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EFOR

Everforth Inc

267 hedge funds and large institutions have $3.06B invested in Everforth Inc in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $4.83M | Put options by funds: $2.23M

3% more capital invested

Capital invested by funds: $2.96B → $3.06B (+$98.7M)

0.54% less ownership

Funds ownership: 92.99%92.45% (-0.54%)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

4% less funds holding

Funds holding: 279267 (-12)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
5.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
92
Reduced
100
Closed
36
Calls
$4.83M
Puts
$2.23M
Net Calls
+$2.61M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$2.21M -$10.5M -170,186 -83%
Deutsche Bank
102
Deutsche Bank
Germany
$2.17M -$11.9M -193,258 -85%
FG
103
Formula Growth
Quebec, Canada
$2.08M +$618K +10,000 +43%
ASRS
104
Arizona State Retirement System
Arizona
$2.07M -$330K -5,352 -14%
ACM
105
AlphaCrest Capital Management
New York
$1.94M +$1.1M +17,889 +137%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$1.94M +$160K +2,593 +9%
GAM
107
Gotham Asset Management
New York
$1.92M +$1.4M +22,676 +286%
Comerica Bank
108
Comerica Bank
Texas
$1.92M -$25.2K -408 -1%
DIA
109
Dana Investment Advisors
Wisconsin
$1.9M -$18.8K -305 -1%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$1.89M -$4.07M -65,914 -69%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$1.88M -$5.99K -97 -0.3%
MSA
112
Mason Street Advisors
Wisconsin
$1.74M -$24.8K -401 -1%
MA
113
MUFG Americas
New York
$1.7M
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$1.64M -$24.2K -392 -1%
William Blair & Company
115
William Blair & Company
Illinois
$1.63M +$171K +2,762 +12%
GC
116
Globeflex Capital
California
$1.58M +$556 +9 +0%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.55M -$118K -1,916 -7%
MAM
118
Martingale Asset Management
Massachusetts
$1.49M +$1.46M +23,633 New
CSS
119
Cubist Systematic Strategies
Connecticut
$1.45M +$393K +6,360 +38%
ZIM
120
Zacks Investment Management
Illinois
$1.44M -$107K -1,730 -7%
ARTA
121
A.R.T. Advisors
New York
$1.41M +$939K +15,204 +209%
VRS
122
Virginia Retirement Systems
Virginia
$1.4M -$222K -3,600 -14%
MWNA
123
Marshall Wace North America
New York
$1.37M -$9.32M -150,972 -87%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$1.36M +$25.8K +418 +2%
AIC
125
Aurora Investment Counsel
Georgia
$1.32M +$247 +4 +0%

EFOR Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2019, worth a combined $3.06B — up 3.3% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EFOR and 25 opened new positions — a net loss of 11 holders — while 100 trimmed existing stakes and 92 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $28.7M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.5M sold.

  • 267 institutional investors held Everforth Inc (EFOR) as of Q3 2019, down from 279 in Q2 2019.
  • Funds reported $3.06B of Everforth Inc stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 25 funds opened new Everforth Inc positions in Q3 2019 and 36 closed out, a net change of -11 holders.
  • The largest Everforth Inc buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $28.7M added.
  • The largest Everforth Inc seller in Q3 2019 was Incline Global Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2019.