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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
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$3.58M +$60.8K +1,600 +2%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$3.48M -$3.8K -100 -0.1%
AllianceBernstein
78
AllianceBernstein
Tennessee
$3.45M +$26.2K +690 +0.7%
NFA
79
Nationwide Fund Advisors
Ohio
$3.41M +$38.3K +1,009 +1%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$3.38M -$85.5K -2,252 -2%
ACM
81
Argent Capital Management
Missouri
$3.14M +$1.34M +35,235 +71%
Arrowstreet Capital
82
Arrowstreet Capital
Massachusetts
$2.97M +$2.59M +68,300 +555%
Morgan Stanley
83
Morgan Stanley
New York
$2.82M -$7.3M -192,255 -72%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$2.82M +$92.2K +2,427 +3%
LH
85
Lebenthal Holdings
New York
$2.56M -$65.2K -1,716 -2%
First Trust Advisors
86
First Trust Advisors
Illinois
$2.51M -$172K -4,540 -6%
FA
87
Friess Associates
Delaware
$2.46M +$2.53M +66,600 New
William Blair & Company
88
William Blair & Company
Illinois
$2.4M +$151K +3,977 +7%
IGIM
89
I.G. Investment Management
Manitoba, Canada
$2.39M +$26.2K +690 +1%
SIA
90
Sit Investment Associates
Minnesota
$2.36M
Renaissance Technologies
91
Renaissance Technologies
New York
$2.32M -$3.68M -96,800 -61%
Swiss National Bank
92
Swiss National Bank
Switzerland
$2.22M +$277K +7,300 +14%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$2.09M +$83.6K +2,200 +4%
Public Sector Pension Investment Board (PSP Investments)
94
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.92M -$748K -19,700 -27%
PPA
95
Parametric Portfolio Associates
Washington
$1.9M -$72.6K -1,912 -4%
GAM
96
Gotham Asset Management
New York
$1.89M -$304K -8,004 -14%
FIM
97
Frontier Investment Management
Texas
$1.84M +$380K +10,000 +25%
BG
98
BlackRock Group
United Kingdom
$1.84M -$67K -1,765 -3%
MVM
99
McClain Value Management
Connecticut
$1.78M -$2.38M -62,688 -57%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$1.74M -$3.29M -86,703 -65%

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.