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EFOR

Everforth Inc

178 hedge funds and large institutions have $1.52B invested in Everforth Inc in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 58

25% more capital invested

Capital invested by funds: $1.22B → $1.52B (+$302M)

6% more funds holding

Funds holding: 168178 (+10)

0.87% less ownership

Funds ownership: 87.06%86.19% (-0.87%)

53% less call options, than puts

Call options by funds: $742K | Put options by funds: $1.57M

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
5.77%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
17
Increased
81
Reduced
58
Closed
6
Calls
$742K
Puts
$1.57M
Net Calls
-$829K
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$15.2M
BPIM
27
Brant Point Investment Management
New York
$14.8M -$1.86M -60,000 -12%
Norges Bank
28
Norges Bank
Norway
$13.9M +$2.99M +96,464 +30%
PCM
29
Palisade Capital Management
New Jersey
$13.5M -$2.53M -81,469 -17%
NCGI
30
Next Century Growth Investors
Minnesota
$12.9M +$3.3M +106,531 +37%
HRCM
31
Hood River Capital Management
Florida
$12.8M +$1.56M +50,180 +15%
First Trust Advisors
32
First Trust Advisors
Illinois
$11.1M +$373K +12,044 +4%
OAM
33
Oberweis Asset Management
Illinois
$9.72M -$2.84M -91,600 -24%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$9.69M +$477K +15,400 +6%
Principal Financial Group
35
Principal Financial Group
Iowa
$8.8M +$551K +17,778 +7%
DCM
36
Driehaus Capital Management
Illinois
$8.64M +$2.72M +87,801 +50%
U
37
UBS
Switzerland
$7.92M -$1.29M -41,514 -15%
Allianz Asset Management
38
Allianz Asset Management
Germany
$7.46M +$1.05M +33,905 +18%
TC
39
TFS Capital
Pennsylvania
$7.27M +$6M +193,409 +716%
American Century Companies
40
American Century Companies
Missouri
$7.26M +$1.28M +41,310 +23%
SIA
41
Sit Investment Associates
Minnesota
$7.05M +$1.04M +33,445 +19%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$6.86M +$1.07M +34,454 +20%
TCIM
43
TIAA CREF Investment Management
New York
$6.79M +$457K +14,725 +8%
EAM
44
Eagle Asset Management
Florida
$6.32M +$1.02M +32,940 +21%
NAM
45
Nichols Asset Management
Massachusetts
$6.25M +$6.2K +200 +0.1%
MOACM
46
Mutual of America Capital Management
New York
$6.15M +$490K +15,815 +9%
NFA
47
Nationwide Fund Advisors
Ohio
$6.14M +$79.3K +2,558 +1%
GC
48
Guggenheim Capital
Illinois
$6.04M -$489K -15,757 -8%
CPIM
49
Columbia Partners Investment Management
Virginia
$5.77M +$1.63M +52,669 +43%
Prudential Financial
50
Prudential Financial
New Jersey
$5.73M +$203K +6,550 +4%

EFOR Hedge Fund Activity: Q3 2013 in Review

178 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2013, worth a combined $1.52B — up 25% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EFOR positions and 6 closed out — a net gain of 11 holders — while 81 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.64M. The largest seller was Bank of America, cutting an estimated $29M.

  • 178 institutional investors held Everforth Inc (EFOR) as of Q3 2013, up from 168 in Q2 2013.
  • Funds reported $1.52B of Everforth Inc stock for Q3 2013, up 25% quarter-over-quarter.
  • 17 funds opened new Everforth Inc positions in Q3 2013 and 6 closed out, a net change of +11 holders.
  • The largest Everforth Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $9.64M added.
  • The largest Everforth Inc seller in Q3 2013 was Bank of America, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2013.