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EFOR

Everforth Inc
EFOR

221 hedge funds and large institutions have $2.34B invested in Everforth Inc in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

10% more capital invested

Capital invested by funds: $2.12B → $2.34B (+$215M)

7% more funds holding

Funds holding: 207 → 221 (+14)

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

0.73% more ownership

Funds ownership: 90.78% → 91.51% (+0.73%)

70% less call options, than puts

Call options by funds: $241K | Put options by funds: $792K

Holders
221
Holders Change
+14
Holders Change %
+6.76%
% of All Funds
5.5%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
37
Increased
79
Reduced
76
Closed
17
Calls
$241K
Puts
$792K
Net Calls
-$551K
Net Calls Change
-$387K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$273M
2
Citadel Advisors
Citadel Advisors
Florida
+$32.4M
3
RHJA
Rice Hall James & Associates
California
+$25.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15.5M
5
CCI
Columbus Circle Investors
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
IGM
Incline Global Management
New York
-$27.9M
2
Wells Fargo
Wells Fargo
California
-$17.5M
3
O
OppenheimerFunds
New York
-$15.9M
4
KCM
Kennedy Capital Management
Missouri
-$10.5M
5
TCM
Tensile Capital Management
California
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
151
Amalgamated Bank
New York
$325K -$417 -9 -0.1%
RFCA
152
R&F Capital Advisors
New York
$315K +$301K +6,492 New
PI
153
PineBridge Investments
New York
$306K +$3.66K +79 +1%
NIT
154
NumerixS Investment Technologies
British Columbia, Canada
$306K +$292K +6,300 New
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$304K +$290K +6,266 New
FMT
156
First Mercantile Trust
Tennessee
$301K +$130K +2,810 +83%
SIP
157
Stoneridge Investment Partners
Pennsylvania
$283K -$107K -2,313 -28%
Two Sigma Advisers
158
Two Sigma Advisers
New York
$279K +$267K +5,757 New
ARTA
159
A.R.T. Advisors
New York
$278K +$266K +5,740 New
N
160
Natixis
France
$262K +$695 +15 +0.3%
HCM
161
Highbridge Capital Management
New York
$262K +$250K +5,393 New
AIA
162
Affinity Investment Advisors
California
$260K +$248K +5,362 New
SOADOR
163
State of Alaska Department of Revenue
Alaska
$259K +$1.85K +40 +0.8%
IB
164
Intrust Bank
Kansas
$256K +$27.6K +595 +13%
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$254K +$242K +5,233 New
SCA
166
Secor Capital Advisors
New York
$243K +$232K +5,005 New
CSS
167
Cubist Systematic Strategies
Connecticut
$240K -$706K -15,250 -75%
SCM
168
Shelton Capital Management
Colorado
$219K +$209K +4,519 New
Victory Capital Management
169
Victory Capital Management
Texas
$215K +$26.9K +580 +15%
AIP
170
Ameritas Investment Partners
Nebraska
$213K +$204K +4,393 New
AI
171
Atria Investments
North Carolina
$211K +$201K +4,345 New
PAM
172
Panagora Asset Management
Massachusetts
$204K +$1.95K +42 +1%
US Bancorp
173
US Bancorp
Minnesota
$202K +$93 +2 +0%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$192K -$2.44M -52,699 -93%
WEC
175
Winslow Evans & Crocker
Massachusetts
$184K – – –
5 6
7
8 9

EFOR Hedge Fund Activity: Q1 2017 in Review

221 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2017, worth a combined $2.34B — up 10% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFOR positions and 17 closed out — a net gain of 20 holders — while 79 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $273M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.9M sold.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q1 2017, up from 207 in Q4 2016.
  • Funds reported $2.34B of Everforth Inc stock for Q1 2017, up 10% quarter-over-quarter.
  • 37 funds opened new Everforth Inc positions in Q1 2017 and 17 closed out, a net change of +20 holders.
  • The largest Everforth Inc buyer in Q1 2017 was BlackRock, an estimated $273M added.
  • The largest Everforth Inc seller in Q1 2017 was Incline Global Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2017.