Everforth Inc
EFOR
300 hedge funds and large institutions have $3.88B invested in Everforth Inc in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 20 closing their positions.
210% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 20
15% more funds holding
Funds holding: 261 → 300 (+39)
2% more capital invested
Capital invested by funds: $3.81B → $3.88B (+$70.6M)
0.07% more ownership
Funds ownership: 93.23% → 93.3% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
12% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 104
30% less call options, than puts
Call options by funds: $9.65M | Put options by funds: $13.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$274M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$52.8M |
| 3 |
BlackRock
New York
|
+$42.9M |
| 4 |
Morgan Stanley
New York
|
+$30M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$264M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$64.1M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$41.8M |
| 4 |
Goldman Sachs
New York
|
-$29.8M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$15.2M |
EFOR Hedge Fund Activity: Q3 2018 in Review
300 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2018, worth a combined $3.88B — up 1.9% from $3.81B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new EFOR positions and 20 closed out — a net gain of 42 holders — while 92 added to existing stakes and 104 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $274M. The largest seller was Capital World Investors, exiting entirely with an estimated $264M sold.
- 300 institutional investors held Everforth Inc (EFOR) as of Q3 2018, up from 261 in Q2 2018.
- Funds reported $3.88B of Everforth Inc stock for Q3 2018, up 1.9% quarter-over-quarter.
- 62 funds opened new Everforth Inc positions in Q3 2018 and 20 closed out, a net change of +42 holders.
- The largest Everforth Inc buyer in Q3 2018 was Capital International Investors, an estimated $274M added.
- The largest Everforth Inc seller in Q3 2018 was Capital World Investors, an estimated $264M sold.
Based on aggregated 13F filings for Q3 2018.