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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
TAM
201
Tyers Asset Management
Texas
$300K
BAM
202
Blueshift Asset Management
New Jersey
$298K -$395K -6,393 -57%
SCM
203
Silvant Capital Management
Georgia
$294K
MC
204
Miles Capital
Iowa
$283K -$6.11K -99 -2%
P
205
Pitcairn
Pennsylvania
$270K +$38.3K +621 +17%
QT
206
Quantamental Technologies
New York
$266K +$241K +3,904 +1,201%
PAM
207
Panagora Asset Management
Massachusetts
$262K
LIA
208
LS Investment Advisors
Michigan
$262K +$6.05K +98 +2%
IB
209
Intrust Bank
Kansas
$234K +$19.8K +321 +9%
PP
210
PagnatoKarp Partners
Virginia
$233K
OI
211
Oakbrook Investments
Illinois
$231K -$6.17K -100 -3%
SSA
212
Schonfeld Strategic Advisors
New York
$226K -$9.15M -148,200 -98%
SCM
213
Shelton Capital Management
Colorado
$221K -$13.5K -218 -6%
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$206K +$25.4K +412 +14%
SG Americas Securities
215
SG Americas Securities
New York
$198K -$1.57M -25,433 -89%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$188K
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$145K -$237K -3,834 -62%
AG
218
Advisor Group
Arizona
$118K -$11.4K -185 -9%
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$97K
QT
221
Quantbot Technologies
New York
$95K +$68.2K +1,104 +263%
FMT
222
First Mercantile Trust
Tennessee
$87K +$8.89K +144 +12%
WEC
223
Winslow Evans & Crocker
Massachusetts
$78K -$12.3K -200 -14%
MI
224
Markston International
New York
$63K
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$51K

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.