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EFOR

Everforth Inc

225 hedge funds and large institutions have $2.14B invested in Everforth Inc in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $1.78B → $2.14B (+$363M)

18% more funds holding

Funds holding: 190225 (+35)

1% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 79

1.27% less ownership

Funds ownership: 91.52%90.25% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

52% less call options, than puts

Call options by funds: $171K | Put options by funds: $354K

Holders
225
Holders Change
+35
Holders Change %
+18.42%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
47
Increased
78
Reduced
79
Closed
11
Calls
$171K
Puts
$354K
Net Calls
-$183K
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$4.91M -$1.32M -30,140 -22%
NFA
77
Nationwide Fund Advisors
Ohio
$4.89M +$717K +16,405 +18%
Point72 Asset Management
78
Point72 Asset Management
Connecticut
$4.57M -$5.46M -124,900 -55%
AII
79
AGF Investments Inc
Ontario, Canada
$4.49M
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$4.31M +$62.9K +1,439 +2%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$4.29M -$61.2K -1,400 -1%
AllianceBernstein
82
AllianceBernstein
Tennessee
$3.9M -$299K -6,840 -7%
ACM
83
Argent Capital Management
Missouri
$3.85M +$16.4K +375 +0.4%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$3.73M +$290K +6,630 +9%
Comerica Bank
85
Comerica Bank
Texas
$3.56M -$252K -5,769 -6%
GC
86
Guggenheim Capital
Illinois
$3.52M -$1.53M -35,002 -31%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$3.51M -$114K -2,600 -3%
TA
88
Teachers Advisors
New York
$3.43M -$13.4M -307,030 -80%
First Trust Advisors
89
First Trust Advisors
Illinois
$3.42M +$358K +8,186 +12%
EI
90
EAM Investors
California
$3.06M +$2.98M +68,190 New
JP Morgan Chase
91
JP Morgan Chase
New York
$3.01M -$6.16M -140,835 -68%
IGIM
92
I.G. Investment Management
Manitoba, Canada
$2.94M +$29.8K +681 +1%
HIS
93
Horizon Investment Services
Indiana
$2.92M +$2.18M +49,905 +332%
Citadel Advisors
94
Citadel Advisors
Florida
$2.9M +$2.82M +64,565 New
SIA
95
Sit Investment Associates
Minnesota
$2.87M
Swiss National Bank
96
Swiss National Bank
Switzerland
$2.75M +$39.3K +900 +1%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$2.69M -$1.38M -31,574 -35%
Millennium Management
98
Millennium Management
New York
$2.68M +$2.6M +59,533 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$2.54M
LH
100
Lebenthal Holdings
New York
$2.54M -$558K -12,776 -18%

EFOR Hedge Fund Activity: Q4 2015 in Review

225 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2015, worth a combined $2.14B — up 20% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFOR positions and 11 closed out — a net gain of 36 holders — while 78 added to existing stakes and 79 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $29.5M. The largest seller was Goldman Sachs, cutting an estimated $32.1M.

  • 225 institutional investors held Everforth Inc (EFOR) as of Q4 2015, up from 190 in Q3 2015.
  • Funds reported $2.14B of Everforth Inc stock for Q4 2015, up 20% quarter-over-quarter.
  • 47 funds opened new Everforth Inc positions in Q4 2015 and 11 closed out, a net change of +36 holders.
  • The largest Everforth Inc buyer in Q4 2015 was Lord, Abbett & Co, an estimated $29.5M added.
  • The largest Everforth Inc seller in Q4 2015 was Goldman Sachs, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2015.