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EFOR

Everforth Inc

178 hedge funds and large institutions have $1.52B invested in Everforth Inc in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 58

25% more capital invested

Capital invested by funds: $1.22B → $1.52B (+$302M)

6% more funds holding

Funds holding: 168178 (+10)

0.87% less ownership

Funds ownership: 87.06%86.19% (-0.87%)

53% less call options, than puts

Call options by funds: $742K | Put options by funds: $1.57M

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
5.77%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
17
Increased
81
Reduced
58
Closed
6
Calls
$742K
Puts
$1.57M
Net Calls
-$829K
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.5M -$384K -12,400 -7%
AII
52
AGF Investments Inc
Ontario, Canada
$5.49M +$1.71M +55,000 +49%
Invesco
53
Invesco
Georgia
$5.19M +$2.52M +81,389 +107%
TCM
54
Tygh Capital Management
Oregon
$5.18M +$4.54M +146,440 +1,408%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$5.17M +$4.85M +156,573 New
RFC
56
Russell Frank Company
Washington
$5.09M +$1.04M +33,659 +28%
BIM
57
BlackRock Investment Management
Delaware
$5.06M +$296K +9,544 +7%
3NC
58
300 North Capital
California
$4.97M +$1.61M +51,820 +52%
AIS
59
AlphaOne Investment Services
Pennsylvania
$4.92M +$143K +4,619 +3%
MAA
60
Managed Account Advisors
New Jersey
$4.74M -$1.16M -37,267 -21%
TCM
61
Timpani Capital Management
Wisconsin
$4.54M +$100K +3,229 +2%
RSS
62
Rosenblum Silverman Sutton
California
$4.3M +$4.04M +130,285 New
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$4.28M +$806K +26,000 +25%
AI
64
Axiom Investors
Connecticut
$4.25M -$62K -2,000 -2%
MSA
65
Mason Street Advisors
Wisconsin
$3.9M +$3.47M +111,949 +1,827%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$3.8M +$826K +26,645 +30%
Charles Schwab
67
Charles Schwab
California
$3.67M +$166K +5,339 +5%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.66M +$865K +27,900 +34%
Goldman Sachs
69
Goldman Sachs
New York
$3.58M -$3.69K -119 -0.1%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$3.41M
WSA
71
Wall Street Associates
California
$3.31M -$97.1K -3,132 -3%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$3.23M -$43.4K -1,400 -1%
PI
73
Putnam Investments
Massachusetts
$3.08M -$256K -8,254 -8%
NTCOC
74
Northern Trust Company of Connecticut
Connecticut
$3.06M -$526K -16,955 -15%
AllianceBernstein
75
AllianceBernstein
Tennessee
$2.82M +$16K +515 +0.6%

EFOR Hedge Fund Activity: Q3 2013 in Review

178 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2013, worth a combined $1.52B — up 25% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EFOR positions and 6 closed out — a net gain of 11 holders — while 81 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.64M. The largest seller was Bank of America, cutting an estimated $29M.

  • 178 institutional investors held Everforth Inc (EFOR) as of Q3 2013, up from 168 in Q2 2013.
  • Funds reported $1.52B of Everforth Inc stock for Q3 2013, up 25% quarter-over-quarter.
  • 17 funds opened new Everforth Inc positions in Q3 2013 and 6 closed out, a net change of +11 holders.
  • The largest Everforth Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $9.64M added.
  • The largest Everforth Inc seller in Q3 2013 was Bank of America, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2013.