Everforth Inc
EFOR
225 hedge funds and large institutions have $2.14B invested in Everforth Inc in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 11 closing their positions.
327% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 11
20% more capital invested
Capital invested by funds: $1.78B → $2.14B (+$363M)
18% more funds holding
Funds holding: 190 → 225 (+35)
1% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 79
1.27% less ownership
Funds ownership: 91.52% → 90.25% (-1.3%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
52% less call options, than puts
Call options by funds: $171K | Put options by funds: $354K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$29.5M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$22.7M |
| 3 |
O
OppenheimerFunds
New York
|
+$21.5M |
| 4 |
IGM
Incline Global Management
New York
|
+$15.6M |
| 5 |
Morgan Stanley
New York
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$32.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.5M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$18.2M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$13.7M |
| 5 |
TA
Teachers Advisors
New York
|
-$13.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
AssetMark Inc
Concord,
California
| $1K | +$1.27K | +29 | New |
|
227
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$5.82M | -157,040 | Closed |
|
|
MVM
228
McClain Value Management
New Canaan,
Connecticut
| – | -$1.78M | -48,224 | Closed |
|
|
JG
229
Jefferies Group
New York
| – | -$648K | -17,558 | Closed |
|
|
QI
230
Quotient Investors
New York
| – | -$428K | -11,607 | Closed |
|
231
Group One Trading
Chicago,
Illinois
| – | -$488K | -11,174 | Closed |
|
|
CIA
232
Choate Investment Advisors
Boston,
Massachusetts
| – | -$375K | -10,165 | Closed |
|
|
W
233
Wealthfront
Palo Alto,
California
| – | -$11K | -308 | Closed |
|
|
IRS
234
Invictus RG (Singapore)
Singapore
| – | -$11K | -295 | Closed |
|
235
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$10K | -284 | Closed |
|
|
SIM
236
Sonora Investment Management
Tucson,
Arizona
| – | -$6K | -173 | Closed |
|
|
BCM
237
Brookstone Capital Management
Wheaton,
Illinois
| – | -$5K | -131 | Closed |
|
EFOR Hedge Fund Activity: Q4 2015 in Review
225 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2015, worth a combined $2.14B — up 20% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EFOR positions and 11 closed out — a net gain of 36 holders — while 78 added to existing stakes and 79 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $29.5M. The largest seller was Goldman Sachs, cutting an estimated $32.1M.
- 225 institutional investors held Everforth Inc (EFOR) as of Q4 2015, up from 190 in Q3 2015.
- Funds reported $2.14B of Everforth Inc stock for Q4 2015, up 20% quarter-over-quarter.
- 47 funds opened new Everforth Inc positions in Q4 2015 and 11 closed out, a net change of +36 holders.
- The largest Everforth Inc buyer in Q4 2015 was Lord, Abbett & Co, an estimated $29.5M added.
- The largest Everforth Inc seller in Q4 2015 was Goldman Sachs, an estimated $32.1M sold.
Based on aggregated 13F filings for Q4 2015.