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EFOR

Everforth Inc

302 hedge funds and large institutions have $2.57B invested in Everforth Inc in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 89 increasing their positions, 112 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

911% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $245K

7% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 57

1% more funds holding

Funds holding: 300302 (+2)

2.49% less ownership

Funds ownership: 93.3%90.81% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 112

34% less capital invested

Capital invested by funds: $3.88B → $2.57B (-$1.32B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
302
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
61
Increased
89
Reduced
112
Closed
57
Calls
$2.48M
Puts
$245K
Net Calls
+$2.23M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
KM
176
Kalos Management
Georgia
$482K +$54K +828 +10%
MCIM
177
Meadow Creek Investment Management
Georgia
$455K
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$453K -$731K -11,210 -57%
AIA
179
Affinity Investment Advisors
California
$453K
ADEF
180
Adams Diversified Equity Fund
Maryland
$441K -$19.6K -300 -4%
QT
181
Quantbot Technologies
New York
$438K -$480K -7,359 -48%
IG
182
ING Group
Netherlands
$438K +$524K +8,044 New
CGH
183
Crossmark Global Holdings
Texas
$436K -$233K -3,580 -31%
AB
184
Amalgamated Bank
New York
$436K +$294K +4,511 +130%
WG
185
Winton Group
United Kingdom
$413K -$206K -3,165 -29%
SG Americas Securities
186
SG Americas Securities
New York
$413K -$185K -2,844 -27%
FRM
187
Fox Run Management
Connecticut
$408K +$487K +7,478 New
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$407K +$487K +7,470 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$400K +$49.5K +759 +12%
LIC
190
Laurus Investment Counsel
Canada
$387K
GH
191
GAM Holding
Switzerland
$380K -$135K -2,076 -23%
PPCM
192
Pillar Pacific Capital Management
California
$376K
LCM
193
Landscape Capital Management
New Jersey
$372K +$445K +6,831 New
Verition Fund Management
194
Verition Fund Management
Connecticut
$366K +$234K +3,582 +115%
PTC
195
Petrus Trust Company
Texas
$361K +$432K +6,631 New
EP
196
Elkfork Partners
Oregon
$357K
SAM
197
Securian Asset Management
Minnesota
$349K +$418K +6,410 New
GC
198
Grace Capital
Massachusetts
$348K -$881K -13,508 -68%
FHB
199
First Hawaiian Bank
Hawaii
$338K -$5.67K -87 -1%
FA
200
FDx Advisors
Illinois
$335K +$5.41K +83 +1%

EFOR Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2018, worth a combined $2.57B — down 34% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EFOR positions and 57 closed out — a net gain of 4 holders — while 89 added to existing stakes and 112 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $33.5M. The largest seller was BlackRock, cutting an estimated $98.7M.

  • 302 institutional investors held Everforth Inc (EFOR) as of Q4 2018, up from 300 in Q3 2018.
  • Funds reported $2.57B of Everforth Inc stock for Q4 2018, down 34% quarter-over-quarter.
  • 61 funds opened new Everforth Inc positions in Q4 2018 and 57 closed out, a net change of +4 holders.
  • The largest Everforth Inc buyer in Q4 2018 was Marshall Wace, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q4 2018 was BlackRock, an estimated $98.7M sold.

Based on aggregated 13F filings for Q4 2018.