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EFOR

Everforth Inc
EFOR

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: 4 → 7 (+3)

10% more capital invested

Capital invested by funds: $2.12B → $2.34B (+$215M)

7% more funds holding

Funds holding: 207 → 221 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$273M
2
Citadel Advisors
Citadel Advisors
Florida
+$32.4M
3
RHJA
Rice Hall James & Associates
California
+$25.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15.5M
5
CCI
Columbus Circle Investors
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
IGM
Incline Global Management
New York
-$27.9M
2
Wells Fargo
Wells Fargo
California
-$17.5M
3
O
OppenheimerFunds
New York
-$15.9M
4
KCM
Kennedy Capital Management
Missouri
-$10.5M
5
TCM
Tensile Capital Management
California
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$4M -$380K -8,200 -9%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$3.45M -$3.71K -80 -0.1%
UBS Group
78
UBS Group
Switzerland
$3.41M +$127K +2,737 +4%
Canada Life
79
Canada Life
Manitoba, Canada
$3.31M +$171K +3,699 +6%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$3.25M +$3.1M +67,006 New
NCGI
81
Next Century Growth Investors
Minnesota
$3.09M -$4M -86,377 -58%
CS
82
Credit Suisse
Switzerland
$2.78M -$564K -12,174 -18%
SEI Investments
83
SEI Investments
Pennsylvania
$2.77M +$1.1M +23,761 +71%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$2.7M – – –
NFA
85
Nationwide Fund Advisors
Ohio
$2.56M -$89.5K -1,931 -4%
LAM
86
Lebenthal Asset Management
New York
$2.5M -$315K -6,792 -12%
RJA
87
Raymond James & Associates
Florida
$2.44M +$232K +5,018 +11%
SIA
88
Sit Investment Associates
Minnesota
$2.4M -$484K -10,450 -17%
CCM
89
Century Capital Management
Massachusetts
$2.39M -$1.67M -35,970 -42%
William Blair & Company
90
William Blair & Company
Illinois
$2.38M +$493K +10,636 +28%
DIA
91
Dana Investment Advisors
Wisconsin
$2.37M -$72.7K -1,570 -3%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$2.25M +$323K +6,980 +18%
Citigroup
93
Citigroup
New York
$2.13M -$2.31M -49,871 -53%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.02M +$4.72K +102 +0.2%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.99M – – –
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$1.95M -$222K -4,802 -11%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.9M +$218K +4,700 +14%
BC
98
Barnett & Company
Tennessee
$1.84M -$55.6K -1,200 -3%
FG
99
Formula Growth
Quebec, Canada
$1.75M – – –
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M +$27.8K +600 +2%
2 3
4
5 6

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.