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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
TCM
151
Teza Capital Management
Illinois
$759K +$745K +12,070 New
SCM
152
Snow Capital Management
Pennsylvania
$698K -$27.4K -444 -4%
SEC
153
Seven Eight Capital
New York
$659K +$647K +10,484 New
US Bancorp
154
US Bancorp
Minnesota
$655K -$127K -2,064 -17%
GHCM
155
Glen Harbor Capital Management
California
$637K
ProShare Advisors
156
ProShare Advisors
Maryland
$630K +$12.8K +207 +2%
Capital Fund Management (CFM)
157
Capital Fund Management (CFM)
France
$616K +$605K +9,800 New
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$611K +$218K +3,538 +57%
MERSOM
159
Municipal Employees' Retirement System of Michigan
Michigan
$610K -$1.85K -30 -0.3%
PP
160
Paloma Partners
Connecticut
$600K +$590K +9,553 New
Citigroup
161
Citigroup
New York
$593K -$255K -4,134 -30%
XK
162
Xact Kapitalforvaltning
Sweden
$592K
SOADOR
163
State of Alaska Department of Revenue
Alaska
$591K +$581K +9,403 New
AB
164
Amalgamated Bank
New York
$585K -$9.02K -146 -2%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$585K +$618 +10 +0.1%
AQR Capital Management
166
AQR Capital Management
Connecticut
$575K -$177K -2,868 -24%
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$572K
AIA
168
Affinity Investment Advisors
California
$556K +$1.3K +21 +0.2%
TAM
169
THB Asset Management
Connecticut
$536K -$618 -10 -0.1%
FHB
170
First Hawaiian Bank
Hawaii
$534K +$1.05K +17 +0.2%
HEIP
171
Hudson Edge Investment Partners
New Jersey
$529K
MCIM
172
Meadow Creek Investment Management
Georgia
$524K
QSS
173
Quantitative Systematic Strategies
Florida
$507K -$43.5K -705 -8%
CIM
174
CIM Investment Management
Pennsylvania
$501K
DCM
175
Dupont Capital Management
Delaware
$470K +$136K +2,195 +42%

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.