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EFOR

Everforth Inc

178 hedge funds and large institutions have $1.52B invested in Everforth Inc in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 58

25% more capital invested

Capital invested by funds: $1.22B → $1.52B (+$302M)

6% more funds holding

Funds holding: 168178 (+10)

0.87% less ownership

Funds ownership: 87.06%86.19% (-0.87%)

53% less call options, than puts

Call options by funds: $742K | Put options by funds: $1.57M

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
5.77%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
17
Increased
81
Reduced
58
Closed
6
Calls
$742K
Puts
$1.57M
Net Calls
-$829K
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
TimesSquare Capital Management
New York
$106M +$8.01M +258,300 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.1M +$7.59M +244,900 +9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$85.1M +$89.9K +2,900 +0.1%
BFA
4
BlackRock Fund Advisors
California
$80.4M +$9.64M +310,951 +15%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$64.1M +$7.29M +235,053 +14%
Wells Fargo
6
Wells Fargo
California
$62.5M -$3.22M -103,722 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$55.8M -$9.56M -308,389 -15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.7M -$3.23M -104,066 -6%
O
9
OppenheimerFunds
New York
$49.4M +$2.66M +85,750 +6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$46.3M -$6.43M -207,392 -13%
BIT
11
BlackRock Institutional Trust
California
$42.9M +$2.09M +67,460 +5%
Bank of America
12
Bank of America
North Carolina
$41.4M -$29M -935,040 -43%
EBIM
13
Eagle Boston Investment Management
Massachusetts
$38.6M -$731K -23,592 -2%
BAMCO Inc
14
BAMCO Inc
New York
$36.2M +$3.02M +97,250 +10%
FAM
15
Fred Alger Management
New York
$29.3M -$1.15M -37,050 -4%
State Street
16
State Street
Massachusetts
$29.1M +$930K +29,983 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.9M -$9.85M -317,614 -28%
Northern Trust
18
Northern Trust
Illinois
$23.5M +$353K +11,374 +2%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$22.2M -$114K -3,662 -0.5%
FMA
20
Fiduciary Management Associates
Illinois
$18.9M +$2.88M +92,790 +19%
TI
21
Turner Investments
Pennsylvania
$18.2M -$9.67M -311,940 -36%
SFM
22
Systematic Financial Management
New Jersey
$18.1M -$366K -11,799 -2%
William Blair & Company
23
William Blair & Company
Illinois
$18.1M +$2.38M +76,885 +16%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$15.6M +$1.59M +51,246 +12%
Ameriprise
25
Ameriprise
Minnesota
$15.3M -$391K -12,627 -3%

EFOR Hedge Fund Activity: Q3 2013 in Review

178 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2013, worth a combined $1.52B — up 25% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EFOR positions and 6 closed out — a net gain of 11 holders — while 81 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.64M. The largest seller was Bank of America, cutting an estimated $29M.

  • 178 institutional investors held Everforth Inc (EFOR) as of Q3 2013, up from 168 in Q2 2013.
  • Funds reported $1.52B of Everforth Inc stock for Q3 2013, up 25% quarter-over-quarter.
  • 17 funds opened new Everforth Inc positions in Q3 2013 and 6 closed out, a net change of +11 holders.
  • The largest Everforth Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $9.64M added.
  • The largest Everforth Inc seller in Q3 2013 was Bank of America, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2013.