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EFOR

Everforth Inc
EFOR

300 hedge funds and large institutions have $3.88B invested in Everforth Inc in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 20

15% more funds holding

Funds holding: 261 → 300 (+39)

2% more capital invested

Capital invested by funds: $3.81B → $3.88B (+$70.6M)

0.07% more ownership

Funds ownership: 93.23% → 93.3% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

30% less call options, than puts

Call options by funds: $9.65M | Put options by funds: $13.9M

Holders
300
Holders Change
+39
Holders Change %
+14.94%
% of All Funds
6.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
62
Increased
92
Reduced
104
Closed
20
Calls
$9.65M
Puts
$13.9M
Net Calls
-$4.2M
Net Calls Change
+$1.61M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$274M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$52.8M
3
BlackRock
BlackRock
New York
+$42.9M
4
Morgan Stanley
Morgan Stanley
New York
+$30M
5
PFO
Pathstone Family Office
New Jersey
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$264M
2
Citadel Advisors
Citadel Advisors
Florida
-$64.1M
3
HAI
Hennessy Advisors Inc
California
-$41.8M
4
Goldman Sachs
Goldman Sachs
New York
-$29.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$3.02M +$3.16M +36,590 +2,160%
MAP
102
Moody Aldrich Partners
Massachusetts
$3.02M +$527K +6,101 +19%
TPCM
103
Three Peaks Capital Management
Colorado
$3M -$1.59M -18,433 -33%
OAM
104
Oxford Asset Management
United Kingdom
$2.98M +$2.16M +24,999 +198%
Citigroup
105
Citigroup
New York
$2.92M +$1.18M +13,622 +58%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$2.88M -$82.9K -960 -3%
Public Sector Pension Investment Board (PSP Investments)
107
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.87M +$398K +4,605 +15%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$2.69M +$38.6K +447 +1%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$2.66M +$2.44M +28,287 +526%
American Century Companies
110
American Century Companies
Missouri
$2.64M -$13.4M -155,177 -82%
TPSF
111
Texas Permanent School Fund
Texas
$2.6M +$104K +1,209 +4%
Credit Agricole
112
Credit Agricole
France
$2.58M – – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.58M -$441K -5,105 -14%
CCG
114
Chatham Capital Group
Georgia
$2.55M – – –
Man Group
115
Man Group
United Kingdom
$2.42M -$2.47M -28,601 -48%
DIA
116
Dana Investment Advisors
Wisconsin
$2.25M -$103K -1,196 -4%
ARTA
117
A.R.T. Advisors
New York
$2.21M +$2.42M +28,025 New
SCM
118
Snow Capital Management
Pennsylvania
$2.21M -$2.19M -25,373 -48%
IA
119
IndexIQ Advisors
New York
$2.19M +$90.5K +1,048 +4%
MA
120
MUFG Americas
New York
$2.13M -$259K -3,000 -10%
FDS
121
Freedom Day Solutions
Texas
$2.06M -$167K -1,930 -7%
FG
122
Formula Growth
Quebec, Canada
$2.06M – – –
Capital Fund Management (CFM)
123
Capital Fund Management (CFM)
France
$1.96M +$1.83M +21,200 +589%
SIA
124
Sit Investment Associates
Minnesota
$1.94M -$479K -5,550 -18%
CSS
125
Cubist Systematic Strategies
Connecticut
$1.89M +$2.07M +24,001 New
3 4
5
6 7

EFOR Hedge Fund Activity: Q3 2018 in Review

300 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2018, worth a combined $3.88B — up 1.9% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new EFOR positions and 20 closed out — a net gain of 42 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $274M. The largest seller was Capital World Investors, exiting entirely with an estimated $264M sold.

  • 300 institutional investors held Everforth Inc (EFOR) as of Q3 2018, up from 261 in Q2 2018.
  • Funds reported $3.88B of Everforth Inc stock for Q3 2018, up 1.9% quarter-over-quarter.
  • 62 funds opened new Everforth Inc positions in Q3 2018 and 20 closed out, a net change of +42 holders.
  • The largest Everforth Inc buyer in Q3 2018 was Capital International Investors, an estimated $274M added.
  • The largest Everforth Inc seller in Q3 2018 was Capital World Investors, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2018.