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EFOR

Everforth Inc

225 hedge funds and large institutions have $2.14B invested in Everforth Inc in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $1.78B → $2.14B (+$363M)

18% more funds holding

Funds holding: 190225 (+35)

1% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 79

1.27% less ownership

Funds ownership: 91.52%90.25% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

52% less call options, than puts

Call options by funds: $171K | Put options by funds: $354K

Holders
225
Holders Change
+35
Holders Change %
+18.42%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
47
Increased
78
Reduced
79
Closed
11
Calls
$171K
Puts
$354K
Net Calls
-$183K
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PineBridge Investments
New York
$287K +$19.6K +449 +8%
USAA
177
United Services Automobile Association
Texas
$281K +$274K +6,260 New
FA
178
FDx Advisors
Illinois
$269K -$17.5K -400 -6%
GS
179
GAM Systematic
United Kingdom
$266K -$369K -8,439 -59%
Jacobs Levy Equity Management
180
Jacobs Levy Equity Management
New Jersey
$263K
BCM
181
Bayesian Capital Management
New York
$248K +$241K +5,511 New
OC
182
Oppenheimer & Co
New York
$234K +$227K +5,202 New
1GA
183
1st Global Advisors
Texas
$226K +$220K +5,031 New
US Bancorp
184
US Bancorp
Minnesota
$223K -$34.4K -786 -14%
AB
185
Amalgamated Bank
New York
$223K -$19.8K -453 -8%
Los Angeles Capital Management
186
Los Angeles Capital Management
California
$212K +$206K +4,710 New
GVT
187
Genesee Valley Trust
New York
$211K +$205K +4,697 New
SO
188
STRS Ohio
Ohio
$197K +$83.1K +1,900 +76%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$196K -$58.3K -1,333 -23%
IMAS
190
ID Management A/S
Denmark
$193K +$188K +4,300 New
CSS
191
Cubist Systematic Strategies
Connecticut
$191K +$76.4K +1,748 +70%
PAM
192
Panagora Asset Management
Massachusetts
$187K -$655K -14,976 -78%
CF
193
CenterStar Fund
Illinois
$185K
FMT
194
First Mercantile Trust
Tennessee
$174K +$4.37K +100 +3%
Canada Life
195
Canada Life
Manitoba, Canada
$169K
Victory Capital Management
196
Victory Capital Management
Texas
$153K +$87 +2 +0.1%
BF
197
BOK Financial
Oklahoma
$148K -$28.9K -661 -17%
LWCFA
198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K
Simplex Trading
199
Simplex Trading
Illinois
$112K +$94.5K +2,162 +645%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$111K +$20.7K +474 +24%

EFOR Hedge Fund Activity: Q4 2015 in Review

225 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2015, worth a combined $2.14B — up 20% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFOR positions and 11 closed out — a net gain of 36 holders — while 78 added to existing stakes and 79 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $29.5M. The largest seller was Goldman Sachs, cutting an estimated $32.1M.

  • 225 institutional investors held Everforth Inc (EFOR) as of Q4 2015, up from 190 in Q3 2015.
  • Funds reported $2.14B of Everforth Inc stock for Q4 2015, up 20% quarter-over-quarter.
  • 47 funds opened new Everforth Inc positions in Q4 2015 and 11 closed out, a net change of +36 holders.
  • The largest Everforth Inc buyer in Q4 2015 was Lord, Abbett & Co, an estimated $29.5M added.
  • The largest Everforth Inc seller in Q4 2015 was Goldman Sachs, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2015.