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EFOR

Everforth Inc

215 hedge funds and large institutions have $2.56B invested in Everforth Inc in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 214215 (+1)

2% less capital invested

Capital invested by funds: $2.62B → $2.56B (-$61.5M)

4% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 80

1.19% less ownership

Funds ownership: 91.57%90.38% (-1.2%)

27% less call options, than puts

Call options by funds: $317K | Put options by funds: $433K

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
24
Increased
77
Reduced
80
Closed
19
Calls
$317K
Puts
$433K
Net Calls
-$116K
Net Calls Change
-$381K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$326M +$11.4M +228,386 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M +$5.15M +102,967 +2%
Capital World Investors
3
Capital World Investors
California
$181M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$123M +$2.47M +49,319 +2%
BAMCO Inc
5
BAMCO Inc
New York
$103M +$5M +100,000 +6%
TCM
6
TimesSquare Capital Management
New York
$102M -$11.3M -226,249 -11%
Goldman Sachs
7
Goldman Sachs
New York
$72.8M +$9.76M +194,998 +17%
Wells Fargo
8
Wells Fargo
California
$66.6M -$8.96M -179,097 -13%
State Street
9
State Street
Massachusetts
$65.3M -$584K -11,671 -1%
Bank of America
10
Bank of America
North Carolina
$57M +$5.04M +100,776 +10%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$48.6M -$7.03M -140,608 -13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$46.7M +$16.5M +329,258 +61%
Principal Financial Group
13
Principal Financial Group
Iowa
$46.7M +$1M +19,996 +2%
Macquarie Group
14
Macquarie Group
Australia
$45.3M -$245K -4,906 -0.6%
Boston Partners
15
Boston Partners
Massachusetts
$45.2M +$14.7M +294,087 +54%
Norges Bank
16
Norges Bank
Norway
$44.9M -$1.25M -25,037 -3%
GT
17
Glenmede Trust
Pennsylvania
$40.9M +$38.1M +761,907 +651,203%
O
18
OppenheimerFunds
New York
$38.7M -$1.64M -32,722 -4%
Northern Trust
19
Northern Trust
Illinois
$36.1M -$239K -4,773 -0.7%
PCM
20
Peregrine Capital Management
Minnesota
$36.1M +$1.14M +22,871 +4%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$33.2M -$1.35M -27,045 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$31M -$1.18M -23,603 -4%
ORI
23
Oak Ridge Investments
Illinois
$29.2M +$5.41M +108,209 +25%
RHJA
24
Rice Hall James & Associates
California
$28.3M -$1.25M -25,073 -5%
CCI
25
Columbus Circle Investors
$26.9M -$2.44M -48,729 -9%

EFOR Hedge Fund Activity: Q3 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2017, worth a combined $2.56B — down 2.3% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EFOR positions and 19 closed out — a net gain of 5 holders — while 77 added to existing stakes and 80 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $38.1M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $38M sold.

  • 215 institutional investors held Everforth Inc (EFOR) as of Q3 2017, up from 214 in Q2 2017.
  • Funds reported $2.56B of Everforth Inc stock for Q3 2017, down 2.3% quarter-over-quarter.
  • 24 funds opened new Everforth Inc positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Everforth Inc buyer in Q3 2017 was Glenmede Trust, an estimated $38.1M added.
  • The largest Everforth Inc seller in Q3 2017 was Copper Rock Capital Partners, an estimated $38M sold.

Based on aggregated 13F filings for Q3 2017.