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EFOR

Everforth Inc

302 hedge funds and large institutions have $2.57B invested in Everforth Inc in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 89 increasing their positions, 112 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

911% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $245K

7% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 57

1% more funds holding

Funds holding: 300302 (+2)

2.49% less ownership

Funds ownership: 93.3%90.81% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 112

34% less capital invested

Capital invested by funds: $3.88B → $2.57B (-$1.32B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
302
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
61
Increased
89
Reduced
112
Closed
57
Calls
$2.48M
Puts
$245K
Net Calls
+$2.23M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$334M -$98.7M -1,514,103 -20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M -$23.4M -359,286 -7%
Capital International Investors
3
Capital International Investors
California
$173M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$99.5M -$13M -199,398 -10%
BAMCO Inc
5
BAMCO Inc
New York
$93.2M
Wells Fargo
6
Wells Fargo
California
$89.2M +$21.1M +323,322 +25%
State Street
7
State Street
Massachusetts
$87.1M +$8.7M +133,504 +9%
TCM
8
TimesSquare Capital Management
New York
$79.5M +$4.49M +68,945 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$69.2M -$9.49M -145,600 -10%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$45.5M +$6.19M +94,893 +13%
Northern Trust
11
Northern Trust
Illinois
$45.1M +$8.77M +134,556 +19%
Goldman Sachs
12
Goldman Sachs
New York
$43.5M +$12.7M +194,232 +32%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$41.7M +$7.54M +115,653 +18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$40.8M -$2.5M -38,402 -5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$39.2M +$5.4M +82,825 +13%
Boston Partners
16
Boston Partners
Massachusetts
$36.7M +$2.79M +42,727 +7%
Norges Bank
17
Norges Bank
Norway
$36M +$983K +15,085 +2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$35.6M -$3.86M -59,164 -8%
O
19
OppenheimerFunds
New York
$34.9M -$17.6M -269,735 -30%
Macquarie Group
20
Macquarie Group
Australia
$34.7M +$5.14M +78,888 +14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$31M +$5.07M +77,782 +16%
Marshall Wace
22
Marshall Wace
United Kingdom
$28M +$33.5M +514,129 New
PCM
23
Peregrine Capital Management
Minnesota
$27.5M -$197K -3,020 -0.6%
Bank of America
24
Bank of America
North Carolina
$26.9M -$19.9M -305,815 -38%
Principal Financial Group
25
Principal Financial Group
Iowa
$26.7M -$13.7M -210,204 -30%

EFOR Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2018, worth a combined $2.57B — down 34% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EFOR positions and 57 closed out — a net gain of 4 holders — while 89 added to existing stakes and 112 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $33.5M. The largest seller was BlackRock, cutting an estimated $98.7M.

  • 302 institutional investors held Everforth Inc (EFOR) as of Q4 2018, up from 300 in Q3 2018.
  • Funds reported $2.57B of Everforth Inc stock for Q4 2018, down 34% quarter-over-quarter.
  • 61 funds opened new Everforth Inc positions in Q4 2018 and 57 closed out, a net change of +4 holders.
  • The largest Everforth Inc buyer in Q4 2018 was Marshall Wace, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q4 2018 was BlackRock, an estimated $98.7M sold.

Based on aggregated 13F filings for Q4 2018.