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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$9.35M +$1.15M +24,755 +15%
RA
52
Royce & Associates
New York
$8.7M
JP Morgan Chase
53
JP Morgan Chase
New York
$8.56M +$281K +6,058 +4%
AAM
54
AMI Asset Management
California
$8.46M +$2.62M +56,620 +48%
OCG
55
Opus Capital Group
Ohio
$7.43M +$7.09M +153,009 New
Credit Agricole
56
Credit Agricole
France
$7.39M +$6.12M +132,199 New
Millennium Management
57
Millennium Management
New York
$7.07M -$7.52M -162,387 -53%
CIP
58
Chartwell Investment Partners
Pennsylvania
$6.4M -$5.56M -120,013 -48%
BPIM
59
Brant Point Investment Management
New York
$6.33M -$1.03M -22,200 -15%
Deutsche Bank
60
Deutsche Bank
Germany
$6.28M -$1.82M -39,234 -23%
EVM
61
Eaton Vance Management
Massachusetts
$6.26M +$1.09M +23,537 +22%
AP
62
AHL Partners
United Kingdom
$6.23M +$3.39M +73,198 +133%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$5.82M +$1.25M +27,029 +29%
Prudential Financial
64
Prudential Financial
New Jersey
$5.54M +$20.4K +440 +0.4%
RIM
65
Rainier Investment Management
Washington
$5.29M +$470K +10,150 +10%
PFC
66
Phocas Financial Corp
California
$5.22M -$677K -14,619 -12%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$4.86M -$218K -4,700 -4%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$4.73M
Morgan Stanley
69
Morgan Stanley
New York
$4.68M -$2.81M -60,588 -39%
TCM
70
Tygh Capital Management
Oregon
$4.64M +$146K +3,146 +3%
Comerica Bank
71
Comerica Bank
Texas
$4.57M -$858K -18,523 -18%
AIS
72
AlphaOne Investment Services
Pennsylvania
$4.45M -$231K -4,982 -5%
Legal & General Group
73
Legal & General Group
United Kingdom
$4.15M +$51.1K +1,104 +1%
AllianceBernstein
74
AllianceBernstein
Tennessee
$4.06M -$74.1K -1,600 -2%
Swiss National Bank
75
Swiss National Bank
Switzerland
$4.04M +$37.1K +800 +1%

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.