Everforth Inc
EFOR
190 hedge funds and large institutions have $1.78B invested in Everforth Inc in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 36 closing their positions.
9,739% more call options, than puts
Call options by funds: $44.5M | Put options by funds: $452K
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
63% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 56
2.34% more ownership
Funds ownership: 89.19% → 91.52% (+2.3%)
3% less capital invested
Capital invested by funds: $1.84B → $1.78B (-$61.8M)
5% less funds holding
Funds holding: 201 → 190 (-11)
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$22.7M |
| 2 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$15.9M |
| 3 |
NPPM
North Point Portfolio Managers
Orange Village,
Ohio
|
+$10.5M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$10.3M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Daruma Capital Management
New York
|
-$21.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.5M |
| 3 |
Goldman Sachs
New York
|
-$11.9M |
| 4 |
Millennium Management
New York
|
-$9.71M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$9.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Citadel Advisors
Miami,
Florida
| – | -$6.27K | -165 | Closed |
|
|
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$5K | -137 | Closed |
|
EFOR Hedge Fund Activity: Q3 2015 in Review
190 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2015, worth a combined $1.78B — down 3.4% from $1.84B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of EFOR and 26 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 91 added.
The largest buyer was AEGON Asset Management (UK), opening a new position worth an estimated $22.7M. The largest seller was Daruma Capital Management, cutting an estimated $21.2M.
- 190 institutional investors held Everforth Inc (EFOR) as of Q3 2015, down from 201 in Q2 2015.
- Funds reported $1.78B of Everforth Inc stock for Q3 2015, down 3.4% quarter-over-quarter.
- 26 funds opened new Everforth Inc positions in Q3 2015 and 36 closed out, a net change of -10 holders.
- The largest Everforth Inc buyer in Q3 2015 was AEGON Asset Management (UK), an estimated $22.7M added.
- The largest Everforth Inc seller in Q3 2015 was Daruma Capital Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q3 2015.