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EFOR

Everforth Inc
EFOR

172 hedge funds and large institutions have $1.51B invested in Everforth Inc in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $499K | Put options by funds: $219K

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

23% more capital invested

Capital invested by funds: $1.23B → $1.51B (+$284M)

3.01% more ownership

Funds ownership: 84.18% → 87.2% (+3%)

10% less funds holding

Funds holding: 191 → 172 (-19)

30% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 73

40% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 43

Holders
172
Holders Change
-19
Holders Change %
-9.95%
% of All Funds
4.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
26
Increased
51
Reduced
73
Closed
43
Calls
$499K
Puts
$219K
Net Calls
+$280K
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
DCM
Daruma Capital Management
New York
+$59.5M
2
O
OppenheimerFunds
New York
+$16.3M
3
MPMG
Minneapolis Portfolio Management Group
Minnesota
+$14.5M
4
CIP
Chartwell Investment Partners
Pennsylvania
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.8M
3
GAM
Gotham Asset Management
New York
-$19.4M
4
GC
Guggenheim Capital
Illinois
-$10.2M
5
Bank of America
Bank of America
North Carolina
-$7.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
201
Campbell & Co Investment Adviser
Maryland
– -$231K -8,598 Closed
HI
202
HBK Investments
Texas
– -$218K -8,105 Closed
PG
203
PEAK6 Group
Illinois
– -$199K -6,604 Closed
TRCT
204
Tower Research Capital (TRC)
New York
– -$105K -3,900 Closed
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
– -$86K -3,204 Closed
FAM
206
Fortaleza Asset Management
Illinois
– -$39K -1,470 Closed
BJ
207
BlackRock Japan
Japan
– -$28K -1,036 Closed
SCA
208
Strategic Capital Alternatives
United States
– -$15K -552 Closed
Creative Planning
209
Creative Planning
Kansas
– -$13K -500 Closed
WEC
210
Winslow Evans & Crocker
Massachusetts
– -$6.47K -242 Closed
NES
211
New England Securities
New York
– -$4K -162 Closed
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
– -$2.62K -87 -95%
MA
213
MUFG Americas
New York
– -$1K -52 Closed
PTC
214
Private Trust Company
Ohio
– -$1K -49 Closed
Federated Hermes
215
Federated Hermes
Pennsylvania
– -$1K -17 Closed
5 6 7 8
9

EFOR Hedge Fund Activity: Q4 2014 in Review

172 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2014, worth a combined $1.51B — up 23% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of EFOR and 26 opened new positions — a net loss of 17 holders — while 73 trimmed existing stakes and 51 added.

The largest buyer was Daruma Capital Management, opening a new position worth an estimated $59.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.6M.

  • 172 institutional investors held Everforth Inc (EFOR) as of Q4 2014, down from 191 in Q3 2014.
  • Funds reported $1.51B of Everforth Inc stock for Q4 2014, up 23% quarter-over-quarter.
  • 26 funds opened new Everforth Inc positions in Q4 2014 and 43 closed out, a net change of -17 holders.
  • The largest Everforth Inc buyer in Q4 2014 was Daruma Capital Management, an estimated $59.5M added.
  • The largest Everforth Inc seller in Q4 2014 was T. Rowe Price Associates, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2014.