Everforth Inc
EFOR
204 hedge funds and large institutions have $1.77B invested in Everforth Inc in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 40 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 63
0.42% more ownership
Funds ownership: 90.25% → 90.67% (+0.42%)
9% less funds holding
Funds holding: 225 → 204 (-21)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
17% less capital invested
Capital invested by funds: $2.14B → $1.77B (-$371M)
48% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 40
49% less call options, than puts
Call options by funds: $648K | Put options by funds: $1.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$18.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.6M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$9.79M |
| 4 |
Bank of New York Mellon
New York
|
+$9.27M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$30.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.3M |
| 3 |
CCM
Century Capital Management
Boston,
Massachusetts
|
-$19.5M |
| 4 |
MPMG
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
-$19.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.9M |
EFOR Hedge Fund Activity: Q1 2016 in Review
204 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2016, worth a combined $1.77B — down 17% from $2.14B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of EFOR and 21 opened new positions — a net loss of 19 holders — while 63 trimmed existing stakes and 99 added.
The largest buyer was Hood River Capital Management, adding an estimated $18.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $30.4M sold.
- 204 institutional investors held Everforth Inc (EFOR) as of Q1 2016, down from 225 in Q4 2015.
- Funds reported $1.77B of Everforth Inc stock for Q1 2016, down 17% quarter-over-quarter.
- 21 funds opened new Everforth Inc positions in Q1 2016 and 40 closed out, a net change of -19 holders.
- The largest Everforth Inc buyer in Q1 2016 was Hood River Capital Management, an estimated $18.1M added.
- The largest Everforth Inc seller in Q1 2016 was Lord, Abbett & Co, an estimated $30.4M sold.
Based on aggregated 13F filings for Q1 2016.