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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
JG
126
Jefferies Group
New York
$648K +$667K +17,558 New
GLA
127
Great Lakes Advisors
Illinois
$645K +$664K +17,476 New
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$628K +$496K +13,072 +332%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$563K -$987 -26 -0.2%
HIS
130
Horizon Investment Services
Indiana
$555K +$571K +15,041 New
AWCI
131
Alpine Woods Capital Investors
New York
$554K +$190K +5,000 +50%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$548K -$13.5M -356,160 -96%
GS
133
GAM Systematic
United Kingdom
$530K +$545K +14,353 New
HI
134
HBK Investments
Texas
$485K -$337K -8,863 -40%
GH
135
GAM Holding
Switzerland
$435K
QI
136
Quotient Investors
New York
$428K -$129K -3,393 -23%
FSA
137
Franklin Street Advisors
North Carolina
$423K -$24.7K -650 -5%
Group One Trading
138
Group One Trading
Illinois
$412K +$287K +7,567 +210%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$396K +$221K +5,811 +118%
CIA
140
Choate Investment Advisors
Massachusetts
$375K +$386K +10,165 New
BUB
141
BBVA USA Bancshares
Texas
$375K +$69.2K +1,823 +22%
CIM
142
CIM Investment Management
Pennsylvania
$372K +$45.8K +1,206 +14%
Legal & General Group
143
Legal & General Group
United Kingdom
$369K
PPCM
144
Pillar Pacific Capital Management
California
$354K
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$338K +$11.8K +310 +4%
AG
146
Aperio Group
California
$336K +$12.8K +337 +4%
GCP
147
GSA Capital Partners
United Kingdom
$309K -$218K -5,753 -41%
AQR Capital Management
148
AQR Capital Management
Connecticut
$307K +$316K +8,317 New
PA
149
Profund Advisors
Maryland
$281K -$160K -4,200 -36%
MSA
150
Mason Street Advisors
Wisconsin
$258K +$20.9K +549 +9%

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.