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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$1.7M -$269K -7,077 -13%
ZIM
102
Zacks Investment Management
Illinois
$1.66M +$617K +16,237 +57%
SEI Investments
103
SEI Investments
Pennsylvania
$1.56M +$700K +18,441 +77%
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$1.51M +$1.56M +41,000 New
TPSF
105
Texas Permanent School Fund
Texas
$1.45M -$16.7K -441 -1%
UBS AM
106
UBS AM
Illinois
$1.35M +$468K +12,318 +51%
AIG
107
American International Group
New York
$1.34M +$11.6K +305 +0.8%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$1.32M -$29.8K -784 -2%
PC
109
Palo Capital
California
$1.27M -$517K -13,615 -28%
GA
110
Geneva Advisors
Illinois
$1.21M +$500K +13,167 +67%
VRS
111
Virginia Retirement Systems
Virginia
$1.21M -$213K -5,600 -15%
ARTA
112
A.R.T. Advisors
New York
$1.19M +$622K +16,365 +103%
RJA
113
Raymond James & Associates
Florida
$1.19M -$13.8K -364 -1%
BA
114
BlackRock Advisors
Delaware
$1.17M -$62.5K -1,646 -5%
CCG
115
Chatham Capital Group
Georgia
$1.15M -$11.4K -300 -1%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$1.14M -$378K -9,960 -24%
OA
117
OFI Advisors
Pennsylvania
$1.02M +$10.5K +276 +1%
Nomura Holdings
118
Nomura Holdings
Japan
$993K +$1.03M +27,077 New
BC
119
Barnett & Company
Tennessee
$899K -$43.7K -1,150 -5%
ASRS
120
Arizona State Retirement System
Arizona
$839K +$863K +22,726 New
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$771K +$11.4K +300 +1%
PAM
122
Panagora Asset Management
Massachusetts
$706K +$72.7K +1,915 +11%
GPC
123
Glacier Peak Capital
Washington
$701K
Citigroup
124
Citigroup
New York
$697K +$440K +11,586 +158%
CAM
125
Capstone Asset Management
Texas
$689K +$25.8K +680 +4%

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.