Everforth Inc
EFOR
261 hedge funds and large institutions have $3.81B invested in Everforth Inc in 2018 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 35 closing their positions.
111% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 35
15% more funds holding
Funds holding: 227 → 261 (+34)
9.16% more ownership
Funds ownership: 84.07% → 93.23% (+9.2%)
6% more capital invested
Capital invested by funds: $3.58B → $3.81B (+$232M)
5% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 80
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
62% less call options, than puts
Call options by funds: $3.54M | Put options by funds: $9.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$168M |
| 2 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$55.1M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$52.6M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$51.3M |
| 5 |
BlackRock
New York
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCI
Columbus Circle Investors
|
-$51.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.1M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$31.9M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$15.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.3M |
EFOR Hedge Fund Activity: Q2 2018 in Review
261 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2018, worth a combined $3.81B — up 6.5% from $3.58B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new EFOR positions and 35 closed out — a net gain of 39 holders — while 76 added to existing stakes and 80 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $168M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $51.7M sold.
- 261 institutional investors held Everforth Inc (EFOR) as of Q2 2018, up from 227 in Q1 2018.
- Funds reported $3.81B of Everforth Inc stock for Q2 2018, up 6.5% quarter-over-quarter.
- 74 funds opened new Everforth Inc positions in Q2 2018 and 35 closed out, a net change of +39 holders.
- The largest Everforth Inc buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $168M added.
- The largest Everforth Inc seller in Q2 2018 was Columbus Circle Investors, an estimated $51.7M sold.
Based on aggregated 13F filings for Q2 2018.