We are live on ! Find out more
EFOR

Everforth Inc
EFOR

221 hedge funds and large institutions have $2.34B invested in Everforth Inc in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

10% more capital invested

Capital invested by funds: $2.12B → $2.34B (+$215M)

7% more funds holding

Funds holding: 207 → 221 (+14)

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

0.73% more ownership

Funds ownership: 90.78% → 91.51% (+0.73%)

70% less call options, than puts

Call options by funds: $241K | Put options by funds: $792K

Holders
221
Holders Change
+14
Holders Change %
+6.76%
% of All Funds
5.5%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
37
Increased
79
Reduced
76
Closed
17
Calls
$241K
Puts
$792K
Net Calls
-$551K
Net Calls Change
-$387K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$273M
2
Citadel Advisors
Citadel Advisors
Florida
+$32.4M
3
RHJA
Rice Hall James & Associates
California
+$25.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15.5M
5
CCI
Columbus Circle Investors
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
IGM
Incline Global Management
New York
-$27.9M
2
Wells Fargo
Wells Fargo
California
-$17.5M
3
O
OppenheimerFunds
New York
-$15.9M
4
KCM
Kennedy Capital Management
Missouri
-$10.5M
5
TCM
Tensile Capital Management
California
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
176
Quantbot Technologies
New York
$154K +$148K +3,192 New
SO
177
STRS Ohio
Ohio
$150K +$27.8K +600 +24%
FCM
178
Flinton Capital Management
Pennsylvania
$144K +$15.8K +340 +13%
RCM
179
Riverhead Capital Management
Delaware
$141K +$13.9K +300 +12%
TAM
180
Tyers Asset Management
Texas
$118K +$13K +280 +13%
FPF
181
FNY Partners Fund
New York
$106K +$74K +1,597 +266%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$99K – – –
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K -$45.3K -978 -33%
NA
184
Neuburgh Advisers
California
$93K +$10.2K +220 +13%
LIA
185
LS Investment Advisors
Michigan
$88K -$4.59K -99 -5%
AG
186
Advisor Group
Arizona
$82K +$6.07K +131 +8%
MI
187
Markston International
New York
$75K – – –
FPFS
188
First Personal Financial Services
North Carolina
$71K – – –
MCIM
189
Meadow Creek Investment Management
Georgia
$68K +$7.41K +160 +13%
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K – – –
CTC
191
Central Trust Company
Missouri
$48K – – –
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$42K +$2.59K +56 +7%
PCM
193
Prelude Capital Management
New York
$40K +$38.1K +823 New
TSW
194
Thompson Siegel & Walmsley
Virginia
$34K – – –
AIM
195
Acrospire Investment Management
Illinois
$29K -$27.8K -600 -50%
Bessemer Group
196
Bessemer Group
New Jersey
$29K – – –
SWA
197
Sutton Wealth Advisors
Florida
$21.7K – – –
YWP
198
YorkBridge Wealth Partners
New York
$21K +$7.23K +156 +63%
EWM
199
Evercore Wealth Management
New York
$19K +$12.1K +262 +202%
FIB
200
First Interstate Bank
Montana
$19K +$17.7K +382 New
6 7
8
9 10

EFOR Hedge Fund Activity: Q1 2017 in Review

221 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2017, worth a combined $2.34B — up 10% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFOR positions and 17 closed out — a net gain of 20 holders — while 79 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $273M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.9M sold.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q1 2017, up from 207 in Q4 2016.
  • Funds reported $2.34B of Everforth Inc stock for Q1 2017, up 10% quarter-over-quarter.
  • 37 funds opened new Everforth Inc positions in Q1 2017 and 17 closed out, a net change of +20 holders.
  • The largest Everforth Inc buyer in Q1 2017 was BlackRock, an estimated $273M added.
  • The largest Everforth Inc seller in Q1 2017 was Incline Global Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2017.