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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
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$787K +$3.68K +100 +0.5%
Fiera Capital (Canada)
127
Fiera Capital (Canada)
Quebec, Canada
$765K -$1.05M -28,500 -58%
BUB
128
BBVA USA Bancshares
Texas
$753K +$103K +2,805 +16%
First Trust Advisors
129
First Trust Advisors
Illinois
$746K -$1.02M -27,813 -58%
ECM
130
ETrade Capital Management
Virginia
$709K +$706K +19,195 New
CAM
131
Capstone Asset Management
Texas
$702K +$72.9K +1,980 +12%
Tudor Investment Corp
132
Tudor Investment Corp
Connecticut
$654K +$74.6K +2,028 +13%
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$646K
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$646K +$326K +8,871 +103%
HighTower Advisors
135
HighTower Advisors
Illinois
$640K +$639K +17,372 New
RCM
136
Riverhead Capital Management
Delaware
$639K +$323K +8,767 +87%
Nordea Investment Management
137
Nordea Investment Management
Sweden
$624K +$445K +12,091 +251%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$563K +$143K +3,883 +34%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$563K +$304K +8,253 +118%
AWCI
140
Alpine Woods Capital Investors
New York
$554K
HEIP
141
Hudson Edge Investment Partners
New Jersey
$554K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$547K +$544K +14,793 New
1GA
143
1st Global Advisors
Texas
$534K +$106K +2,884 +25%
CIC
144
Cornercap Investment Counsel
Georgia
$526K
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$500K +$10.3K +280 +2%
CIM
146
CIM Investment Management
Pennsylvania
$476K +$47.8K +1,300 +11%
VRS
147
Virginia Retirement Systems
Virginia
$466K +$464K +12,600 New
Allianz Asset Management
148
Allianz Asset Management
Germany
$447K -$6.56M -178,193 -94%
AG
149
Aperio Group
California
$409K +$6.55K +178 +2%
Legal & General Group
150
Legal & General Group
United Kingdom
$398K

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.