We are live on ! Find out more
EFOR

Everforth Inc

190 hedge funds and large institutions have $1.78B invested in Everforth Inc in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,739% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $452K

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

2.34% more ownership

Funds ownership: 89.19%91.52% (+2.3%)

3% less capital invested

Capital invested by funds: $1.84B → $1.78B (-$61.8M)

5% less funds holding

Funds holding: 201190 (-11)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

Holders
190
Holders Change
-11
Holders Change %
-5.47%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
26
Increased
91
Reduced
56
Closed
36
Calls
$44.5M
Puts
$452K
Net Calls
+$44M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$19.8M +$123K +3,246 +0.6%
ECP
27
Elk Creek Partners
Colorado
$18.9M +$5.38M +141,697 +38%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$18.3M +$8.1M +213,310 +75%
American Century Companies
29
American Century Companies
Missouri
$18.1M -$1.49M -39,298 -7%
PCM
30
Palisade Capital Management
New Jersey
$17.2M +$3.76M +99,005 +27%
MPMG
31
Minneapolis Portfolio Management Group
Minnesota
$16.8M -$231K -6,085 -1%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$16.6M +$287K +7,560 +2%
Norges Bank
33
Norges Bank
Norway
$15.9M
EBIM
34
Eagle Boston Investment Management
Massachusetts
$15.5M +$11.1K +291 +0.1%
TA
35
Teachers Advisors
New York
$14.1M +$3.03M +79,713 +26%
BPIM
36
Brant Point Investment Management
New York
$14M +$4.28M +112,600 +42%
SFM
37
Systematic Financial Management
New Jersey
$13.5M -$659K -17,343 -5%
Macquarie Group
38
Macquarie Group
Australia
$13.4M +$2.81M +73,999 +26%
Lazard Asset Management
39
Lazard Asset Management
New York
$12.6M +$1.82M +48,005 +16%
CPIM
40
Columbia Partners Investment Management
Virginia
$12.5M +$2.25M +59,322 +21%
RA
41
Royce & Associates
New York
$12.4M
FAM
42
Fred Alger Management
New York
$11.4M +$7.1M +186,974 +152%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$11.3M +$528K +13,906 +5%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$10.5M -$56K -1,475 -0.5%
Prudential Financial
45
Prudential Financial
New Jersey
$10.3M -$3.65M -96,170 -26%
NPPM
46
North Point Portfolio Managers
Ohio
$10.2M +$10.5M +276,637 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$9.77M -$4.68M -123,117 -32%
Deutsche Bank
48
Deutsche Bank
Germany
$9.47M +$1.72M +45,385 +21%
ACB
49
Aristotle Capital Boston
Massachusetts
$8.82M +$58.8K +1,549 +0.7%
PI
50
Putnam Investments
Massachusetts
$8.6M -$2.13M -56,085 -19%

EFOR Hedge Fund Activity: Q3 2015 in Review

190 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2015, worth a combined $1.78B — down 3.4% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EFOR and 26 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 91 added.

The largest buyer was AEGON Asset Management (UK), opening a new position worth an estimated $22.7M. The largest seller was Daruma Capital Management, cutting an estimated $21.2M.

  • 190 institutional investors held Everforth Inc (EFOR) as of Q3 2015, down from 201 in Q2 2015.
  • Funds reported $1.78B of Everforth Inc stock for Q3 2015, down 3.4% quarter-over-quarter.
  • 26 funds opened new Everforth Inc positions in Q3 2015 and 36 closed out, a net change of -10 holders.
  • The largest Everforth Inc buyer in Q3 2015 was AEGON Asset Management (UK), an estimated $22.7M added.
  • The largest Everforth Inc seller in Q3 2015 was Daruma Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2015.