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EFOR

Everforth Inc

221 hedge funds and large institutions have $1.81B invested in Everforth Inc in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,351% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $328K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

8% more funds holding

Funds holding: 204221 (+17)

1.31% more ownership

Funds ownership: 90.67%91.98% (+1.3%)

3% more capital invested

Capital invested by funds: $1.77B → $1.81B (+$44.7M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
34
Increased
83
Reduced
73
Closed
15
Calls
$14.6M
Puts
$328K
Net Calls
+$14.3M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
176
Amalgamated Bank
New York
$211K +$14.7K +400 +7%
Group One Trading
177
Group One Trading
Illinois
$187K +$99.5K +2,704 +115%
PAM
178
Panagora Asset Management
Massachusetts
$154K
US Bancorp
179
US Bancorp
Minnesota
$151K -$51.6K -1,402 -26%
Victory Capital Management
180
Victory Capital Management
Texas
$143K +$40.7K +1,105 +40%
TRCT
181
Tower Research Capital (TRC)
New York
$138K +$122K +3,308 +752%
FMT
182
First Mercantile Trust
Tennessee
$134K -$4.78K -130 -3%
BlackRock
183
BlackRock
New York
$129K
BF
184
BOK Financial
Oklahoma
$112K -$88.9K -2,415 -44%
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K
SO
186
STRS Ohio
Ohio
$99K +$22.1K +600 +29%
CG
187
Cutler Group
California
$85K +$84.7K +2,301 New
LIA
188
LS Investment Advisors
Michigan
$67K +$4.08K +111 +7%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K +$9.05K +246 +16%
AG
190
Advisor Group
Arizona
$65K +$65.9K +1,792 New
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K +$62.4K +1,695 New
MI
192
Markston International
New York
$57K
FNBT
193
FineMark National Bank & Trust
Florida
$55K +$55.2K +1,500 New
HNB
194
Huntington National Bank
Ohio
$53K +$51.5K +1,399 +3,781%
FPFS
195
First Personal Financial Services
North Carolina
$48K +$48.2K +1,311 New
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$41K
AIM
197
Acrospire Investment Management
Illinois
$37K -$22.1K -600 -38%
PRS
198
Pinkerton Retirement Specialists
Idaho
$33K +$32.6K +886 New
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$28K +$13.2K +359 +92%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$26K

EFOR Hedge Fund Activity: Q2 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2016, worth a combined $1.81B — up 2.5% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EFOR positions and 15 closed out — a net gain of 19 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was Macquarie Group, adding an estimated $33.5M. The largest seller was Frontier Capital Management, cutting an estimated $14.1M.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q2 2016, up from 204 in Q1 2016.
  • Funds reported $1.81B of Everforth Inc stock for Q2 2016, up 2.5% quarter-over-quarter.
  • 34 funds opened new Everforth Inc positions in Q2 2016 and 15 closed out, a net change of +19 holders.
  • The largest Everforth Inc buyer in Q2 2016 was Macquarie Group, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q2 2016 was Frontier Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2016.