Everforth Inc
EFOR
190 hedge funds and large institutions have $1.71B invested in Everforth Inc in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 65 reducing their positions, and 19 closing their positions.
196% more call options, than puts
Call options by funds: $506K | Put options by funds: $171K
26% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 65
1.37% more ownership
Funds ownership: 87.4% → 88.77% (+1.4%)
1% less funds holding
Funds holding: 192 → 190 (-2)
6% less capital invested
Capital invested by funds: $1.82B → $1.71B (-$106M)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$25.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$15.1M |
| 3 |
Neuberger Berman Group
New York
|
+$10.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.33M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$8.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$16.5M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$12.9M |
| 3 |
FAM
Fred Alger Management
New York
|
-$9.94M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$9.94M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.39M |
EFOR Hedge Fund Activity: Q2 2014 in Review
190 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2014, worth a combined $1.71B — down 5.8% from $1.82B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EFOR and 17 opened new positions — a net loss of 2 holders — while 65 trimmed existing stakes and 82 added.
The largest buyer was BAMCO Inc, adding an estimated $25.1M. The largest seller was Fiduciary Management Associates, exiting entirely with an estimated $16.5M sold.
- 190 institutional investors held Everforth Inc (EFOR) as of Q2 2014, down from 192 in Q1 2014.
- Funds reported $1.71B of Everforth Inc stock for Q2 2014, down 5.8% quarter-over-quarter.
- 17 funds opened new Everforth Inc positions in Q2 2014 and 19 closed out, a net change of -2 holders.
- The largest Everforth Inc buyer in Q2 2014 was BAMCO Inc, an estimated $25.1M added.
- The largest Everforth Inc seller in Q2 2014 was Fiduciary Management Associates, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2014.