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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
PAM
151
Princeton Alpha Management
New Jersey
$216K +$205K +5,624 New
Citigroup
152
Citigroup
New York
$203K -$605K -16,613 -76%
AB
153
Amalgamated Bank
New York
$203K +$192K +5,283 New
BF
154
BOK Financial
Oklahoma
$202K +$192K +5,267 New
Group One Trading
155
Group One Trading
Illinois
$173K +$164K +4,507 New
US Bancorp
156
US Bancorp
Minnesota
$149K -$8.27K -227 -6%
Canada Life
157
Canada Life
Manitoba, Canada
$144K
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
FMT
159
First Mercantile Trust
Tennessee
$99K +$93.6K +2,570 New
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$92K +$66.4K +1,822 +305%
TRCT
161
Tower Research Capital (TRC)
New York
$89K +$84.7K +2,326 New
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K +$15.3K +419 +29%
MI
163
Markston International
New York
$65K
QT
164
Quantbot Technologies
New York
$59K +$56.7K +1,557 New
BlackRock
165
BlackRock
New York
$57K
SO
166
STRS Ohio
Ohio
$57K +$54.6K +1,500 New
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$55K -$984 -27 -2%
Parallax Volatility Advisers
168
Parallax Volatility Advisers
California
$52K -$156K -4,269 -76%
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$49.5K +$47K +1,291 New
DSC
170
Duncker Streett & Co
Missouri
$38K
TSW
171
Thompson Siegel & Walmsley
Virginia
$27K
BRWM
172
B. Riley Wealth Management
Tennessee
$19K -$14.6K -400 -44%
EWM
173
Evercore Wealth Management
New York
$9K +$8.74K +240 New
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$7K +$6.89K +189 New
GT
175
Glenmede Trust
Pennsylvania
$4K -$241K -6,603 -98%

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.