We are live on ! Find out more
EFOR

Everforth Inc

201 hedge funds and large institutions have $1.84B invested in Everforth Inc in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

10% more funds holding

Funds holding: 183201 (+18)

6% more capital invested

Capital invested by funds: $1.74B → $1.84B (+$103M)

1.31% more ownership

Funds ownership: 87.87%89.19% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

47% less call options, than puts

Call options by funds: $4.63M | Put options by funds: $8.67M

Holders
201
Holders Change
+18
Holders Change %
+9.84%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
32
Increased
80
Reduced
66
Closed
13
Calls
$4.63M
Puts
$8.67M
Net Calls
-$4.03M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M +$2.82M +73,893 +2%
BFA
2
BlackRock Fund Advisors
California
$111M -$1.27M -33,284 -1%
TCM
3
TimesSquare Capital Management
New York
$101M +$4.78M +125,110 +5%
BAMCO Inc
4
BAMCO Inc
New York
$95.3M +$9.09M +238,084 +11%
Wells Fargo
5
Wells Fargo
California
$78.2M -$10.7M -280,613 -12%
DCM
6
Daruma Capital Management
New York
$76.7M +$1.26M +32,901 +2%
Goldman Sachs
7
Goldman Sachs
New York
$73.1M +$37M +967,976 +108%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$67.4M +$4.33M +113,305 +7%
Ameriprise
9
Ameriprise
Minnesota
$53M +$7.55M +197,592 +17%
Bank of America
10
Bank of America
North Carolina
$47.5M -$955K -25,009 -2%
BIT
11
BlackRock Institutional Trust
California
$46.5M -$2.74M -71,837 -6%
O
12
OppenheimerFunds
New York
$40.3M -$32.7M -856,003 -46%
State Street
13
State Street
Massachusetts
$37M -$384K -10,047 -1%
CIP
14
Chartwell Investment Partners
Pennsylvania
$35.2M +$5.32M +139,360 +18%
TCM
15
Tensile Capital Management
California
$29.7M -$1.06M -27,861 -4%
Northern Trust
16
Northern Trust
Illinois
$26.4M -$1.11M -29,114 -4%
Principal Financial Group
17
Principal Financial Group
Iowa
$23.8M -$1.75M -45,865 -7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$23.3M +$3.23M +84,692 +17%
CCM
19
Century Capital Management
Massachusetts
$21.8M +$2.54M +66,568 +14%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$21.1M -$13.7M -359,120 -40%
KCM
21
Kennedy Capital Management
Missouri
$20.9M -$2.13M -55,693 -9%
American Century Companies
22
American Century Companies
Missouri
$20.8M +$1.51M +39,578 +8%
HRCM
23
Hood River Capital Management
Florida
$19.1M +$5.04M +131,983 +37%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.8M +$177K +4,622 +1%
MPMG
25
Minneapolis Portfolio Management Group
Minnesota
$18.1M -$258K -6,763 -1%

EFOR Hedge Fund Activity: Q2 2015 in Review

201 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2015, worth a combined $1.84B — up 5.9% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EFOR positions and 13 closed out — a net gain of 19 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37M. The largest seller was OppenheimerFunds, cutting an estimated $32.7M.

  • 201 institutional investors held Everforth Inc (EFOR) as of Q2 2015, up from 183 in Q1 2015.
  • Funds reported $1.84B of Everforth Inc stock for Q2 2015, up 5.9% quarter-over-quarter.
  • 32 funds opened new Everforth Inc positions in Q2 2015 and 13 closed out, a net change of +19 holders.
  • The largest Everforth Inc buyer in Q2 2015 was Goldman Sachs, an estimated $37M added.
  • The largest Everforth Inc seller in Q2 2015 was OppenheimerFunds, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2015.