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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
FG
101
Formula Growth
Quebec, Canada
$2.52M +$2.45M +56,143 New
PPA
102
Parametric Portfolio Associates
Washington
$2.38M +$57.6K +1,317 +3%
BG
103
BlackRock Group
United Kingdom
$2.35M +$107K +2,446 +5%
William Blair & Company
104
William Blair & Company
Illinois
$2.33M -$580K -13,278 -20%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$2.3M +$219K +5,012 +11%
IG
106
ING Group
Netherlands
$2.23M -$3.89M -88,879 -64%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$2.19M +$61.2K +1,400 +3%
MAG
108
Millrace Asset Group
Pennsylvania
$2.08M +$2.02M +46,304 New
Fiera Capital (Canada)
109
Fiera Capital (Canada)
Quebec, Canada
$1.92M +$74.3K +1,700 +4%
ZIM
110
Zacks Investment Management
Illinois
$1.86M -$153K -3,503 -8%
RJA
111
Raymond James & Associates
Florida
$1.81M +$357K +8,167 +25%
FIM
112
Frontier Investment Management
Texas
$1.78M -$452K -10,330 -21%
TPSF
113
Texas Permanent School Fund
Texas
$1.77M +$9.05K +207 +0.5%
SBIA
114
Sheaff Brock Investment Advisors
Indiana
$1.7M +$1.65M +37,856 New
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$1.66M +$1.62M +37,000 New
AIG
116
American International Group
New York
$1.65M +$17.3K +396 +1%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$1.61M
HMS
118
Hanseatic Management Services
New Mexico
$1.6M +$1.55M +35,510 New
UBS AM
119
UBS AM
Illinois
$1.59M -$52K -1,189 -3%
PP
120
PDT Partners
New York
$1.56M +$1.52M +34,665 New
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M -$813K -18,600 -36%
Two Sigma Investments
122
Two Sigma Investments
New York
$1.47M +$1.42M +32,599 New
Neuberger Berman Group
123
Neuberger Berman Group
New York
$1.45M +$1.41M +32,283 New
VRS
124
Virginia Retirement Systems
Virginia
$1.44M -$26.2K -600 -2%
CCG
125
Chatham Capital Group
Georgia
$1.35M -$43.7K -1,000 -3%

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.