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EFOR

Everforth Inc

225 hedge funds and large institutions have $2.14B invested in Everforth Inc in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $1.78B → $2.14B (+$363M)

18% more funds holding

Funds holding: 190225 (+35)

1% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 79

1.27% less ownership

Funds ownership: 91.52%90.25% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

52% less call options, than puts

Call options by funds: $171K | Put options by funds: $354K

Holders
225
Holders Change
+35
Holders Change %
+18.42%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
47
Increased
78
Reduced
79
Closed
11
Calls
$171K
Puts
$354K
Net Calls
-$183K
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$71K
MI
202
Markston International
New York
$70K -$6.56K -150 -9%
BlackRock
203
BlackRock
New York
$70K +$15.9K +364 +31%
PAM
204
Paradigm Asset Management
New York
$60.7K +$59K +1,350 New
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$50K +$27.9K +639 +133%
HNB
206
Huntington National Bank
Ohio
$33K -$42.8K -980 -57%
TSW
207
Thompson Siegel & Walmsley
Virginia
$31K
MFS
208
MSI Financial Services
Massachusetts
$30K +$29.3K +670 New
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$21K +$18.7K +427 +993%
QCG
210
Quadrant Capital Group
Ohio
$12K +$12K +274 New
NSIM
211
North Star Investment Management
Illinois
$9K
TRCT
212
Tower Research Capital (TRC)
New York
$9K +$8.74K +200 New
CG
213
Cutler Group
California
$7K +$6.99K +160 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$6K +$87 +2 +2%
Walleye Trading
215
Walleye Trading
New York
$6K +$6.16K +141 New
GT
216
Glenmede Trust
Pennsylvania
$5K -$2.14K -49 -30%
CG
217
Colony Group
Massachusetts
$5K +$5.25K +120 New
GAM
218
Gemmer Asset Management
California
$4K
IA
219
IFP Advisors
Florida
$4K +$4.2K +96 New
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52K +$13.3K +304 +0.9%
Creative Planning
221
Creative Planning
Kansas
$1K -$7.78K -178 -89%
QI
222
QS Investors
New York
$1K +$393 +9 New
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$1K +$568 +13 New
CFG
224
Citizens Financial Group
Rhode Island
$1K +$656 +15 New
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$1K +$1.14K +26 New

EFOR Hedge Fund Activity: Q4 2015 in Review

225 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2015, worth a combined $2.14B — up 20% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EFOR positions and 11 closed out — a net gain of 36 holders — while 78 added to existing stakes and 79 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $29.5M. The largest seller was Goldman Sachs, cutting an estimated $32.1M.

  • 225 institutional investors held Everforth Inc (EFOR) as of Q4 2015, up from 190 in Q3 2015.
  • Funds reported $2.14B of Everforth Inc stock for Q4 2015, up 20% quarter-over-quarter.
  • 47 funds opened new Everforth Inc positions in Q4 2015 and 11 closed out, a net change of +36 holders.
  • The largest Everforth Inc buyer in Q4 2015 was Lord, Abbett & Co, an estimated $29.5M added.
  • The largest Everforth Inc seller in Q4 2015 was Goldman Sachs, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2015.