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EFOR

Everforth Inc

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.

New
Increased
Maintained
Reduced
Closed

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: 204221 (+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: 87 (-1)

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
34
Increased
83
Reduced
73
Closed
15
Calls
$14.6M
Puts
$328K
Net Calls
+$14.3M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECP
26
Elk Creek Partners
Colorado
$21.1M +$2.74M +74,410 +15%
Ameriprise
27
Ameriprise
Minnesota
$17.3M -$1.31M -35,639 -7%
EAM
28
EverPoint Asset Management
Connecticut
$17.1M -$12M -325,824 -41%
EBIM
29
Eagle Boston Investment Management
Massachusetts
$15.6M +$412K +11,191 +3%
Norges Bank
30
Norges Bank
Norway
$14.4M -$1.53M -41,700 -10%
Deutsche Bank
31
Deutsche Bank
Germany
$14.2M -$4.09M -111,263 -22%
Prudential Financial
32
Prudential Financial
New Jersey
$13.4M -$952K -25,880 -7%
FPC
33
Falcon Point Capital
California
$13.3M +$39.2K +1,066 +0.3%
Principal Financial Group
34
Principal Financial Group
Iowa
$12.9M +$378K +10,263 +3%
NCGI
35
Next Century Growth Investors
Minnesota
$12.7M +$6.57M +178,504 +108%
PFO
36
Pathstone Family Office
New Jersey
$12.5M
TA
37
Teachers Advisors
New York
$12.2M +$9.25M +251,501 +321%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$12.2M +$625K +16,992 +5%
ACB
39
Aristotle Capital Boston
Massachusetts
$11.4M +$397K +10,790 +4%
CPIM
40
Columbia Partners Investment Management
Virginia
$11.3M -$1.3M -35,214 -10%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$10.9M +$912K +24,800 +9%
SFM
42
Systematic Financial Management
New Jersey
$10.4M -$101K -2,756 -1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$10.4M -$4.12M -112,074 -29%
NPPM
44
North Point Portfolio Managers
Ohio
$10M -$213K -5,796 -2%
American Century Companies
45
American Century Companies
Missouri
$9.08M +$320K +8,704 +4%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$9.07M +$611K +16,610 +7%
CAM
47
Cortina Asset Management
Wisconsin
$8.24M -$829K -22,522 -9%
RA
48
Royce & Associates
New York
$8.15M
FAM
49
Fred Alger Management
New York
$8.11M -$4.8M -130,365 -37%
BPIM
50
Brant Point Investment Management
New York
$7.81M -$6.04M -164,220 -44%

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.