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EFOR

Everforth Inc

279 hedge funds and large institutions have $2.96B invested in Everforth Inc in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $7.28M

0.33% more ownership

Funds ownership: 92.66%92.99% (+0.33%)

4% less capital invested

Capital invested by funds: $3.07B → $2.96B (-$117M)

5% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 104

5% less funds holding

Funds holding: 295279 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

Holders
279
Holders Change
-16
Holders Change %
-5.42%
% of All Funds
6.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
99
Reduced
104
Closed
44
Calls
$7.49M
Puts
$7.28M
Net Calls
+$201K
Net Calls Change
-$643K
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
201
Itau Unibanco Holding S.A.
Brazil
$344K +$341K +5,675 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$327K +$42K +700 +15%
RCM
203
Riverhead Capital Management
Delaware
$324K
DCM
204
Dupont Capital Management
Delaware
$320K
Janus Henderson Group
205
Janus Henderson Group
United Kingdom
$314K +$50.1K +834 +19%
PCM
206
Prelude Capital Management
New York
$311K +$308K +5,135 New
AWCI
207
Alpine Woods Capital Investors
New York
$303K +$300K +5,000 New
FA
208
FDx Advisors
Illinois
$301K +$22.7K +378 +8%
TAM
209
Tyers Asset Management
Texas
$289K
SCM
210
Silvant Capital Management
Georgia
$283K +$70.2K +1,168 +33%
MC
211
Miles Capital
Iowa
$279K +$17.3K +288 +7%
SO
212
STRS Ohio
Ohio
$272K -$24K -400 -8%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$261K -$3.94M -65,577 -94%
PAM
214
Panagora Asset Management
Massachusetts
$252K
LIA
215
LS Investment Advisors
Michigan
$247K -$9.73K -162 -4%
OI
216
Oakbrook Investments
Illinois
$228K +$6.01K +100 +3%
SCM
217
Shelton Capital Management
Colorado
$226K +$210K +3,499 +1,476%
PP
218
PagnatoKarp Partners
Virginia
$224K
P
219
Pitcairn
Pennsylvania
$221K +$9.67K +161 +5%
FRM
220
Fox Run Management
Connecticut
$210K -$14.1K -234 -6%
RFC
221
Regions Financial Corp
Alabama
$210K -$10.6K -176 -5%
IB
222
Intrust Bank
Kansas
$206K -$106K -1,766 -34%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$181K
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$174K
TRCT
225
Tower Research Capital (TRC)
New York
$155K -$133K -2,212 -46%

EFOR Hedge Fund Activity: Q2 2019 in Review

279 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2019, worth a combined $2.96B — down 3.8% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EFOR and 31 opened new positions — a net loss of 13 holders — while 104 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $37.6M. The largest seller was Redwood Investments, exiting entirely with an estimated $19.8M sold.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q2 2019, down from 295 in Q1 2019.
  • Funds reported $2.96B of Everforth Inc stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 31 funds opened new Everforth Inc positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest Everforth Inc buyer in Q2 2019 was Invesco, an estimated $37.6M added.
  • The largest Everforth Inc seller in Q2 2019 was Redwood Investments, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.