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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
BlackRock
176
BlackRock
New York
$44K -$6.46K -170 -13%
TSW
177
Thompson Siegel & Walmsley
Virginia
$26K
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$18K +$11.1K +293 +155%
Simplex Trading
179
Simplex Trading
Illinois
$12K +$12.7K +335 New
W
180
Wealthfront
California
$11K +$6.04K +159 +107%
IRS
181
Invictus RG (Singapore)
Singapore
$11K +$11.2K +295 New
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$10K +$10.8K +284 New
Creative Planning
183
Creative Planning
Kansas
$7K +$7.6K +200 New
NSIM
184
North Star Investment Management
Illinois
$7K +$7.6K +200 New
GT
185
Glenmede Trust
Pennsylvania
$6K
SIM
186
Sonora Investment Management
Arizona
$6K +$6.57K +173 New
BCM
187
Brookstone Capital Management
Illinois
$5K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$5K +$1.78K +47 +56%
GAM
189
Gemmer Asset Management
California
$3K
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$2K +$1.06K +28 +187%
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24K +$32.4K +853 +3%
Millennium Management
192
Millennium Management
New York
-$9.71M -247,113 Closed
OAM
193
Oxford Asset Management
United Kingdom
-$9.46M -240,702 Closed
AAMU
194
Amundi Asset Management US
Massachusetts
-$4.93M -125,548 Closed
HCM
195
Highbridge Capital Management
New York
-$3.18M -80,914 Closed
AP
196
AHL Partners
United Kingdom
-$2.55M -64,864 Closed
TI
197
Trexquant Investment
Connecticut
-$2.15M -54,800 Closed
Neuberger Berman Group
198
Neuberger Berman Group
New York
-$1.55M -39,600 Closed
State of Tennessee, Department of Treasury
199
State of Tennessee, Department of Treasury
Tennessee
-$1.4M -35,700 Closed
EMG
200
Ellington Management Group
Connecticut
-$1.2M -30,600 Closed

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.