Everforth Inc
EFOR
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.
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: 4 → 6 (+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: 168 → 178 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.64M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$8.01M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.59M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$7.29M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29M |
| 2 |
CPM
Chesapeake Partners Management
Baltimore,
Maryland
|
-$12.3M |
| 3 |
Bank of New York Mellon
New York
|
-$9.85M |
| 4 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$9.67M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
176
Private Trust Company
Cleveland,
Ohio
| $3K | – | – | – |
|
|
PCM
177
Prelude Capital Management
New York
| $3K | +$3.1K | +100 | New |
|
178
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1.18K | -$29.9K | -964 | -3% |
|
|
CM
179
Castleark Management
Chicago,
Illinois
| – | -$5.4M | -202,183 | Closed |
|
|
DCM
180
Decade Capital Management
New York
| – | -$1.6M | -60,000 | Closed |
|
181
Millennium Management
New York
| – | -$874K | -32,701 | Closed |
|
182
Calamos Advisors
Naperville,
Illinois
| – | -$743K | -27,800 | Closed |
|
|
LI
183
LMCG Investments
Boston,
Massachusetts
| – | -$546K | -20,431 | Closed |
|
|
EMG
184
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$232K | -8,700 | Closed |
|
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.