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EFOR

Everforth Inc

221 hedge funds and large institutions have $1.81B invested in Everforth Inc in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,351% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $328K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

8% more funds holding

Funds holding: 204221 (+17)

1.31% more ownership

Funds ownership: 90.67%91.98% (+1.3%)

3% more capital invested

Capital invested by funds: $1.77B → $1.81B (+$44.7M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
34
Increased
83
Reduced
73
Closed
15
Calls
$14.6M
Puts
$328K
Net Calls
+$14.3M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
51
BlackRock Investment Management
Delaware
$7.78M +$390K +10,602 +5%
Charles Schwab
52
Charles Schwab
California
$7.56M +$362K +9,831 +5%
OAM
53
Origin Asset Management
United Kingdom
$7.45M +$77.3K +2,100 +1%
PPA
54
Parametric Portfolio Associates
Washington
$7.31M +$257K +6,986 +4%
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$6.48M -$2.23M -60,600 -26%
TCIM
56
TIAA CREF Investment Management
New York
$6.07M -$69.8K -1,898 -1%
PCM
57
Palisade Capital Management
New Jersey
$5.86M -$7.58M -206,016 -57%
RIM
58
Rainier Investment Management
Washington
$5.82M +$5.79M +157,470 New
EA
59
Emerald Acquisition
Washington
$5.63M +$5.61M +152,417 New
Stifel Financial
60
Stifel Financial
Missouri
$5.1M +$392K +10,664 +8%
CCM
61
Century Capital Management
Massachusetts
$4.81M
FCM
62
Frontier Capital Management
Massachusetts
$4.79M -$14.1M -383,849 -75%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$4.63M -$261K -7,100 -5%
PI
64
Putnam Investments
Massachusetts
$4.39M -$2.16M -58,730 -33%
PFC
65
Phocas Financial Corp
California
$4.24M +$4.22M +114,613 New
TCM
66
Tygh Capital Management
Oregon
$4.09M -$4.05M -110,179 -50%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$3.95M -$110K -2,992 -3%
EVM
68
Eaton Vance Management
Massachusetts
$3.9M +$3.88M +105,550 New
UBS Group
69
UBS Group
Switzerland
$3.88M +$1.22M +33,094 +46%
Comerica Bank
70
Comerica Bank
Texas
$3.6M +$361K +9,815 +11%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$3.44M
AIS
72
AlphaOne Investment Services
Pennsylvania
$3.42M -$217K -5,900 -6%
Morgan Stanley
73
Morgan Stanley
New York
$3.23M -$6.84M -185,774 -68%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$3.17M +$43.1K +1,172 +1%
AllianceBernstein
75
AllianceBernstein
Tennessee
$3.15M -$53.7K -1,459 -2%

EFOR Hedge Fund Activity: Q2 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2016, worth a combined $1.81B — up 2.5% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EFOR positions and 15 closed out — a net gain of 19 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was Macquarie Group, adding an estimated $33.5M. The largest seller was Frontier Capital Management, cutting an estimated $14.1M.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q2 2016, up from 204 in Q1 2016.
  • Funds reported $1.81B of Everforth Inc stock for Q2 2016, up 2.5% quarter-over-quarter.
  • 34 funds opened new Everforth Inc positions in Q2 2016 and 15 closed out, a net change of +19 holders.
  • The largest Everforth Inc buyer in Q2 2016 was Macquarie Group, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q2 2016 was Frontier Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2016.