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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
AI
201
Atom Investors
Texas
$328K +$392K +6,021 New
Jacobs Levy Equity Management
202
Jacobs Levy Equity Management
New Jersey
$327K +$391K +6,000 New
SM
203
Sciencast Management
New Jersey
$326K +$345K +5,300 New
Brown Advisory
204
Brown Advisory
Maryland
$321K -$137K -2,096 -26%
AA
205
ALPS Advisors
Colorado
$312K -$18.3K -280 -5%
SCM
206
Suffolk Capital Management
New York
$312K +$374K +5,733 New
RCM
207
Riverhead Capital Management
Delaware
$291K
DCM
208
Dupont Capital Management
Delaware
$288K +$345K +5,288 New
EMG
209
ETF Managers Group
New Jersey
$282K -$491K -7,533 -59%
IB
210
Intrust Bank
Kansas
$282K +$10K +154 +3%
SO
211
STRS Ohio
Ohio
$277K -$58.7K -900 -15%
TAM
212
Tyers Asset Management
Texas
$260K
PC
213
PA Capital
Virginia
$260K +$311K +4,777 New
CIM
214
CIM Investment Management
Pennsylvania
$259K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$255K -$1.89M -28,990 -86%
PA
216
Profund Advisors
Maryland
$245K -$379K -5,815 -56%
NIT
217
NumerixS Investment Technologies
British Columbia, Canada
$242K -$84.7K -1,300 -22%
MC
218
Miles Capital
Iowa
$242K +$2.48K +38 +0.9%
WCM
219
Weld Capital Management
New York
$240K +$288K +4,411 New
RFC
220
Regions Financial Corp
Alabama
$237K -$7.56K -116 -3%
LIA
221
LS Investment Advisors
Michigan
$232K +$72.1K +1,106 +35%
RJFSA
222
Raymond James Financial Services Advisors
Florida
$231K +$67.3K +1,033 +32%
PAM
223
Panagora Asset Management
Massachusetts
$227K -$388K -5,958 -59%
PM
224
Parametrica Management
Hong Kong
$225K +$269K +4,120 New
SL
225
Signition LP
New York
$219K +$262K +4,022 New

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.