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EFOR

Everforth Inc

221 hedge funds and large institutions have $1.81B invested in Everforth Inc in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,351% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $328K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

8% more funds holding

Funds holding: 204221 (+17)

1.31% more ownership

Funds ownership: 90.67%91.98% (+1.3%)

3% more capital invested

Capital invested by funds: $1.77B → $1.81B (+$44.7M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
34
Increased
83
Reduced
73
Closed
15
Calls
$14.6M
Puts
$328K
Net Calls
+$14.3M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$141M +$4.46M +121,284 +3%
BFA
2
BlackRock Fund Advisors
California
$115M +$2.32M +63,033 +2%
TCM
3
TimesSquare Capital Management
New York
$101M +$7.03M +191,060 +8%
BAMCO Inc
4
BAMCO Inc
New York
$87.7M -$129K -3,500 -0.1%
Wells Fargo
5
Wells Fargo
California
$83.6M +$7.63M +207,466 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$72.3M +$1.57M +42,667 +2%
Bank of America
7
Bank of America
North Carolina
$56.7M +$13.6M +370,469 +32%
CIP
8
Chartwell Investment Partners
Pennsylvania
$55.1M +$440K +11,965 +0.8%
Macquarie Group
9
Macquarie Group
Australia
$53.1M +$33.5M +910,845 +173%
O
10
OppenheimerFunds
New York
$51.5M +$697K +18,946 +1%
DCM
11
Daruma Capital Management
New York
$45.2M +$157K +4,265 +0.3%
BIT
12
BlackRock Institutional Trust
California
$44.1M -$2.9M -78,874 -6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$41.6M +$13.3M +360,555 +47%
State Street
14
State Street
Massachusetts
$35.9M -$226K -6,154 -0.6%
Goldman Sachs
15
Goldman Sachs
New York
$33.9M -$414K -11,248 -1%
TCM
16
Tensile Capital Management
California
$32.2M +$6.86M +186,441 +27%
IGM
17
Incline Global Management
New York
$31.7M +$13.5M +367,365 +75%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$28.7M -$1.9M -51,693 -6%
Northern Trust
19
Northern Trust
Illinois
$26.5M +$248K +6,745 +1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$24.2M +$1.98M +53,866 +9%
CRCP
21
Copper Rock Capital Partners
Massachusetts
$22M +$21.9M +595,513 New
KCM
22
Kennedy Capital Management
Missouri
$22M +$4.08M +110,781 +23%
AAMU
23
AEGON Asset Management (UK)
United Kingdom
$22M -$67.5K -1,834 -0.3%
HRCM
24
Hood River Capital Management
Florida
$21.8M -$9.67M -262,702 -31%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$21.2M +$1.22M +33,160 +6%

EFOR Hedge Fund Activity: Q2 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2016, worth a combined $1.81B — up 2.5% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EFOR positions and 15 closed out — a net gain of 19 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was Macquarie Group, adding an estimated $33.5M. The largest seller was Frontier Capital Management, cutting an estimated $14.1M.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q2 2016, up from 204 in Q1 2016.
  • Funds reported $1.81B of Everforth Inc stock for Q2 2016, up 2.5% quarter-over-quarter.
  • 34 funds opened new Everforth Inc positions in Q2 2016 and 15 closed out, a net change of +19 holders.
  • The largest Everforth Inc buyer in Q2 2016 was Macquarie Group, an estimated $33.5M added.
  • The largest Everforth Inc seller in Q2 2016 was Frontier Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2016.