We are live on ! Find out more
EFOR

Everforth Inc

221 hedge funds and large institutions have $2.34B invested in Everforth Inc in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

10% more capital invested

Capital invested by funds: $2.12B → $2.34B (+$215M)

7% more funds holding

Funds holding: 207221 (+14)

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

0.73% more ownership

Funds ownership: 90.78%91.51% (+0.73%)

70% less call options, than puts

Call options by funds: $241K | Put options by funds: $792K

Holders
221
Holders Change
+14
Holders Change %
+6.76%
% of All Funds
5.5%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
37
Increased
79
Reduced
76
Closed
17
Calls
$241K
Puts
$792K
Net Calls
-$551K
Net Calls Change
-$387K
Name Holding Trade Value Shares
Change
Change in
Stake
EBIM
26
Eagle Boston Investment Management
Massachusetts
$19.3M -$1.29M -27,892 -7%
AAMU
27
AEGON Asset Management (UK)
United Kingdom
$18.8M -$46K -994 -0.3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$18.8M +$88K +1,900 +0.5%
Principal Financial Group
29
Principal Financial Group
Iowa
$18.4M +$681K +14,707 +4%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$18.1M +$1.12M +24,269 +7%
TA
31
Teachers Advisors
New York
$17.6M +$1.33M +28,799 +9%
Norges Bank
32
Norges Bank
Norway
$16.8M -$4.24M -91,625 -21%
ACB
33
Aristotle Capital Boston
Massachusetts
$16.7M -$694K -14,973 -4%
PFO
34
Pathstone Family Office
New Jersey
$16.4M +$11.9M +256,772 +316%
Boston Partners
35
Boston Partners
Massachusetts
$15.2M -$331K -7,135 -2%
KCM
36
Kennedy Capital Management
Missouri
$14.6M -$10.5M -225,966 -43%
FPC
37
Falcon Point Capital
California
$13.8M -$7.9M -170,521 -38%
CCI
38
Columbus Circle Investors
$13.7M +$13.1M +282,553 New
Invesco
39
Invesco
Georgia
$13.6M +$3.9M +84,092 +43%
Charles Schwab
40
Charles Schwab
California
$13M +$1.09M +23,437 +10%
NPPM
41
North Point Portfolio Managers
Ohio
$12.7M +$11.3K +243 +0.1%
PAMP
42
Polar Asset Management Partners
Ontario, Canada
$12.7M +$12.1M +261,900 New
TCIM
43
TIAA CREF Investment Management
New York
$12.5M +$1.17M +25,355 +11%
SFM
44
Systematic Financial Management
New Jersey
$12.2M -$1.29M -27,748 -10%
SCM
45
Snow Capital Management
Pennsylvania
$12M +$3.11M +67,210 +37%
PPA
46
Parametric Portfolio Associates
Washington
$11.7M -$751K -16,212 -6%
American Century Companies
47
American Century Companies
Missouri
$11.5M -$5.11M -110,211 -32%
Stifel Financial
48
Stifel Financial
Missouri
$11.5M +$1.7M +36,749 +18%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$11.1M -$3.15M -67,897 -23%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$9.8M +$48.2K +1,040 +0.5%

EFOR Hedge Fund Activity: Q1 2017 in Review

221 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2017, worth a combined $2.34B — up 10% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFOR positions and 17 closed out — a net gain of 20 holders — while 79 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $273M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.9M sold.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q1 2017, up from 207 in Q4 2016.
  • Funds reported $2.34B of Everforth Inc stock for Q1 2017, up 10% quarter-over-quarter.
  • 37 funds opened new Everforth Inc positions in Q1 2017 and 17 closed out, a net change of +20 holders.
  • The largest Everforth Inc buyer in Q1 2017 was BlackRock, an estimated $273M added.
  • The largest Everforth Inc seller in Q1 2017 was Incline Global Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2017.