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EFOR

Everforth Inc
EFOR

172 hedge funds and large institutions have $1.51B invested in Everforth Inc in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $499K | Put options by funds: $219K

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

23% more capital invested

Capital invested by funds: $1.23B → $1.51B (+$284M)

3.01% more ownership

Funds ownership: 84.18% → 87.2% (+3%)

10% less funds holding

Funds holding: 191 → 172 (-19)

30% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 73

40% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 43

Holders
172
Holders Change
-19
Holders Change %
-9.95%
% of All Funds
4.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
26
Increased
51
Reduced
73
Closed
43
Calls
$499K
Puts
$219K
Net Calls
+$280K
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
DCM
Daruma Capital Management
New York
+$59.5M
2
O
OppenheimerFunds
New York
+$16.3M
3
MPMG
Minneapolis Portfolio Management Group
Minnesota
+$14.5M
4
CIP
Chartwell Investment Partners
Pennsylvania
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.8M
3
GAM
Gotham Asset Management
New York
-$19.4M
4
GC
Guggenheim Capital
Illinois
-$10.2M
5
Bank of America
Bank of America
North Carolina
-$7.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
Teachers Advisors
New York
$2.77M -$751 -25 -0%
Morgan Stanley
77
Morgan Stanley
New York
$2.76M -$5.94M -197,693 -70%
BPIM
78
Brant Point Investment Management
New York
$2.67M -$2.03M -67,500 -46%
Millennium Management
79
Millennium Management
New York
$2.61M -$4.1M -136,534 -63%
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.57M – – –
AIC
81
Aurora Investment Counsel
Georgia
$2.49M +$2.25M +75,018 New
IGIM
82
I.G. Investment Management
Manitoba, Canada
$2.41M +$109K +3,635 +5%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$2.32M -$80.3K -2,670 -4%
AIS
84
AlphaOne Investment Services
Pennsylvania
$2.28M -$2.35M -78,055 -53%
PPA
85
Parametric Portfolio Associates
Washington
$2.18M +$181K +6,031 +10%
Invesco
86
Invesco
Georgia
$2.09M -$6.28M -209,012 -77%
GC
87
Guggenheim Capital
Illinois
$2.05M -$10.2M -339,981 -85%
DC
88
Deere & Company
Illinois
$1.87M +$224K +7,462 +15%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$1.83M – – –
DCM
90
Dupont Capital Management
Delaware
$1.77M -$173K -5,746 -10%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$1.77M -$11K -367 -0.7%
Swiss National Bank
92
Swiss National Bank
Switzerland
$1.76M +$42.1K +1,400 +3%
ERSOT
93
Employees Retirement System of Texas
Texas
$1.73M – – –
SAG
94
Sterne Agee Group
Alabama
$1.7M +$1.54M +51,225 New
Citadel Advisors
95
Citadel Advisors
Florida
$1.69M +$655K +21,792 +75%
FIM
96
Frontier Investment Management
Texas
$1.66M +$301K +10,000 +25%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$1.65M +$1.11M +37,087 +291%
CS
98
Credit Suisse
Switzerland
$1.52M -$1.98M -65,720 -59%
MAA
99
Managed Account Advisors
New Jersey
$1.46M -$257K -8,554 -16%
VRS
100
Virginia Retirement Systems
Virginia
$1.42M +$1.29M +42,900 New
2 3
4
5 6

EFOR Hedge Fund Activity: Q4 2014 in Review

172 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2014, worth a combined $1.51B — up 23% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EFOR and 26 opened new positions — a net loss of 17 holders — while 73 trimmed existing stakes and 51 added.

The largest buyer was Daruma Capital Management, opening a new position worth an estimated $59.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.6M.

  • 172 institutional investors held Everforth Inc (EFOR) as of Q4 2014, down from 191 in Q3 2014.
  • Funds reported $1.51B of Everforth Inc stock for Q4 2014, up 23% quarter-over-quarter.
  • 26 funds opened new Everforth Inc positions in Q4 2014 and 43 closed out, a net change of -17 holders.
  • The largest Everforth Inc buyer in Q4 2014 was Daruma Capital Management, an estimated $59.5M added.
  • The largest Everforth Inc seller in Q4 2014 was T. Rowe Price Associates, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2014.