We are live on ! Find out more
EFOR

Everforth Inc

183 hedge funds and large institutions have $1.74B invested in Everforth Inc in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $1.51B → $1.74B (+$221M)

6% more funds holding

Funds holding: 172183 (+11)

6% more call options, than puts

Call options by funds: $8.28M | Put options by funds: $7.83M

0.67% more ownership

Funds ownership: 87.2%87.87% (+0.67%)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
4.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
29
Increased
66
Reduced
66
Closed
15
Calls
$8.28M
Puts
$7.83M
Net Calls
+$445K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$3.37M +92,514 +3%
BFA
2
BlackRock Fund Advisors
California
$109M +$2.72M +74,552 +3%
TCM
3
TimesSquare Capital Management
New York
$93.8M -$18.8M -516,385 -17%
Wells Fargo
4
Wells Fargo
California
$87.1M -$3.7M -101,621 -4%
BAMCO Inc
5
BAMCO Inc
New York
$83.9M
DCM
6
Daruma Capital Management
New York
$73.7M -$2.21M -60,530 -3%
O
7
OppenheimerFunds
New York
$72.2M +$6.11M +167,729 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$61.5M +$4.87M +133,537 +9%
BIT
9
BlackRock Institutional Trust
California
$48.2M -$2.8M -76,779 -6%
Bank of America
10
Bank of America
North Carolina
$47.3M +$3.09M +84,839 +7%
Ameriprise
11
Ameriprise
Minnesota
$44.2M +$11.6M +318,368 +38%
State Street
12
State Street
Massachusetts
$36.6M +$337K +9,242 +1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$34.4M -$6.67M -182,998 -17%
Goldman Sachs
14
Goldman Sachs
New York
$34.3M +$12M +328,437 +58%
TCM
15
Tensile Capital Management
California
$30.1M -$10.7M -294,611 -27%
CIP
16
Chartwell Investment Partners
Pennsylvania
$29M +$10.4M +284,507 +60%
Northern Trust
17
Northern Trust
Illinois
$26.9M +$22.1K +607 +0.1%
Principal Financial Group
18
Principal Financial Group
Iowa
$25M +$184K +5,057 +0.8%
KCM
19
Kennedy Capital Management
Missouri
$22.6M -$2.27M -62,318 -10%
EBIM
20
Eagle Boston Investment Management
Massachusetts
$21.8M -$14.1M -387,712 -41%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$20.2M -$538K -14,763 -3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$19.7M -$16.2M -443,390 -46%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$19.5M -$1.18M -32,351 -6%
American Century Companies
24
American Century Companies
Missouri
$18.8M -$6.7M -184,013 -27%
CCM
25
Century Capital Management
Massachusetts
$18.7M +$3.82M +104,754 +27%

EFOR Hedge Fund Activity: Q1 2015 in Review

183 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2015, worth a combined $1.74B — up 15% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EFOR positions and 15 closed out — a net gain of 14 holders — while 66 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was TimesSquare Capital Management, cutting an estimated $18.8M.

  • 183 institutional investors held Everforth Inc (EFOR) as of Q1 2015, up from 172 in Q4 2014.
  • Funds reported $1.74B of Everforth Inc stock for Q1 2015, up 15% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q1 2015 and 15 closed out, a net change of +14 holders.
  • The largest Everforth Inc buyer in Q1 2015 was Goldman Sachs, an estimated $12M added.
  • The largest Everforth Inc seller in Q1 2015 was TimesSquare Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2015.