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EFOR

Everforth Inc

183 hedge funds and large institutions have $1.74B invested in Everforth Inc in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $1.51B → $1.74B (+$221M)

6% more funds holding

Funds holding: 172183 (+11)

6% more call options, than puts

Call options by funds: $8.28M | Put options by funds: $7.83M

0.67% more ownership

Funds ownership: 87.2%87.87% (+0.67%)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
4.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
29
Increased
66
Reduced
66
Closed
15
Calls
$8.28M
Puts
$7.83M
Net Calls
+$445K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$6.97M +$3.59M +98,525 +118%
Millennium Management
52
Millennium Management
New York
$6.91M +$3.7M +101,601 +129%
ACB
53
Aristotle Capital Boston
Massachusetts
$6.89M +$1.87M +51,281 +40%
Prudential Financial
54
Prudential Financial
New Jersey
$6.68M -$99.8K -2,740 -2%
PC
55
Pier Capital
Connecticut
$6.52M +$6.19M +169,959 New
BIM
56
BlackRock Investment Management
Delaware
$6.42M -$217K -5,968 -3%
AII
57
AGF Investments Inc
Ontario, Canada
$6.39M
Charles Schwab
58
Charles Schwab
California
$6.38M +$529K +14,519 +10%
Invesco
59
Invesco
Georgia
$6.25M +$3.63M +99,671 +158%
Renaissance Technologies
60
Renaissance Technologies
New York
$5.6M +$1.77M +48,500 +50%
RFC
61
Russell Frank Company
Washington
$5.49M +$307K +8,440 +6%
DCM
62
Driehaus Capital Management
Illinois
$5.49M +$5.21M +143,048 New
FAM
63
Fred Alger Management
New York
$5.44M -$7.14M -195,887 -58%
1832 Asset Management
64
1832 Asset Management
Ontario, Canada
$4.68M -$1.43M -39,136 -24%
MVM
65
McClain Value Management
Connecticut
$4.58M +$745K +20,443 +21%
BA
66
BlackRock Advisors
Delaware
$4.46M -$1.87M -51,441 -31%
CPIM
67
Columbia Partners Investment Management
Virginia
$4.37M -$58.2K -1,597 -1%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$3.84M
BPIM
69
Brant Point Investment Management
New York
$3.76M +$638K +17,500 +22%
Comerica Bank
70
Comerica Bank
Texas
$3.76M -$3.61M -99,003 -50%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$3.62M -$255K -7,000 -7%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$3.6M
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.56M +$565K +15,500 +20%
NFA
74
Nationwide Fund Advisors
Ohio
$3.54M +$70.8K +1,944 +2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$3.49M -$3.64K -100 -0.1%

EFOR Hedge Fund Activity: Q1 2015 in Review

183 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2015, worth a combined $1.74B — up 15% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EFOR positions and 15 closed out — a net gain of 14 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was TimesSquare Capital Management, cutting an estimated $18.8M.

  • 183 institutional investors held Everforth Inc (EFOR) as of Q1 2015, up from 172 in Q4 2014.
  • Funds reported $1.74B of Everforth Inc stock for Q1 2015, up 15% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2015 and 15 closed out, a net change of +14 holders.
  • The largest Everforth Inc buyer in Q1 2015 was Goldman Sachs, an estimated $12M added.
  • The largest Everforth Inc seller in Q1 2015 was TimesSquare Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2015.