Everforth Inc
EFOR
172 hedge funds and large institutions have $1.51B invested in Everforth Inc in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 43 closing their positions.
128% more call options, than puts
Call options by funds: $499K | Put options by funds: $219K
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
23% more capital invested
Capital invested by funds: $1.23B → $1.51B (+$284M)
3.01% more ownership
Funds ownership: 84.18% → 87.2% (+3%)
10% less funds holding
Funds holding: 191 → 172 (-19)
30% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 73
40% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Daruma Capital Management
New York
|
+$59.5M |
| 2 |
O
OppenheimerFunds
New York
|
+$16.3M |
| 3 |
MPMG
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
+$14.5M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$14.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$47.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.8M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$19.4M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$10.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.95M |
EFOR Hedge Fund Activity: Q4 2014 in Review
172 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2014, worth a combined $1.51B — up 23% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of EFOR and 26 opened new positions — a net loss of 17 holders — while 73 trimmed existing stakes and 51 added.
The largest buyer was Daruma Capital Management, opening a new position worth an estimated $59.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.6M.
- 172 institutional investors held Everforth Inc (EFOR) as of Q4 2014, down from 191 in Q3 2014.
- Funds reported $1.51B of Everforth Inc stock for Q4 2014, up 23% quarter-over-quarter.
- 26 funds opened new Everforth Inc positions in Q4 2014 and 43 closed out, a net change of -17 holders.
- The largest Everforth Inc buyer in Q4 2014 was Daruma Capital Management, an estimated $59.5M added.
- The largest Everforth Inc seller in Q4 2014 was T. Rowe Price Associates, an estimated $47.6M sold.
Based on aggregated 13F filings for Q4 2014.