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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
GCP
126
GSA Capital Partners
United Kingdom
$523K +$496K +13,619 New
AA
127
ALPS Advisors
Colorado
$522K +$495K +13,600 New
PI
128
PineBridge Investments
New York
$457K +$46.7K +1,283 +12%
3NC
129
300 North Capital
California
$455K +$54.6K +1,500 +14%
GH
130
GAM Holding
Switzerland
$453K
ProShare Advisors
131
ProShare Advisors
Maryland
$451K -$41.2K -1,132 -9%
HIM
132
Hillsdale Investment Management
Ontario, Canada
$434K
SFP
133
Santa Fe Partners
New Mexico
$391K -$96.1K -2,639 -21%
Legal & General Group
134
Legal & General Group
United Kingdom
$391K +$86.9K +2,386 +31%
PP
135
PDT Partners
New York
$374K +$356K +9,758 New
PPCM
136
Pillar Pacific Capital Management
California
$368K
M&T Bank
137
M&T Bank
New York
$357K +$7.91K +217 +2%
MERSOM
138
Municipal Employees' Retirement System of Michigan
Michigan
$341K -$109K -3,000 -25%
CIM
139
CIM Investment Management
Pennsylvania
$341K
AG
140
Aperio Group
California
$331K +$314K +8,625 New
SCA
141
Secor Capital Advisors
New York
$330K +$314K +8,608 New
FMWA
142
Forvis Mazars Wealth Advisors
Missouri
$326K +$310K +8,500 New
Point72 Asset Management
143
Point72 Asset Management
Connecticut
$295K -$929K -25,500 -77%
NI
144
Numeric Investors
Massachusetts
$265K +$251K +6,900 New
AFG
145
Albion Financial Group
Utah
$260K +$546 +15 +0.2%
DTL
146
Dynamic Technology Lab
Singapore
$255K +$242K +6,655 New
Squarepoint
147
Squarepoint
New York
$238K +$226K +6,200 New
OAM
148
Origin Asset Management
United Kingdom
$237K
MSA
149
Mason Street Advisors
Wisconsin
$236K -$6.29M -172,518 -97%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$219K +$208K +5,702 New

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.