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EFOR

Everforth Inc

258 hedge funds and large institutions have $3.15B invested in Everforth Inc in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 14

223% more call options, than puts

Call options by funds: $6.12M | Put options by funds: $1.9M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

23% more capital invested

Capital invested by funds: $2.56B → $3.15B (+$594M)

20% more funds holding

Funds holding: 215258 (+43)

3.89% more ownership

Funds ownership: 90.38%94.27% (+3.9%)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

Holders
258
Holders Change
+43
Holders Change %
+20%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
60
Increased
73
Reduced
92
Closed
14
Calls
$6.12M
Puts
$1.9M
Net Calls
+$4.22M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$392M +$1.82M +30,089 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M -$91.9K -1,518 -0%
Capital World Investors
3
Capital World Investors
California
$217M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$142M -$4.48M -73,929 -3%
BAMCO Inc
5
BAMCO Inc
New York
$123M
TCM
6
TimesSquare Capital Management
New York
$102M -$19.1M -314,805 -17%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$97.1M +$38.8M +641,678 +74%
State Street
8
State Street
Massachusetts
$81M +$2.66M +43,991 +4%
Goldman Sachs
9
Goldman Sachs
New York
$74.6M -$11.8M -195,719 -14%
Wells Fargo
10
Wells Fargo
California
$64.2M -$14.6M -241,726 -19%
Bank of America
11
Bank of America
North Carolina
$60.2M -$7.59M -125,434 -12%
Boston Partners
12
Boston Partners
Massachusetts
$59.4M +$4.97M +82,069 +10%
Principal Financial Group
13
Principal Financial Group
Iowa
$55.7M -$172K -2,841 -0.3%
Norges Bank
14
Norges Bank
Norway
$53.7M
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$52.9M -$4.96M -81,976 -9%
Citadel Advisors
16
Citadel Advisors
Florida
$45.5M +$40.8M +674,470 +2,032%
PCM
17
Peregrine Capital Management
Minnesota
$43.5M +$263K +4,339 +0.6%
Macquarie Group
18
Macquarie Group
Australia
$42.8M -$10.7M -176,493 -21%
Northern Trust
19
Northern Trust
Illinois
$41.9M -$1.3M -21,406 -3%
O
20
OppenheimerFunds
New York
$40.8M -$5.21M -86,052 -12%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$40M +$255K +4,220 +0.7%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$39.2M +$13.4M +222,039 +57%
GT
23
Glenmede Trust
Pennsylvania
$38.9M -$9.46M -156,244 -21%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$37.3M +$234K +3,866 +0.7%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$36M +$25.1M +414,718 +285%

EFOR Hedge Fund Activity: Q4 2017 in Review

258 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2017, worth a combined $3.15B — up 23% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new EFOR positions and 14 closed out — a net gain of 46 holders — while 73 added to existing stakes and 92 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $40.8M. The largest seller was VOYA Investment Management, cutting an estimated $19.4M.

  • 258 institutional investors held Everforth Inc (EFOR) as of Q4 2017, up from 215 in Q3 2017.
  • Funds reported $3.15B of Everforth Inc stock for Q4 2017, up 23% quarter-over-quarter.
  • 60 funds opened new Everforth Inc positions in Q4 2017 and 14 closed out, a net change of +46 holders.
  • The largest Everforth Inc buyer in Q4 2017 was Citadel Advisors, an estimated $40.8M added.
  • The largest Everforth Inc seller in Q4 2017 was VOYA Investment Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2017.