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EFOR

Everforth Inc

302 hedge funds and large institutions have $2.57B invested in Everforth Inc in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 89 increasing their positions, 112 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

911% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $245K

7% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 57

1% more funds holding

Funds holding: 300302 (+2)

2.49% less ownership

Funds ownership: 93.3%90.81% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 112

34% less capital invested

Capital invested by funds: $3.88B → $2.57B (-$1.32B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
302
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
61
Increased
89
Reduced
112
Closed
57
Calls
$2.48M
Puts
$245K
Net Calls
+$2.23M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$2.19M -$178K -2,732 -6%
SEC
102
Seven Eight Capital
New York
$2.17M +$1.14M +17,500 +79%
Comerica Bank
103
Comerica Bank
Texas
$2.16M -$1.07M -16,429 -32%
HighTower Advisors
104
HighTower Advisors
Illinois
$2.15M +$20.2K +310 +0.8%
Victory Capital Management
105
Victory Capital Management
Texas
$2.06M -$30.1K -461 -1%
ASRS
106
Arizona State Retirement System
Arizona
$2.05M -$2.5M -38,279 -50%
Prudential Financial
107
Prudential Financial
New Jersey
$2.02M -$3.77M -57,825 -61%
3C
108
361 Capital
Colorado
$1.99M +$2.38M +36,484 New
RA
109
Royce & Associates
New York
$1.96M -$5.91M -90,700 -72%
CCG
110
Chatham Capital Group
Georgia
$1.95M +$224K +3,432 +11%
MAP
111
Moody Aldrich Partners
Massachusetts
$1.94M -$179K -2,750 -7%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$1.92M -$80.2K -1,231 -3%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$1.88M -$349K -5,349 -13%
TPSF
114
Texas Permanent School Fund
Texas
$1.87M +$91.3K +1,400 +4%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$1.85M +$2.22M +34,040 New
Canada Pension Plan Investment Board
116
Canada Pension Plan Investment Board
Ontario, Canada
$1.77M +$2.12M +32,500 New
FG
117
Formula Growth
Quebec, Canada
$1.69M +$326K +5,000 +19%
Federated Hermes
118
Federated Hermes
Pennsylvania
$1.66M -$4.78M -73,344 -71%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$1.65M +$912K +13,985 +86%
Canada Life
120
Canada Life
Manitoba, Canada
$1.64M -$2.15M -32,982 -50%
DIA
121
Dana Investment Advisors
Wisconsin
$1.6M +$58K +889 +3%
GAM
122
Gotham Asset Management
New York
$1.57M +$1.88M +28,805 New
VRS
123
Virginia Retirement Systems
Virginia
$1.56M +$1.28M +19,600 +215%
Man Group
124
Man Group
United Kingdom
$1.54M -$158K -2,417 -8%
Credit Agricole
125
Credit Agricole
France
$1.53M -$303K -4,654 -14%

EFOR Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2018, worth a combined $2.57B — down 34% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EFOR positions and 57 closed out — a net gain of 4 holders — while 89 added to existing stakes and 112 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $33.5M. The largest seller was BlackRock, cutting an estimated $98.7M.

  • 302 institutional investors held Everforth Inc (EFOR) as of Q4 2018, up from 300 in Q3 2018.
  • Funds reported $2.57B of Everforth Inc stock for Q4 2018, down 34% quarter-over-quarter.
  • 61 funds opened new Everforth Inc positions in Q4 2018 and 57 closed out, a net change of +4 holders.
  • The largest Everforth Inc buyer in Q4 2018 was Marshall Wace, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q4 2018 was BlackRock, an estimated $98.7M sold.

Based on aggregated 13F filings for Q4 2018.