Everforth Inc
EFOR
224 hedge funds and large institutions have $1.72B invested in Everforth Inc in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 28 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 68
14% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 28
1% more funds holding
Funds holding: 221 → 224 (+3)
2.18% less ownership
Funds ownership: 91.98% → 89.8% (-2.2%)
5% less capital invested
Capital invested by funds: $1.81B → $1.72B (-$94.7M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
60% less call options, than puts
Call options by funds: $113K | Put options by funds: $281K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.9M |
| 2 |
Goldman Sachs
New York
|
+$10.6M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$9.81M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$28.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$23.8M |
| 3 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$23.4M |
| 4 |
O
OppenheimerFunds
New York
|
-$20.4M |
| 5 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$17.1M |
EFOR Hedge Fund Activity: Q3 2016 in Review
224 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2016, worth a combined $1.72B — down 5.2% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EFOR positions and 28 closed out — a net gain of 4 holders — while 95 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $31.9M. The largest seller was Macquarie Group, cutting an estimated $28.5M.
- 224 institutional investors held Everforth Inc (EFOR) as of Q3 2016, up from 221 in Q2 2016.
- Funds reported $1.72B of Everforth Inc stock for Q3 2016, down 5.2% quarter-over-quarter.
- 32 funds opened new Everforth Inc positions in Q3 2016 and 28 closed out, a net change of +4 holders.
- The largest Everforth Inc buyer in Q3 2016 was Fidelity Investments, an estimated $31.9M added.
- The largest Everforth Inc seller in Q3 2016 was Macquarie Group, an estimated $28.5M sold.
Based on aggregated 13F filings for Q3 2016.