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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
PC
126
Palo Capital
California
$1.26M -$276K -6,318 -18%
LCG
127
Lisanti Capital Growth
New York
$1.25M +$1.21M +27,758 New
GA
128
Geneva Advisors
Illinois
$1.2M -$275K -6,301 -19%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$1.17M +$394K +9,005 +53%
BC
130
Barnett & Company
Tennessee
$1.16M +$61.2K +1,400 +6%
CIC
131
Chase Investment Counsel
Virginia
$1.16M +$1.13M +25,745 New
BC
132
Beaconlight Capital
New York
$1.1M -$7.67M -175,471 -88%
ASRS
133
Arizona State Retirement System
Arizona
$1.06M +$39.3K +900 +4%
AQR Capital Management
134
AQR Capital Management
Connecticut
$1.06M +$669K +15,299 +184%
OAM
135
Oxford Asset Management
United Kingdom
$1.01M +$975K +22,301 New
AIA
136
Avalon Investment & Advisory
Texas
$971K +$944K +21,599 New
BA
137
BlackRock Advisors
Delaware
$968K -$447K -10,216 -32%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$944K +$4.37K +100 +0.5%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$898K -$474K -10,842 -35%
GLA
140
Great Lakes Advisors
Illinois
$875K +$86.8K +1,986 +11%
Citigroup
141
Citigroup
New York
$860K +$9.35K +214 +1%
CAM
142
Capstone Asset Management
Texas
$801K -$37.6K -860 -5%
SSWM
143
Sheets Smith Wealth Management
North Carolina
$792K +$770K +17,617 New
BLM
144
Bennett Lawrence Management
New York
$769K +$747K +17,100 New
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$760K +$73K +1,670 +11%
TI
146
Turner Investments
Pennsylvania
$742K +$721K +16,500 New
GCP
147
GSA Capital Partners
United Kingdom
$675K +$291K +6,653 +80%
AWCI
148
Alpine Woods Capital Investors
New York
$674K
T. Rowe Price Associates
149
T. Rowe Price Associates
Maryland
$673K +$5.68K +130 +0.9%
BUB
150
BBVA USA Bancshares
Texas
$628K +$166K +3,806 +37%

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.