Everforth Inc
EFOR
191 hedge funds and large institutions have $1.23B invested in Everforth Inc in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 35 closing their positions.
489% more call options, than puts
Call options by funds: $2.3M | Put options by funds: $390K
15% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 61
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
1% more funds holding
Funds holding: 190 → 191 (+1)
4.59% less ownership
Funds ownership: 88.77% → 84.18% (-4.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
28% less capital invested
Capital invested by funds: $1.71B → $1.23B (-$484M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tensile Capital Management
Larkspur,
California
|
+$26.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.8M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$17.8M |
| 4 |
BAMCO Inc
New York
|
+$15.2M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$50.4M |
| 2 |
Bank of New York Mellon
New York
|
-$25.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.8M |
| 4 |
O
OppenheimerFunds
New York
|
-$19.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$14.8M |
EFOR Hedge Fund Activity: Q3 2014 in Review
191 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2014, worth a combined $1.23B — down 28% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new EFOR positions and 35 closed out — a net gain of 2 holders — while 70 added to existing stakes and 61 trimmed.
The largest buyer was Tensile Capital Management, opening a new position worth an estimated $26.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $50.4M sold.
- 191 institutional investors held Everforth Inc (EFOR) as of Q3 2014, up from 190 in Q2 2014.
- Funds reported $1.23B of Everforth Inc stock for Q3 2014, down 28% quarter-over-quarter.
- 37 funds opened new Everforth Inc positions in Q3 2014 and 35 closed out, a net change of +2 holders.
- The largest Everforth Inc buyer in Q3 2014 was Tensile Capital Management, an estimated $26.3M added.
- The largest Everforth Inc seller in Q3 2014 was Lord, Abbett & Co, an estimated $50.4M sold.
Based on aggregated 13F filings for Q3 2014.