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EFOR

Everforth Inc

183 hedge funds and large institutions have $1.74B invested in Everforth Inc in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $1.51B → $1.74B (+$221M)

6% more funds holding

Funds holding: 172183 (+11)

6% more call options, than puts

Call options by funds: $8.28M | Put options by funds: $7.83M

0.67% more ownership

Funds ownership: 87.2%87.87% (+0.67%)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
4.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
29
Increased
66
Reduced
66
Closed
15
Calls
$8.28M
Puts
$7.83M
Net Calls
+$445K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$18.2M -$8.07M -221,457 -32%
MPMG
27
Minneapolis Portfolio Management Group
Minnesota
$17.9M -$504K -13,821 -3%
PFO
28
Pathstone Family Office
New Jersey
$17.9M +$2.77M +76,116 +20%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$17.1M -$1.11M -30,399 -6%
Norges Bank
30
Norges Bank
Norway
$16.5M +$247K +6,784 +2%
SFM
31
Systematic Financial Management
New Jersey
$15.8M -$593K -16,288 -4%
William Blair & Company
32
William Blair & Company
Illinois
$15.6M +$1.25M +34,213 +9%
ECP
33
Elk Creek Partners
Colorado
$14.6M +$1.13M +31,007 +9%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$14.4M +$6.8M +186,570 +99%
PCM
35
Palisade Capital Management
New Jersey
$14.1M -$2.34M -64,348 -15%
HRCM
36
Hood River Capital Management
Florida
$13.6M +$7.2M +197,651 +126%
RA
37
Royce & Associates
New York
$12.9M
OAM
38
Oxford Asset Management
United Kingdom
$12.1M +$3.48M +95,616 +44%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$10.9M +$211K +5,800 +2%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$10.5M +$570K +15,639 +6%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$10.1M +$9.22M +253,057 +2,628%
CAM
42
Cortina Asset Management
Wisconsin
$9.66M +$2.16M +59,415 +31%
Lazard Asset Management
43
Lazard Asset Management
New York
$9.14M -$1.14M -31,155 -12%
TCIM
44
TIAA CREF Investment Management
New York
$8.93M -$413K -11,326 -5%
EAM
45
EverPoint Asset Management
Connecticut
$8.81M +$3M +82,416 +56%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$8.79M +$434K +11,900 +5%
PI
47
Putnam Investments
Massachusetts
$8.78M -$102K -2,803 -1%
Deutsche Bank
48
Deutsche Bank
Germany
$8.45M +$3.94M +108,072 +96%
UBS Group
49
UBS Group
Switzerland
$7.5M -$1.91M -52,506 -21%
Macquarie Group
50
Macquarie Group
Australia
$7.38M +$7.01M +192,392 New

EFOR Hedge Fund Activity: Q1 2015 in Review

183 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2015, worth a combined $1.74B — up 15% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EFOR positions and 15 closed out — a net gain of 14 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was TimesSquare Capital Management, cutting an estimated $18.8M.

  • 183 institutional investors held Everforth Inc (EFOR) as of Q1 2015, up from 172 in Q4 2014.
  • Funds reported $1.74B of Everforth Inc stock for Q1 2015, up 15% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2015 and 15 closed out, a net change of +14 holders.
  • The largest Everforth Inc buyer in Q1 2015 was Goldman Sachs, an estimated $12M added.
  • The largest Everforth Inc seller in Q1 2015 was TimesSquare Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2015.