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EFOR

Everforth Inc

221 hedge funds and large institutions have $1.81B invested in Everforth Inc in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,351% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $328K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

8% more funds holding

Funds holding: 204221 (+17)

1.31% more ownership

Funds ownership: 90.67%91.98% (+1.3%)

3% more capital invested

Capital invested by funds: $1.77B → $1.81B (+$44.7M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
34
Increased
83
Reduced
73
Closed
15
Calls
$14.6M
Puts
$328K
Net Calls
+$14.3M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MVM
101
McClain Value Management
Connecticut
$1.86M -$128K -3,471 -6%
DIA
102
Dana Investment Advisors
Wisconsin
$1.83M +$1.82M +49,419 New
TAM
103
Tocqueville Asset Management
New York
$1.82M
RJA
104
Raymond James & Associates
Florida
$1.72M +$91.8K +2,494 +6%
FG
105
Formula Growth
Quebec, Canada
$1.71M -$368K -10,000 -18%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$1.58M -$26.3K -716 -2%
BC
107
Barnett & Company
Tennessee
$1.45M +$143K +3,900 +11%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.4M
AIG
109
American International Group
New York
$1.38M -$36.3K -986 -3%
TPSF
110
Texas Permanent School Fund
Texas
$1.36M -$54.9K -1,493 -4%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$1.34M
AQR Capital Management
112
AQR Capital Management
Connecticut
$1.27M -$461K -12,526 -27%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M +$8.57K +233 +0.7%
William Blair & Company
114
William Blair & Company
Illinois
$1.24M -$853K -23,177 -41%
Public Sector Pension Investment Board (PSP Investments)
115
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.24M
FIM
116
Frontier Investment Management
Texas
$1.21M
UBS AM
117
UBS AM
Illinois
$1.12M +$262K +7,118 +31%
CCG
118
Chatham Capital Group
Georgia
$1.11M
GA
119
Geneva Advisors
Illinois
$980K +$44K +1,196 +5%
GAM
120
Gotham Asset Management
New York
$966K -$228K -6,210 -19%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$922K +$218K +5,922 +31%
ASRS
122
Arizona State Retirement System
Arizona
$921K +$14.7K +400 +2%
Hudson Bay Capital Management
123
Hudson Bay Capital Management
Connecticut
$916K +$912K +24,800 New
HI
124
HBK Investments
Texas
$913K -$199K -5,407 -18%
Citadel Advisors
125
Citadel Advisors
Florida
$811K -$2.88M -78,151 -78%

EFOR Hedge Fund Activity: Q2 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2016, worth a combined $1.81B — up 2.5% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EFOR positions and 15 closed out — a net gain of 19 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was Macquarie Group, adding an estimated $33.5M. The largest seller was Frontier Capital Management, cutting an estimated $14.1M.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q2 2016, up from 204 in Q1 2016.
  • Funds reported $1.81B of Everforth Inc stock for Q2 2016, up 2.5% quarter-over-quarter.
  • 34 funds opened new Everforth Inc positions in Q2 2016 and 15 closed out, a net change of +19 holders.
  • The largest Everforth Inc buyer in Q2 2016 was Macquarie Group, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q2 2016 was Frontier Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2016.