Everforth Inc
EFOR
227 hedge funds and large institutions have $3.58B invested in Everforth Inc in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 93 reducing their positions, and 70 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more capital invested
Capital invested by funds: $3.15B → $3.58B (+$429M)
10.2% less ownership
Funds ownership: 94.27% → 84.07% (-10%)
12% less funds holding
Funds holding: 258 → 227 (-31)
24% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 93
39% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 70
46% less call options, than puts
Call options by funds: $7.86M | Put options by funds: $14.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$20.3M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$19.5M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$161M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$63.9M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$49.9M |
| 4 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$39.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.5M |
EFOR Hedge Fund Activity: Q1 2018 in Review
227 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2018, worth a combined $3.58B — up 14% from $3.15B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of EFOR and 43 opened new positions — a net loss of 27 holders — while 93 trimmed existing stakes and 71 added.
The largest buyer was BlackRock, adding an estimated $38.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $161M.
- 227 institutional investors held Everforth Inc (EFOR) as of Q1 2018, down from 258 in Q4 2017.
- Funds reported $3.58B of Everforth Inc stock for Q1 2018, up 14% quarter-over-quarter.
- 43 funds opened new Everforth Inc positions in Q1 2018 and 70 closed out, a net change of -27 holders.
- The largest Everforth Inc buyer in Q1 2018 was BlackRock, an estimated $38.9M added.
- The largest Everforth Inc seller in Q1 2018 was Dimensional Fund Advisors, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2018.