We are live on ! Find out more
EFOR

Everforth Inc

267 hedge funds and large institutions have $3.91B invested in Everforth Inc in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $3.26M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

28% more capital invested

Capital invested by funds: $3.06B → $3.91B (+$851M)

1.04% more ownership

Funds ownership: 92.45%93.49% (+1%)

0% more funds holding

Funds holding: 267267 (0)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 108

Holders
267
Holders Change
Holders Change %
0%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
88
Reduced
108
Closed
21
Calls
$6.88M
Puts
$3.26M
Net Calls
+$3.62M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$461M +$13M +199,606 +3%
PFO
2
Pathstone Family Office
New Jersey
$453M +$1.63M +25,016 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$335M -$2.63M -40,322 -0.8%
Capital International Investors
4
Capital International Investors
California
$225M +$33K +505 +0%
Wells Fargo
5
Wells Fargo
California
$174M +$18.6M +284,834 +13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$138M +$61.3M +939,595 +94%
BAMCO Inc
7
BAMCO Inc
New York
$128M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$126M -$1.4M -21,422 -1%
State Street
9
State Street
Massachusetts
$114M -$1.72M -26,346 -2%
Macquarie Group
10
Macquarie Group
Australia
$77.2M +$8.68M +133,001 +14%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$72.4M +$3.13M +48,003 +5%
Goldman Sachs
12
Goldman Sachs
New York
$62.5M -$5.07M -77,719 -8%
ACB
13
Aristotle Capital Boston
Massachusetts
$60.9M +$1.36M +20,779 +2%
TCM
14
TimesSquare Capital Management
New York
$60.8M -$31.7M -485,268 -36%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$60.2M -$573K -8,771 -1%
Northern Trust
16
Northern Trust
Illinois
$59.9M -$950K -14,551 -2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$58.3M +$4.43M +67,902 +9%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$58.2M +$67.8K +1,039 +0.1%
Boston Partners
19
Boston Partners
Massachusetts
$54M +$4.46M +68,320 +10%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$49.6M +$21.9M +334,852 +92%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$48.7M +$1.07M +16,430 +2%
Invesco
22
Invesco
Georgia
$48.6M -$10.9M -167,504 -20%
Norges Bank
23
Norges Bank
Norway
$42.2M
Charles Schwab
24
Charles Schwab
California
$41.7M +$1.02M +15,644 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$41.7M -$9.74M -149,196 -20%

EFOR Hedge Fund Activity: Q4 2019 in Review

267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2019, worth a combined $3.91B — up 28% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EFOR positions and 21 closed out — a net gain of 8 holders — while 88 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.3M. The largest seller was Select Equity Group, cutting an estimated $52.9M.

  • 267 institutional investors held Everforth Inc (EFOR) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $3.91B of Everforth Inc stock for Q4 2019, up 28% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q4 2019 and 21 closed out, a net change of +8 holders.
  • The largest Everforth Inc buyer in Q4 2019 was Fidelity Investments, an estimated $61.3M added.
  • The largest Everforth Inc seller in Q4 2019 was Select Equity Group, an estimated $52.9M sold.

Based on aggregated 13F filings for Q4 2019.