Everforth Inc
EFOR
295 hedge funds and large institutions have $3.07B invested in Everforth Inc in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 40 closing their positions.
20% more capital invested
Capital invested by funds: $2.57B → $3.07B (+$508M)
19% more call options, than puts
Call options by funds: $5.28M | Put options by funds: $4.44M
1.85% more ownership
Funds ownership: 90.81% → 92.66% (+1.8%)
2% less funds holding
Funds holding: 302 → 295 (-7)
10% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 40
11% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 116
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$24.9M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$22.1M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$21.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$15M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.6M |
| 2 |
Morgan Stanley
New York
|
-$20.1M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$10.8M |
| 4 |
Bank of New York Mellon
New York
|
-$10.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$7.99M |
EFOR Hedge Fund Activity: Q1 2019 in Review
295 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2019, worth a combined $3.07B — up 20% from $2.57B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of EFOR and 36 opened new positions — a net loss of 4 holders — while 116 trimmed existing stakes and 103 added.
The largest buyer was Select Equity Group, opening a new position worth an estimated $24.9M. The largest seller was Fidelity Investments, cutting an estimated $23.6M.
- 295 institutional investors held Everforth Inc (EFOR) as of Q1 2019, down from 302 in Q4 2018.
- Funds reported $3.07B of Everforth Inc stock for Q1 2019, up 20% quarter-over-quarter.
- 36 funds opened new Everforth Inc positions in Q1 2019 and 40 closed out, a net change of -4 holders.
- The largest Everforth Inc buyer in Q1 2019 was Select Equity Group, an estimated $24.9M added.
- The largest Everforth Inc seller in Q1 2019 was Fidelity Investments, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2019.