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EFOR

Everforth Inc

267 hedge funds and large institutions have $3.06B invested in Everforth Inc in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $4.83M | Put options by funds: $2.23M

3% more capital invested

Capital invested by funds: $2.96B → $3.06B (+$98.7M)

0.54% less ownership

Funds ownership: 92.99%92.45% (-0.54%)

8% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 100

4% less funds holding

Funds holding: 279267 (-12)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
5.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
92
Reduced
100
Closed
36
Calls
$4.83M
Puts
$2.23M
Net Calls
+$2.61M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$396M +$16.9M +273,777 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$300M +$4.52M +73,196 +2%
Capital International Investors
3
Capital International Investors
California
$200M -$7.38M -119,545 -4%
Wells Fargo
4
Wells Fargo
California
$137M +$24.7M +400,438 +23%
BAMCO Inc
5
BAMCO Inc
New York
$114M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$113M -$29K -470 -0%
State Street
7
State Street
Massachusetts
$103M -$2.36M -38,206 -2%
TCM
8
TimesSquare Capital Management
New York
$84.3M -$25.6M -415,332 -24%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$62.9M -$6.32M -102,417 -9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$61.1M +$4.05M +65,662 +7%
Goldman Sachs
11
Goldman Sachs
New York
$60.2M +$3.67M +59,379 +7%
Select Equity Group
12
Select Equity Group
New York
$60.1M +$14.5M +235,247 +33%
Macquarie Group
13
Macquarie Group
Australia
$60M +$3.64M +58,910 +7%
Northern Trust
14
Northern Trust
Illinois
$54M +$909K +14,715 +2%
Invesco
15
Invesco
Georgia
$53.5M +$3.85M +62,384 +8%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$52.7M +$11.4M +184,964 +27%
ACB
17
Aristotle Capital Boston
Massachusetts
$52.6M +$6.74M +109,143 +15%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$51.5M +$3.77M +61,038 +8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$47.4M +$28.7M +465,117 +161%
Citadel Advisors
20
Citadel Advisors
Florida
$46.3M +$5.59M +90,568 +14%
Boston Partners
21
Boston Partners
Massachusetts
$43.6M -$835K -13,526 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$42.1M +$1.04M +16,808 +3%
PFO
23
Pathstone Family Office
New Jersey
$38.5M
Norges Bank
24
Norges Bank
Norway
$37.4M
Charles Schwab
25
Charles Schwab
California
$36M +$2.09M +33,775 +6%

EFOR Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2019, worth a combined $3.06B — up 3.3% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EFOR and 25 opened new positions — a net loss of 11 holders — while 100 trimmed existing stakes and 92 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $28.7M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.5M sold.

  • 267 institutional investors held Everforth Inc (EFOR) as of Q3 2019, down from 279 in Q2 2019.
  • Funds reported $3.06B of Everforth Inc stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 25 funds opened new Everforth Inc positions in Q3 2019 and 36 closed out, a net change of -11 holders.
  • The largest Everforth Inc buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $28.7M added.
  • The largest Everforth Inc seller in Q3 2019 was Incline Global Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2019.