Everforth Inc
EFOR
207 hedge funds and large institutions have $2.12B invested in Everforth Inc in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 40 closing their positions.
22% more capital invested
Capital invested by funds: $1.74B → $2.12B (+$386M)
0.98% more ownership
Funds ownership: 89.8% → 90.78% (+0.98%)
8% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 78
8% less funds holding
Funds holding: 225 → 207 (-18)
15% less call options, than puts
Call options by funds: $951K | Put options by funds: $1.11M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
40% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$142M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$20M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$12.7M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$11.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Daruma Capital Management
New York
|
-$42.9M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$24.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.8M |
| 4 |
IGM
Incline Global Management
New York
|
-$13.5M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$10.5M |
EFOR Hedge Fund Activity: Q4 2016 in Review
207 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2016, worth a combined $2.12B — up 22% from $1.74B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of EFOR and 24 opened new positions — a net loss of 16 holders — while 78 trimmed existing stakes and 72 added.
The largest buyer was Capital World Investors, opening a new position worth an estimated $142M. The largest seller was Daruma Capital Management, exiting entirely with an estimated $42.9M sold.
- 207 institutional investors held Everforth Inc (EFOR) as of Q4 2016, down from 225 in Q3 2016.
- Funds reported $2.12B of Everforth Inc stock for Q4 2016, up 22% quarter-over-quarter.
- 24 funds opened new Everforth Inc positions in Q4 2016 and 40 closed out, a net change of -16 holders.
- The largest Everforth Inc buyer in Q4 2016 was Capital World Investors, an estimated $142M added.
- The largest Everforth Inc seller in Q4 2016 was Daruma Capital Management, an estimated $42.9M sold.
Based on aggregated 13F filings for Q4 2016.