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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
SDIC
126
South Dakota Investment Council
South Dakota
$1.31M +$437K +7,070 +51%
WCM Investment Management
127
WCM Investment Management
California
$1.3M -$1.24K -20 -0.1%
Federated Hermes
128
Federated Hermes
Pennsylvania
$1.29M -$400K -6,476 -24%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$1.26M +$1.24M +20,000 New
CCM
130
Community Capital Management
Florida
$1.24M +$200K +3,236 +20%
Pacer Advisors
131
Pacer Advisors
Pennsylvania
$1.23M -$93.7K -1,518 -7%
OTPPB
132
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.22M +$1.2M +19,431 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$1.22M -$127K -2,053 -10%
AIP
134
Ameritas Investment Partners
Nebraska
$1.21M -$33.8K -548 -3%
ERSOT
135
Employees Retirement System of Texas
Texas
$1.2M +$127K +2,062 +12%
P8IP
136
Pier 88 Investment Partners
California
$1.15M
FIM
137
Frontier Investment Management
Texas
$1.13M
SRAM
138
Stone Ridge Asset Management
New York
$1.1M +$12.3K +200 +1%
BC
139
Brinker Capital
Pennsylvania
$1.07M +$81.3K +1,317 +8%
CIP
140
Capital Insight Partners
Arizona
$1.05M +$7.84K +127 +0.8%
AG
141
Aperio Group
California
$1.03M +$54.5K +882 +6%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$974K -$405K -6,565 -30%
SOMRS
143
State of Michigan Retirement System
Michigan
$962K -$18.5K -300 -2%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$948K +$1.54K +25 +0.2%
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
$928K -$2.13M -34,446 -70%
GIA
146
Gargoyle Investment Advisor
New Jersey
$907K
EAM
147
EULAV Asset Management
Florida
$893K
BUB
148
BBVA USA Bancshares
Texas
$860K +$97.9K +1,586 +13%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$798K -$49.4K -800 -6%
GC
150
Guggenheim Capital
Illinois
$766K -$172K -2,778 -19%

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.