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EFOR

Everforth Inc

178 hedge funds and large institutions have $1.52B invested in Everforth Inc in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 58

25% more capital invested

Capital invested by funds: $1.22B → $1.52B (+$302M)

6% more funds holding

Funds holding: 168178 (+10)

0.87% less ownership

Funds ownership: 87.06%86.19% (-0.87%)

53% less call options, than puts

Call options by funds: $742K | Put options by funds: $1.57M

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
5.77%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
17
Increased
81
Reduced
58
Closed
6
Calls
$742K
Puts
$1.57M
Net Calls
-$829K
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$274K +$257K +8,299 New
AA
152
ALPS Advisors
Colorado
$252K +$236K +7,624 New
BRM
153
Boston Research & Management
Massachusetts
$246K +$232K +7,482 New
GVT
154
Genesee Valley Trust
New York
$241K +$226K +7,300 New
MTIP
155
Magee Thomson Investment Partners
California
$229K -$83.7K -2,700 -28%
AFG
156
Albion Financial Group
Utah
$224K -$208K -6,725 -50%
JG
157
Jefferies Group
New York
$218K +$204K +6,592 New
OAM
158
Origin Asset Management
United Kingdom
$203K +$191K +6,165 New
AAM
159
Advisors Asset Management
Colorado
$199K +$44.8K +1,446 +32%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$191K +$85.4K +2,755 +91%
PI
161
PineBridge Investments
New York
$170K +$1.24K +40 +0.8%
TRCT
162
Tower Research Capital (TRC)
New York
$115K +$59.4K +1,916 +123%
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
TSW
164
Thompson Siegel & Walmsley
Virginia
$89K
Group One Trading
165
Group One Trading
Illinois
$72K +$45.5K +1,466 +201%
MI
166
Markston International
New York
$56K
Citigroup
167
Citigroup
New York
$48K +$29.7K +959 +191%
US Bancorp
168
US Bancorp
Minnesota
$40K
BlackRock
169
BlackRock
New York
$37K
CCM
170
Credo Capital Management
Maryland
$28K
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$12K
Parallax Volatility Advisers
172
Parallax Volatility Advisers
California
$8K +$7.25K +234 New
RIA
173
Regal Investment Advisors
Michigan
$7K +$6.2K +200 New
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
NES
175
New England Securities
New York
$5K

EFOR Hedge Fund Activity: Q3 2013 in Review

178 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2013, worth a combined $1.52B — up 25% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EFOR positions and 6 closed out — a net gain of 11 holders — while 81 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.64M. The largest seller was Bank of America, cutting an estimated $29M.

  • 178 institutional investors held Everforth Inc (EFOR) as of Q3 2013, up from 168 in Q2 2013.
  • Funds reported $1.52B of Everforth Inc stock for Q3 2013, up 25% quarter-over-quarter.
  • 17 funds opened new Everforth Inc positions in Q3 2013 and 6 closed out, a net change of +11 holders.
  • The largest Everforth Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $9.64M added.
  • The largest Everforth Inc seller in Q3 2013 was Bank of America, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2013.