Everforth Inc
EFOR
278 hedge funds and large institutions have $4.31B invested in Everforth Inc in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 81 increasing their positions, 114 reducing their positions, and 27 closing their positions.
81% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 27
41% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $3.45M
17% more capital invested
Capital invested by funds: $3.69B → $4.31B (+$617M)
7% more funds holding
Funds holding: 261 → 278 (+17)
1.62% more ownership
Funds ownership: 93.25% → 94.87% (+1.6%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$44M |
| 2 |
Morgan Stanley
New York
|
+$33.8M |
| 3 |
Jennison Associates
New York
|
+$29.4M |
| 4 |
JP Morgan Chase
New York
|
+$21.5M |
| 5 |
Millennium Management
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$37.2M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$33M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.8M |
| 4 |
IGM
Incline Global Management
New York
|
-$17.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11.6M |
EFOR Hedge Fund Activity: Q4 2023 in Review
278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2023, worth a combined $4.31B — up 17% from $3.69B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new EFOR positions and 27 closed out — a net gain of 22 holders — while 81 added to existing stakes and 114 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $44M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $37.2M.
- 278 institutional investors held Everforth Inc (EFOR) as of Q4 2023, up from 261 in Q3 2023.
- Funds reported $4.31B of Everforth Inc stock for Q4 2023, up 17% quarter-over-quarter.
- 49 funds opened new Everforth Inc positions in Q4 2023 and 27 closed out, a net change of +22 holders.
- The largest Everforth Inc buyer in Q4 2023 was T. Rowe Price Investment Management, an estimated $44M added.
- The largest Everforth Inc seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $37.2M sold.
Based on aggregated 13F filings for Q4 2023.