
99
Chatham Capital Group
Georgia
$2.21M -$5.71K -83 -0.2%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$2.16M -$8.81K -128 -0.4%
2 3
4
5 6

EFOR Hedge Fund Activity: Q3 2020 in Review

273 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2020, worth a combined $3.16B — down 4% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EFOR positions and 16 closed out — a net gain of 28 holders — while 70 added to existing stakes and 113 trimmed.

The largest buyer was Boston Partners, adding an estimated $58.6M. The largest seller was BlackRock, cutting an estimated $22.4M.

  • 273 institutional investors held Everforth Inc (EFOR) as of Q3 2020, up from 248 in Q2 2020.
  • Funds reported $3.16B of Everforth Inc stock for Q3 2020, down 4% quarter-over-quarter.
  • 44 funds opened new Everforth Inc positions in Q3 2020 and 16 closed out, a net change of +28 holders.
  • The largest Everforth Inc buyer in Q3 2020 was Boston Partners, an estimated $58.6M added.
  • The largest Everforth Inc seller in Q3 2020 was BlackRock, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2020.