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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
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$1.7M +$1.08M +23,247 +196%
TPSF
102
Texas Permanent School Fund
Texas
$1.7M -$20.8K -450 -1%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$1.7M – – –
FIM
104
Frontier Investment Management
Texas
$1.58M – – –
CCG
105
Chatham Capital Group
Georgia
$1.53M -$125K -2,689 -8%
PCM
106
Piermont Capital Management
Missouri
$1.51M – – –
First Trust Advisors
107
First Trust Advisors
Illinois
$1.5M -$42.8K -923 -3%
AIG
108
American International Group
New York
$1.5M -$282K -6,098 -17%
UBS AM
109
UBS AM
Illinois
$1.47M +$399K +8,623 +40%
GA
110
Geneva Advisors
Illinois
$1.45M +$84.6K +1,826 +7%
Barclays
111
Barclays
United Kingdom
$1.43M +$10.7K +231 +0.8%
SCM
112
Suffolk Capital Management
New York
$1.4M -$194K -4,186 -13%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.35M -$2.68M -57,765 -67%
LWIC
114
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.33M +$1.27M +27,393 New
ASRS
115
Arizona State Retirement System
Arizona
$1.22M +$9.27K +200 +0.8%
BUB
116
BBVA USA Bancshares
Texas
$1.21M +$9.78K +211 +0.9%
CIP
117
Convergence Investment Partners
Florida
$1.07M +$1.02M +21,956 New
BC
118
Brinker Capital
Pennsylvania
$963K +$562K +12,133 +157%
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$956K +$4.63K +100 +0.5%
Rafferty Asset Management
120
Rafferty Asset Management
New York
$909K +$868K +18,729 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$893K +$12.2K +264 +1%
BA
122
Boston Advisors
Massachusetts
$893K +$853K +18,405 New
ECM
123
ETrade Capital Management
Virginia
$845K -$42.2K -910 -5%
MERSOM
124
Municipal Employees' Retirement System of Michigan
Michigan
$693K -$1.85K -40 -0.3%
TI
125
Trexquant Investment
Connecticut
$688K +$656K +14,171 New
3 4
5
6 7

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.