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EFOR

Everforth Inc

190 hedge funds and large institutions have $1.78B invested in Everforth Inc in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,739% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $452K

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

2.34% more ownership

Funds ownership: 89.19%91.52% (+2.3%)

3% less capital invested

Capital invested by funds: $1.84B → $1.78B (-$61.8M)

5% less funds holding

Funds holding: 201190 (-11)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

Holders
190
Holders Change
-11
Holders Change %
-5.47%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
26
Increased
91
Reduced
56
Closed
36
Calls
$44.5M
Puts
$452K
Net Calls
+$44M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$8.41M +$456K +12,000 +6%
Point72 Asset Management
52
Point72 Asset Management
Connecticut
$8.36M +$1.65M +43,400 +24%
JP Morgan Chase
53
JP Morgan Chase
New York
$7.67M +$6.61M +173,985 +514%
CAM
54
Cortina Asset Management
Wisconsin
$7.52M -$1.56M -41,171 -17%
BC
55
Beaconlight Capital
New York
$7.38M +$7.6M +199,988 New
BIM
56
BlackRock Investment Management
Delaware
$7.09M -$134K -3,533 -2%
TCM
57
Tygh Capital Management
Oregon
$6.97M +$1.78M +46,794 +33%
Invesco
58
Invesco
Georgia
$6.67M +$708K +18,651 +12%
Charles Schwab
59
Charles Schwab
California
$6.66M +$351K +9,239 +5%
OAM
60
Origin Asset Management
United Kingdom
$6.56M -$367K -9,661 -5%
TCIM
61
TIAA CREF Investment Management
New York
$6.48M -$2.91M -76,638 -30%
FPC
62
Falcon Point Capital
California
$6.44M +$857K +22,553 +15%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$5.82M +$1.67M +43,863 +39%
RFC
64
Russell Frank Company
Washington
$5.68M -$424K -11,167 -7%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$5.39M +$254K +6,700 +5%
UBS Group
66
UBS Group
Switzerland
$5.14M +$847K +22,290 +19%
IG
67
ING Group
Netherlands
$5.11M +$5.26M +138,423 New
Stifel Financial
68
Stifel Financial
Missouri
$4.91M +$3.26M +85,760 +181%
SPPAM
69
Summit Partners Public Asset Management
Massachusetts
$4.8M +$380K +10,000 +8%
AIS
70
AlphaOne Investment Services
Pennsylvania
$4.56M +$469K +12,350 +11%
CS
71
Credit Suisse
Switzerland
$4.5M +$2.37M +62,421 +105%
GC
72
Guggenheim Capital
Illinois
$4.18M +$125K +3,289 +3%
DCM
73
Driehaus Capital Management
Illinois
$4.18M -$1.48M -39,052 -26%
AII
74
AGF Investments Inc
Ontario, Canada
$3.7M +$1.06M +27,781 +39%
Comerica Bank
75
Comerica Bank
Texas
$3.59M -$3.71M -97,671 -50%

EFOR Hedge Fund Activity: Q3 2015 in Review

190 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2015, worth a combined $1.78B — down 3.4% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EFOR and 26 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 91 added.

The largest buyer was AEGON Asset Management (UK), opening a new position worth an estimated $22.7M. The largest seller was Daruma Capital Management, cutting an estimated $21.2M.

  • 190 institutional investors held Everforth Inc (EFOR) as of Q3 2015, down from 201 in Q2 2015.
  • Funds reported $1.78B of Everforth Inc stock for Q3 2015, down 3.4% quarter-over-quarter.
  • 26 funds opened new Everforth Inc positions in Q3 2015 and 36 closed out, a net change of -10 holders.
  • The largest Everforth Inc buyer in Q3 2015 was AEGON Asset Management (UK), an estimated $22.7M added.
  • The largest Everforth Inc seller in Q3 2015 was Daruma Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2015.