We are live on ! Find out more
EFOR

Everforth Inc
EFOR

172 hedge funds and large institutions have $1.51B invested in Everforth Inc in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $499K | Put options by funds: $219K

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

23% more capital invested

Capital invested by funds: $1.23B → $1.51B (+$284M)

3.01% more ownership

Funds ownership: 84.18% → 87.2% (+3%)

10% less funds holding

Funds holding: 191 → 172 (-19)

30% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 73

40% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 43

Holders
172
Holders Change
-19
Holders Change %
-9.95%
% of All Funds
4.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
26
Increased
51
Reduced
73
Closed
43
Calls
$499K
Puts
$219K
Net Calls
+$280K
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
DCM
Daruma Capital Management
New York
+$59.5M
2
O
OppenheimerFunds
New York
+$16.3M
3
MPMG
Minneapolis Portfolio Management Group
Minnesota
+$14.5M
4
CIP
Chartwell Investment Partners
Pennsylvania
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.8M
3
GAM
Gotham Asset Management
New York
-$19.4M
4
GC
Guggenheim Capital
Illinois
-$10.2M
5
Bank of America
Bank of America
North Carolina
-$7.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
176
D.E. Shaw & Co
New York
– -$2.3M -85,781 Closed
PAAMCP
177
Pacific Alternative Asset Management Company (PAAMCO)
California
– -$2.22M -82,554 Closed
TC
178
TFS Capital
Pennsylvania
– -$2.11M -78,527 Closed
AGAM
179
Avalon Global Asset Management
California
– -$2.01M -75,000 Closed
WA
180
Whitebox Advisors
Minnesota
– -$1.88M -69,926 Closed
WSA
181
Wall Street Associates
California
– -$1.73M -64,596 Closed
OAM
182
Oberweis Asset Management
Illinois
– -$1.47M -54,782 Closed
Two Sigma Investments
183
Two Sigma Investments
New York
– -$1.23M -45,829 Closed
First Trust Advisors
184
First Trust Advisors
Illinois
– -$1.17M -43,532 Closed
HHC
185
Hutchin Hill Capital
New York
– -$1.13M -42,000 Closed
BMCMI
186
Bryn Mawr Capital Management Inc
Pennsylvania
– -$721K -26,856 Closed
TCM
187
Tygh Capital Management
Oregon
– -$684K -25,471 Closed
RFC
188
Regions Financial Corp
Alabama
– -$668K -24,887 Closed
SB
189
Suntrust Banks
Georgia
– -$625K -23,311 Closed
NI
190
Numeric Investors
Massachusetts
– -$618K -23,000 Closed
DTL
191
Dynamic Technology Lab
Singapore
– -$535K -19,912 Closed
HCM
192
Highbridge Capital Management
New York
– -$411K -15,319 Closed
Two Sigma Advisers
193
Two Sigma Advisers
New York
– -$383K -14,257 Closed
Marshall Wace
194
Marshall Wace
United Kingdom
– -$369K -13,759 Closed
CG
195
Clinton Group
New York
– -$283K -10,530 Closed
SC
196
Sumit Capital
New York
– -$282K -10,508 Closed
PAM
197
Paradigm Asset Management
New York
– -$258K -9,600 Closed
CI
198
Cowen Inc
New York
– -$244K -9,100 Closed
CC
199
Cipher Capital
New York
– -$241K -8,987 Closed
AL
200
Airain Ltd
Guernsey
– -$236K -8,791 Closed
5 6 7
8
9

EFOR Hedge Fund Activity: Q4 2014 in Review

172 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2014, worth a combined $1.51B — up 23% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EFOR and 26 opened new positions — a net loss of 17 holders — while 73 trimmed existing stakes and 51 added.

The largest buyer was Daruma Capital Management, opening a new position worth an estimated $59.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.6M.

  • 172 institutional investors held Everforth Inc (EFOR) as of Q4 2014, down from 191 in Q3 2014.
  • Funds reported $1.51B of Everforth Inc stock for Q4 2014, up 23% quarter-over-quarter.
  • 26 funds opened new Everforth Inc positions in Q4 2014 and 43 closed out, a net change of -17 holders.
  • The largest Everforth Inc buyer in Q4 2014 was Daruma Capital Management, an estimated $59.5M added.
  • The largest Everforth Inc seller in Q4 2014 was T. Rowe Price Associates, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2014.