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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
AFG
151
Albion Financial Group
Utah
$255K
KBC Group
152
KBC Group
Belgium
$251K -$291K -7,663 -53%
Allianz Asset Management
153
Allianz Asset Management
Germany
$241K +$248K +6,532 New
FA
154
FDx Advisors
Illinois
$235K +$242K +6,376 New
LCM
155
Laurion Capital Management
New York
$225K +$232K +6,100 New
PI
156
PineBridge Investments
New York
$219K +$21.4K +563 +10%
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
$216K +$223K +5,860 New
ProShare Advisors
158
ProShare Advisors
Maryland
$215K -$59.1K -1,555 -21%
US Bancorp
159
US Bancorp
Minnesota
$213K +$25.4K +669 +13%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$210K +$147K +3,871 +211%
AB
161
Amalgamated Bank
New York
$200K +$2.7K +71 +1%
BF
162
BOK Financial
Oklahoma
$147K -$45.2K -1,191 -23%
WEC
163
Winslow Evans & Crocker
Massachusetts
$140K +$144K +3,800 New
Canada Life
164
Canada Life
Manitoba, Canada
$139K
FMT
165
First Mercantile Trust
Tennessee
$139K +$25.1K +660 +21%
CF
166
CenterStar Fund
Illinois
$126K
Victory Capital Management
167
Victory Capital Management
Texas
$125K +$29.2K +768 +29%
RCM
168
Riverhead Capital Management
Delaware
$122K +$125K +3,300 New
LWCFA
169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K
CSS
170
Cubist Systematic Strategies
Connecticut
$92K -$89.7K -2,361 -49%
SO
171
STRS Ohio
Ohio
$92K +$38K +1,000 +67%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$74K -$722 -19 -0.9%
MI
173
Markston International
New York
$63K
HNB
174
Huntington National Bank
Ohio
$63K +$24.6K +649 +61%
LIA
175
LS Investment Advisors
Michigan
$58K

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.