Everforth Inc
EFOR
200 hedge funds and large institutions have $1.61B invested in Everforth Inc in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 14 closing their positions.
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
12% more funds holding
Funds holding: 178 → 200 (+22)
6% more capital invested
Capital invested by funds: $1.52B → $1.61B (+$89.5M)
0.3% less ownership
Funds ownership: 86.19% → 85.89% (-0.3%)
8% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 71
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
92% less call options, than puts
Call options by funds: $67K | Put options by funds: $810K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$11.5M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$9.84M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
+$8.89M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.22M |
| 5 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$49.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.06M |
| 4 |
BPIM
Brant Point Investment Management
New York
|
-$7M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$5.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Two Sigma Investments
New York
| – | -$2.69M | -81,407 | Closed |
|
|
CPM
202
Chesapeake Partners Management
Baltimore,
Maryland
| – | -$2.05M | -62,161 | Closed |
|
|
HCM
203
Hodges Capital Management
Dallas,
Texas
| – | -$1.96M | -59,386 | Closed |
|
|
PP
204
PDT Partners
New York
| – | -$1.11M | -33,636 | Closed |
|
205
Two Sigma Advisers
New York
| – | -$1.06M | -32,057 | Closed |
|
206
ProShare Advisors
Bethesda,
Maryland
| – | -$986K | -29,884 | Closed |
|
207
Barclays
London,
United Kingdom
| – | -$819K | -24,820 | Closed |
|
|
TCOT
208
Trust Company of Toledo
Holland,
Ohio
| – | -$532K | -16,115 | Closed |
|
209
Jane Street
New York
| – | -$398K | -12,049 | Closed |
|
210
SG Americas Securities
New York
| – | -$274K | -8,299 | Closed |
|
|
BRM
211
Boston Research & Management
Manchester,
Massachusetts
| – | -$246K | -7,482 | Closed |
|
|
JG
212
Jefferies Group
New York
| – | -$218K | -6,592 | Closed |
|
213
Group One Trading
Chicago,
Illinois
| – | -$73.1K | -2,194 | Closed |
|
|
PCM
214
Prelude Capital Management
New York
| – | -$3K | -100 | Closed |
|
EFOR Hedge Fund Activity: Q4 2013 in Review
200 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2013, worth a combined $1.61B — up 5.9% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EFOR positions and 14 closed out — a net gain of 22 holders — while 65 added to existing stakes and 71 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $11.5M. The largest seller was Fidelity Investments, cutting an estimated $49.3M.
- 200 institutional investors held Everforth Inc (EFOR) as of Q4 2013, up from 178 in Q3 2013.
- Funds reported $1.61B of Everforth Inc stock for Q4 2013, up 5.9% quarter-over-quarter.
- 36 funds opened new Everforth Inc positions in Q4 2013 and 14 closed out, a net change of +22 holders.
- The largest Everforth Inc buyer in Q4 2013 was Bank of New York Mellon, an estimated $11.5M added.
- The largest Everforth Inc seller in Q4 2013 was Fidelity Investments, an estimated $49.3M sold.
Based on aggregated 13F filings for Q4 2013.