We are live on ! Find out more
EFOR

Everforth Inc
EFOR

190 hedge funds and large institutions have $1.78B invested in Everforth Inc in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,739% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $452K

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

2.34% more ownership

Funds ownership: 89.19% → 91.52% (+2.3%)

3% less capital invested

Capital invested by funds: $1.84B → $1.78B (-$61.8M)

5% less funds holding

Funds holding: 201 → 190 (-11)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

Holders
190
Holders Change
-11
Holders Change %
-5.47%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
26
Increased
91
Reduced
56
Closed
36
Calls
$44.5M
Puts
$452K
Net Calls
+$44M
Net Calls Change
+$48.1M

Top Buyers

Rank Fund Capital Flow
1
AAMU
AEGON Asset Management (UK)
United Kingdom
+$22.7M
2
EAM
EverPoint Asset Management
Connecticut
+$15.9M
3
NPPM
North Point Portfolio Managers
Ohio
+$10.5M
4
HRCM
Hood River Capital Management
Florida
+$10.3M
5
CIP
Chartwell Investment Partners
Pennsylvania
+$8.25M

Top Sellers

Rank Fund Capital Flow
1
DCM
Daruma Capital Management
New York
-$21.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.5M
3
Goldman Sachs
Goldman Sachs
New York
-$11.9M
4
Millennium Management
Millennium Management
New York
-$9.71M
5
OAM
Oxford Asset Management
United Kingdom
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
201
Paloma Partners
Connecticut
– -$1.16M -29,630 Closed
CCMH
202
Cornerstone Capital Management Holdings
New York
– -$923K -23,500 Closed
PP
203
PDT Partners
New York
– -$872K -22,206 Closed
SSWM
204
Sheets Smith Wealth Management
North Carolina
– -$868K -22,091 Closed
HW
205
Hancock Whitney
Mississippi
– -$739K -19,249 Closed
NI
206
Numeric Investors
Massachusetts
– -$731K -18,600 Closed
Tudor Investment Corp
207
Tudor Investment Corp
Connecticut
– -$710K -18,070 Closed
Acadian Asset Management
208
Acadian Asset Management
Massachusetts
– -$598K -15,226 Closed
AA
209
ALPS Advisors
Colorado
– -$543K -13,814 Closed
TC
210
TFS Capital
Pennsylvania
– -$515K -13,102 Closed
PCM
211
Prelude Capital Management
New York
– -$484K -12,316 Closed
AL
212
Airain Ltd
Guernsey
– -$432K -10,999 Closed
HIM
213
Hillsdale Investment Management
Ontario, Canada
– -$357K -9,100 Closed
M&T Bank
214
M&T Bank
New York
– -$347K -8,816 Closed
FMWA
215
Forvis Mazars Wealth Advisors
Missouri
– -$334K -8,500 Closed
CG
216
Clinton Group
New York
– -$314K -8,001 Closed
SG Americas Securities
217
SG Americas Securities
New York
– -$293K -7,452 Closed
Los Angeles Capital Management
218
Los Angeles Capital Management
California
– -$250K -6,370 Closed
QT
219
Quantbot Technologies
New York
– -$71K -1,829 Closed
Walleye Trading
220
Walleye Trading
New York
– -$64K -1,684 Closed
EWM
221
Evercore Wealth Management
New York
– -$57K -1,453 Closed
DSC
222
Duncker Streett & Co
Missouri
– -$39K -1,000 Closed
SCA
223
Strategic Capital Alternatives
United States
– -$22K -552 Closed
BRWM
224
B. Riley Wealth Management
Tennessee
– -$19K -500 Closed
TRCT
225
Tower Research Capital (TRC)
New York
– -$12K -294 Closed
6 7 8
9
10

EFOR Hedge Fund Activity: Q3 2015 in Review

190 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2015, worth a combined $1.78B — down 3.4% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EFOR and 26 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 91 added.

The largest buyer was AEGON Asset Management (UK), opening a new position worth an estimated $22.7M. The largest seller was Daruma Capital Management, cutting an estimated $21.2M.

  • 190 institutional investors held Everforth Inc (EFOR) as of Q3 2015, down from 201 in Q2 2015.
  • Funds reported $1.78B of Everforth Inc stock for Q3 2015, down 3.4% quarter-over-quarter.
  • 26 funds opened new Everforth Inc positions in Q3 2015 and 36 closed out, a net change of -10 holders.
  • The largest Everforth Inc buyer in Q3 2015 was AEGON Asset Management (UK), an estimated $22.7M added.
  • The largest Everforth Inc seller in Q3 2015 was Daruma Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2015.