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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
MAM
101
Martingale Asset Management
Massachusetts
$2.05M -$433K -6,298 -16%
Arrowstreet Capital
102
Arrowstreet Capital
Massachusetts
$2.03M +$2.2M +32,000 New
HWM
103
Hohimer Wealth Management
Washington
$1.92M +$22K +320 +1%
ACM
104
Argent Capital Management
Missouri
$1.86M +$18.2K +265 +0.9%
MSA
105
Mason Street Advisors
Wisconsin
$1.79M -$46.2K -671 -2%
P8IP
106
Pier 88 Investment Partners
California
$1.76M +$694K +10,090 +57%
Federated Hermes
107
Federated Hermes
Pennsylvania
$1.73M -$279K -4,056 -13%
MA
108
MUFG Americas
New York
$1.72M – – –
CSS
109
Cubist Systematic Strategies
Connecticut
$1.7M +$1.23M +17,828 +199%
DA
110
Duality Advisers
Florida
$1.7M -$234K -3,408 -11%
Assenagon Asset Management
111
Assenagon Asset Management
Luxembourg
$1.7M +$1.83M +26,668 New
RA
112
Royce & Associates
New York
$1.65M +$550K +8,000 +44%
APG Asset Management
113
APG Asset Management
Netherlands
$1.63M +$2.07M +30,149 New
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$1.59M +$58.5K +850 +4%
Barclays
115
Barclays
United Kingdom
$1.58M -$447K -6,495 -21%
EIM
116
Essex Investment Management
Massachusetts
$1.55M -$17.2K -250 -1%
VRS
117
Virginia Retirement Systems
Virginia
$1.52M -$337K -4,900 -17%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$1.48M -$93K -1,352 -6%
First Trust Advisors
119
First Trust Advisors
Illinois
$1.31M -$1.59M -23,072 -53%
AG
120
Aperio Group
California
$1.29M -$7.5K -109 -0.5%
CF
121
CNA Financial
Illinois
$1.27M – – –
AIP
122
Ameritas Investment Partners
Nebraska
$1.23M -$6.12K -89 -0.5%
NMIMC
123
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M – – –
SOMRS
124
State of Michigan Retirement System
Michigan
$1.22M – – –
CCPM
125
Cooper Creek Partners Management
New York
$1.18M – – –
3 4
5
6 7

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.