Everforth Inc
EFOR
192 hedge funds and large institutions have $1.82B invested in Everforth Inc in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 30 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
13% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $1.21M
13% more capital invested
Capital invested by funds: $1.61B → $1.82B (+$207M)
1.51% more ownership
Funds ownership: 85.89% → 87.4% (+1.5%)
4% less funds holding
Funds holding: 200 → 192 (-8)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
25% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$22.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$18.2M |
| 3 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$15.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.6M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.79M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
-$9.32M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$9.19M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.19M |
EFOR Hedge Fund Activity: Q1 2014 in Review
192 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2014, worth a combined $1.82B — up 13% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of EFOR and 24 opened new positions — a net loss of 6 holders — while 83 trimmed existing stakes and 62 added.
The largest buyer was Citadel Advisors, adding an estimated $22.6M. The largest seller was Wellington Management Group, cutting an estimated $22.8M.
- 192 institutional investors held Everforth Inc (EFOR) as of Q1 2014, down from 200 in Q4 2013.
- Funds reported $1.82B of Everforth Inc stock for Q1 2014, up 13% quarter-over-quarter.
- 24 funds opened new Everforth Inc positions in Q1 2014 and 30 closed out, a net change of -6 holders.
- The largest Everforth Inc buyer in Q1 2014 was Citadel Advisors, an estimated $22.6M added.
- The largest Everforth Inc seller in Q1 2014 was Wellington Management Group, an estimated $22.8M sold.
Based on aggregated 13F filings for Q1 2014.