Everforth Inc
EFOR
221 hedge funds and large institutions have $1.81B invested in Everforth Inc in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 15 closing their positions.
4,351% more call options, than puts
Call options by funds: $14.6M | Put options by funds: $328K
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
14% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 73
8% more funds holding
Funds holding: 204 → 221 (+17)
1.31% more ownership
Funds ownership: 90.67% → 91.98% (+1.3%)
3% more capital invested
Capital invested by funds: $1.77B → $1.81B (+$44.7M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$33.5M |
| 2 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$21.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 4 |
IGM
Incline Global Management
New York
|
+$13.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$14.1M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
-$12.6M |
| 3 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$12M |
| 4 |
Renaissance Technologies
New York
|
-$12M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$9.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPC
226
Glacier Peak Capital
Bellevue,
Washington
| – | -$1.32M | -35,800 | Closed |
|
227
Neuberger Berman Group
New York
| – | -$1.04M | -28,240 | Closed |
|
|
LCG
228
Lisanti Capital Growth
New York
| – | -$969K | -26,238 | Closed |
|
|
ZIM
229
Zacks Investment Management
Chicago,
Illinois
| – | -$775K | -21,004 | Closed |
|
|
TI
230
Trexquant Investment
Stamford,
Connecticut
| – | -$637K | -17,262 | Closed |
|
|
AG
231
Algert Global
San Francisco,
California
| – | -$298K | -8,069 | Closed |
|
|
FRM
232
Fox Run Management
Greenwich,
Connecticut
| – | -$273K | -7,400 | Closed |
|
|
DCM
233
Driehaus Capital Management
Chicago,
Illinois
| – | -$200K | -5,418 | Closed |
|
234
SG Americas Securities
New York
| – | -$111K | -3,015 | Closed |
|
|
QT
235
Quantbot Technologies
New York
| – | -$21K | -571 | Closed |
|
EFOR Hedge Fund Activity: Q2 2016 in Review
221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2016, worth a combined $1.81B — up 2.5% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EFOR positions and 15 closed out — a net gain of 19 holders — while 83 added to existing stakes and 73 trimmed.
The largest buyer was Macquarie Group, adding an estimated $33.5M. The largest seller was Frontier Capital Management, cutting an estimated $14.1M.
- 221 institutional investors held Everforth Inc (EFOR) as of Q2 2016, up from 204 in Q1 2016.
- Funds reported $1.81B of Everforth Inc stock for Q2 2016, up 2.5% quarter-over-quarter.
- 34 funds opened new Everforth Inc positions in Q2 2016 and 15 closed out, a net change of +19 holders.
- The largest Everforth Inc buyer in Q2 2016 was Macquarie Group, an estimated $33.5M added.
- The largest Everforth Inc seller in Q2 2016 was Frontier Capital Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2016.