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EFOR

Everforth Inc

279 hedge funds and large institutions have $2.96B invested in Everforth Inc in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $7.28M

0.33% more ownership

Funds ownership: 92.66%92.99% (+0.33%)

4% less capital invested

Capital invested by funds: $3.07B → $2.96B (-$117M)

5% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 104

5% less funds holding

Funds holding: 295279 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

Holders
279
Holders Change
-16
Holders Change %
-5.42%
% of All Funds
6.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
99
Reduced
104
Closed
44
Calls
$7.49M
Puts
$7.28M
Net Calls
+$201K
Net Calls Change
-$643K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$365M -$90.7K -1,510 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$284M +$859K +14,308 +0.3%
Capital International Investors
3
Capital International Investors
California
$200M +$25K +416 +0%
BAMCO Inc
4
BAMCO Inc
New York
$110M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$109M -$2.14M -35,596 -2%
Wells Fargo
6
Wells Fargo
California
$107M -$537K -8,935 -0.5%
TCM
7
TimesSquare Capital Management
New York
$106M +$13M +216,440 +14%
State Street
8
State Street
Massachusetts
$102M +$2.87M +47,766 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$66.8M +$12.6M +209,172 +23%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$55M +$149K +2,483 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$54.5M -$1.58M -26,364 -3%
Macquarie Group
12
Macquarie Group
Australia
$54.3M +$3.24M +53,872 +6%
Northern Trust
13
Northern Trust
Illinois
$51.2M +$141K +2,349 +0.3%
Invesco
14
Invesco
Georgia
$47.8M +$37.6M +625,197 +380%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$45.9M +$2.42M +40,306 +6%
ACB
16
Aristotle Capital Boston
Massachusetts
$44.1M +$2.07M +34,473 +5%
Select Equity Group
17
Select Equity Group
New York
$43.6M +$19.3M +321,628 +81%
Boston Partners
18
Boston Partners
Massachusetts
$42.7M +$1.17M +19,513 +3%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$40.8M +$18.8M +312,726 +87%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$39.6M +$2.84M +47,276 +8%
Citadel Advisors
21
Citadel Advisors
Florida
$39.1M +$10.9M +181,160 +39%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$38.2M -$1.96M -32,710 -5%
PFO
23
Pathstone Family Office
New Jersey
$37.1M +$1.21M +20,168 +3%
Norges Bank
24
Norges Bank
Norway
$36.1M -$3M -49,872 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.9M -$49.1K -818 -0.1%

EFOR Hedge Fund Activity: Q2 2019 in Review

279 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2019, worth a combined $2.96B — down 3.8% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EFOR and 31 opened new positions — a net loss of 13 holders — while 104 trimmed existing stakes and 99 added.

The largest buyer was Invesco, adding an estimated $37.6M. The largest seller was Redwood Investments, exiting entirely with an estimated $19.8M sold.

  • 279 institutional investors held Everforth Inc (EFOR) as of Q2 2019, down from 295 in Q1 2019.
  • Funds reported $2.96B of Everforth Inc stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 31 funds opened new Everforth Inc positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest Everforth Inc buyer in Q2 2019 was Invesco, an estimated $37.6M added.
  • The largest Everforth Inc seller in Q2 2019 was Redwood Investments, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2019.