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EFOR

Everforth Inc

221 hedge funds and large institutions have $2.34B invested in Everforth Inc in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

10% more capital invested

Capital invested by funds: $2.12B → $2.34B (+$215M)

7% more funds holding

Funds holding: 207221 (+14)

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

0.73% more ownership

Funds ownership: 90.78%91.51% (+0.73%)

70% less call options, than puts

Call options by funds: $241K | Put options by funds: $792K

Holders
221
Holders Change
+14
Holders Change %
+6.76%
% of All Funds
5.5%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
37
Increased
79
Reduced
76
Closed
17
Calls
$241K
Puts
$792K
Net Calls
-$551K
Net Calls Change
-$387K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$273M +5,898,553 +137,720%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M +$15.5M +334,094 +8%
Capital World Investors
3
Capital World Investors
California
$174M
TCM
4
TimesSquare Capital Management
New York
$116M -$8.82M -190,395 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$108M +$5.39M +116,384 +6%
BAMCO Inc
6
BAMCO Inc
New York
$100M -$3.51M -75,700 -4%
Wells Fargo
7
Wells Fargo
California
$71.5M -$17.5M -377,460 -20%
State Street
8
State Street
Massachusetts
$56.3M +$3.74M +80,671 +7%
Goldman Sachs
9
Goldman Sachs
New York
$55.3M -$4.21M -90,805 -7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$51.1M -$5.16M -111,455 -10%
Bank of America
11
Bank of America
North Carolina
$44.3M -$5.52M -119,058 -12%
Macquarie Group
12
Macquarie Group
Australia
$41.3M +$6.13M +132,292 +18%
Citadel Advisors
13
Citadel Advisors
Florida
$39.4M +$32.4M +700,395 +629%
CRCP
14
Copper Rock Capital Partners
Massachusetts
$34.7M +$570K +12,309 +2%
HRCM
15
Hood River Capital Management
Florida
$34.5M +$9.06M +195,543 +38%
O
16
OppenheimerFunds
New York
$34.5M -$15.9M -342,623 -33%
PCM
17
Peregrine Capital Management
Minnesota
$34.1M +$2.28M +49,222 +7%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$33.8M -$444K -9,587 -1%
Northern Trust
19
Northern Trust
Illinois
$32M +$499K +10,771 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.5M -$9.99M -215,612 -26%
RHJA
21
Rice Hall James & Associates
California
$26.7M +$25.5M +550,509 New
TCM
22
Tensile Capital Management
California
$25.8M -$10.1M -217,000 -29%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$23.1M -$3.28M -70,846 -13%
Ameriprise
24
Ameriprise
Minnesota
$21.6M +$1.12M +24,155 +6%
ECP
25
Elk Creek Partners
Colorado
$21.4M -$1.29M -27,839 -6%

EFOR Hedge Fund Activity: Q1 2017 in Review

221 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2017, worth a combined $2.34B — up 10% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFOR positions and 17 closed out — a net gain of 20 holders — while 79 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $273M. The largest seller was Incline Global Management, exiting entirely with an estimated $27.9M sold.

  • 221 institutional investors held Everforth Inc (EFOR) as of Q1 2017, up from 207 in Q4 2016.
  • Funds reported $2.34B of Everforth Inc stock for Q1 2017, up 10% quarter-over-quarter.
  • 37 funds opened new Everforth Inc positions in Q1 2017 and 17 closed out, a net change of +20 holders.
  • The largest Everforth Inc buyer in Q1 2017 was BlackRock, an estimated $273M added.
  • The largest Everforth Inc seller in Q1 2017 was Incline Global Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2017.