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EFOR

Everforth Inc

279 hedge funds and large institutions have $2.96B invested in Everforth Inc in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $7.28M

0.33% more ownership

Funds ownership: 92.66%92.99% (+0.33%)

4% less capital invested

Capital invested by funds: $3.07B → $2.96B (-$117M)

5% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 104

5% less funds holding

Funds holding: 295279 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

Holders
279
Holders Change
-16
Holders Change %
-5.42%
% of All Funds
6.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
99
Reduced
104
Closed
44
Calls
$7.49M
Puts
$7.28M
Net Calls
+$201K
Net Calls Change
-$643K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
101
Rathbones Group
United Kingdom
$1.86M +$1.85M +30,749 New
DIA
102
Dana Investment Advisors
Wisconsin
$1.85M +$173K +2,876 +10%
AAMU
103
Amundi Asset Management US
Massachusetts
$1.85M +$1.18M +19,592 +179%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$1.82M +$2.46K +41 +0.1%
PM
105
Prosight Management
Texas
$1.82M -$4.75M -79,116 -73%
Comerica Bank
106
Comerica Bank
Texas
$1.81M -$217K -3,609 -10%
SIA
107
Sit Investment Associates
Minnesota
$1.77M +$282K +4,700 +19%
SG Americas Securities
108
SG Americas Securities
New York
$1.73M +$306K +5,087 +22%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$1.72M -$363K -6,050 -18%
MSA
110
Mason Street Advisors
Wisconsin
$1.71M +$8.59K +143 +0.5%
Federated Hermes
111
Federated Hermes
Pennsylvania
$1.64M -$81.8K -1,361 -5%
MA
112
MUFG Americas
New York
$1.64M
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.61M +$1.6M +26,587 New
PVAM
114
Pacific View Asset Management
California
$1.61M -$225K -3,750 -12%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$1.6M -$498K -8,283 -24%
VRS
116
Virginia Retirement Systems
Virginia
$1.57M -$168K -2,800 -10%
GC
117
Globeflex Capital
California
$1.53M -$1.08K -18 -0.1%
ZIM
118
Zacks Investment Management
Illinois
$1.5M -$143K -2,384 -9%
William Blair & Company
119
William Blair & Company
Illinois
$1.4M +$228K +3,790 +20%
FG
120
Formula Growth
Quebec, Canada
$1.4M -$481K -8,000 -26%
First Trust Advisors
121
First Trust Advisors
Illinois
$1.35M -$90K -1,499 -6%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$1.34M +$175K +2,914 +15%
AIC
123
Aurora Investment Counsel
Georgia
$1.32M +$60.2K +1,002 +5%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$1.3M -$99.4K -1,655 -7%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$1.29M +$18.1K +301 +1%

EFOR Hedge Fund Activity: Q2 2019 in Review

279 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2019, worth a combined $2.96B — down 3.8% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EFOR and 31 opened new positions — a net loss of 13 holders — while 104 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $37.6M. The largest seller was Redwood Investments, exiting entirely with an estimated $19.8M sold.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q2 2019, down from 295 in Q1 2019.
  • Funds reported $2.96B of Everforth Inc stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 31 funds opened new Everforth Inc positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest Everforth Inc buyer in Q2 2019 was Invesco, an estimated $37.6M added.
  • The largest Everforth Inc seller in Q2 2019 was Redwood Investments, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.