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EFOR

Everforth Inc

214 hedge funds and large institutions have $2.62B invested in Everforth Inc in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,250% more call options, than puts

Call options by funds: $267K | Put options by funds: $2K

12% more capital invested

Capital invested by funds: $2.34B → $2.62B (+$282M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 91.51%91.57% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less funds holding

Funds holding: 221214 (-7)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
214
Holders Change
-7
Holders Change %
-3.17%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
25
Increased
84
Reduced
81
Closed
30
Calls
$267K
Puts
$2K
Net Calls
+$265K
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$316M -$3.25M -63,195 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M +$2.27M +44,109 +1%
Capital World Investors
3
Capital World Investors
California
$183M -$10.3M -200,000 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$121M +$562K +10,945 +0.5%
TCM
5
TimesSquare Capital Management
New York
$115M -$13.5M -263,490 -11%
BAMCO Inc
6
BAMCO Inc
New York
$98M -$12.8M -250,000 -12%
Wells Fargo
7
Wells Fargo
California
$76.8M -$2.83M -55,085 -4%
State Street
8
State Street
Massachusetts
$66.5M +$3.43M +66,839 +6%
Goldman Sachs
9
Goldman Sachs
New York
$62.9M +$1.13M +22,047 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$56.7M -$325K -6,327 -0.6%
Bank of America
11
Bank of America
North Carolina
$52.1M +$2.47M +48,085 +5%
Norges Bank
12
Norges Bank
Norway
$46.6M +$26.4M +514,453 +148%
Principal Financial Group
13
Principal Financial Group
Iowa
$46M +$24.1M +470,054 +124%
Macquarie Group
14
Macquarie Group
Australia
$45.9M -$115K -2,236 -0.3%
O
15
OppenheimerFunds
New York
$40.8M +$2.2M +42,731 +6%
CRCP
16
Copper Rock Capital Partners
Massachusetts
$38M -$1.28M -24,858 -3%
Northern Trust
17
Northern Trust
Illinois
$36.7M +$989K +19,260 +3%
PCM
18
Peregrine Capital Management
Minnesota
$35.2M -$3.89M -75,672 -10%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$35M -$2.64M -51,454 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$32.5M -$362K -7,042 -1%
RHJA
21
Rice Hall James & Associates
California
$29.9M +$44.8K +873 +0.2%
CCI
22
Columbus Circle Investors
$29.8M +$13.8M +267,769 +95%
Boston Partners
23
Boston Partners
Massachusetts
$29.7M +$12.1M +235,230 +75%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$29.3M +$7.85M +152,745 +39%
Citadel Advisors
25
Citadel Advisors
Florida
$27M -$16.1M -313,734 -39%

EFOR Hedge Fund Activity: Q2 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2017, worth a combined $2.62B — up 12% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EFOR and 25 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 84 added.

The largest buyer was Norges Bank, adding an estimated $26.4M. The largest seller was Hood River Capital Management, cutting an estimated $18.1M.

  • 214 institutional investors held Everforth Inc (EFOR) as of Q2 2017, down from 221 in Q1 2017.
  • Funds reported $2.62B of Everforth Inc stock for Q2 2017, up 12% quarter-over-quarter.
  • 25 funds opened new Everforth Inc positions in Q2 2017 and 30 closed out, a net change of -5 holders.
  • The largest Everforth Inc buyer in Q2 2017 was Norges Bank, an estimated $26.4M added.
  • The largest Everforth Inc seller in Q2 2017 was Hood River Capital Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2017.