We are live on ! Find out more
EFOR

Everforth Inc

183 hedge funds and large institutions have $1.74B invested in Everforth Inc in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $1.51B → $1.74B (+$221M)

6% more funds holding

Funds holding: 172183 (+11)

6% more call options, than puts

Call options by funds: $8.28M | Put options by funds: $7.83M

0.67% more ownership

Funds ownership: 87.2%87.87% (+0.67%)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
4.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
29
Increased
66
Reduced
66
Closed
15
Calls
$8.28M
Puts
$7.83M
Net Calls
+$445K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
101
Palo Capital
California
$1.55M -$57.2K -1,570 -4%
AIG
102
American International Group
New York
$1.53M +$5.32K +146 +0.4%
VRS
103
Virginia Retirement Systems
Virginia
$1.48M -$160K -4,400 -10%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$1.41M -$21.9K -600 -2%
First Trust Advisors
105
First Trust Advisors
Illinois
$1.37M +$1.3M +35,762 New
CSS
106
Cubist Systematic Strategies
Connecticut
$1.3M +$1.15M +31,535 +1,408%
JP Morgan Chase
107
JP Morgan Chase
New York
$1.29M -$49.9K -1,369 -4%
CCG
108
Chatham Capital Group
Georgia
$1.2M +$29.1K +800 +3%
PP
109
Paloma Partners
Connecticut
$1.16M +$317K +8,711 +40%
CAM
110
Capstone Asset Management
Texas
$1.12M +$3.28K +90 +0.3%
OA
111
OFI Advisors
Pennsylvania
$1.04M -$14.9K -409 -1%
SEI Investments
112
SEI Investments
Pennsylvania
$840K +$82.4K +2,262 +12%
UBS AM
113
UBS AM
Illinois
$829K +$36.4K +1,000 +5%
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
$812K +$279K +7,650 +57%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$779K -$51K -1,400 -6%
HW
116
Hancock Whitney
Mississippi
$739K -$59.6K -1,635 -8%
GPC
117
Glacier Peak Capital
Washington
$729K -$457K -12,551 -40%
KBC Group
118
KBC Group
Belgium
$715K -$470K -12,899 -41%
ZIM
119
Zacks Investment Management
Illinois
$684K -$226K -6,190 -26%
PAM
120
Panagora Asset Management
Massachusetts
$649K -$7.42M -203,711 -92%
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
$635K +$44.8K +1,230 +8%
PA
122
Profund Advisors
Maryland
$581K +$234K +6,426 +74%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$546K +$518K +14,220 +284,400%
GA
124
Geneva Advisors
Illinois
$543K +$70.9K +1,945 +16%
FSA
125
Franklin Street Advisors
North Carolina
$541K +$56.5K +1,550 +12%

EFOR Hedge Fund Activity: Q1 2015 in Review

183 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2015, worth a combined $1.74B — up 15% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EFOR positions and 15 closed out — a net gain of 14 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was TimesSquare Capital Management, cutting an estimated $18.8M.

  • 183 institutional investors held Everforth Inc (EFOR) as of Q1 2015, up from 172 in Q4 2014.
  • Funds reported $1.74B of Everforth Inc stock for Q1 2015, up 15% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2015 and 15 closed out, a net change of +14 holders.
  • The largest Everforth Inc buyer in Q1 2015 was Goldman Sachs, an estimated $12M added.
  • The largest Everforth Inc seller in Q1 2015 was TimesSquare Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2015.