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EFOR

Everforth Inc

297 hedge funds and large institutions have $3.81B invested in Everforth Inc in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

6% more funds holding

Funds holding: 281297 (+16)

0.03% more ownership

Funds ownership: 94.05%94.09% (+0.03%)

17% less capital invested

Capital invested by funds: $4.59B → $3.81B (-$773M)

18% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $4.11M

Holders
297
Holders Change
+16
Holders Change %
+5.69%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
58
Increased
85
Reduced
104
Closed
37
Calls
$1.91M
Puts
$4.11M
Net Calls
-$2.19M
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$76.4K
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$50.2K +$3.34K +35 +7%
EWA
228
EverSource Wealth Advisors
Alabama
$44.5K -$6.4K -67 -12%
QL
229
Quarry LP
New York
$37K +$40.1K +420 New
PA
230
Parallel Advisors
California
$36.4K +$11.2K +117 +40%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$36.2K +$2.39K +25 +6%
CFM
232
Catalyst Funds Management
Australia
$35.3K -$124K -1,300 -76%
VWM
233
Venturi Wealth Management
Texas
$33.9K
SAM
234
Smartleaf Asset Management
Massachusetts
$33.6K +$2.1K +22 +6%
S
235
SignatureFD
Georgia
$30.1K -$478 -5 -1%
HCP
236
Hexagon Capital Partners
Arkansas
$29.9K +$4.49K +47 +16%
HNB
237
Huntington National Bank
Ohio
$29.5K -$860 -9 -3%
Nomura Asset Management
238
Nomura Asset Management
Japan
$28.2K
RA
239
Rise Advisors
New York
$19.8K
C
240
Covestor
United Kingdom
$18K +$191 +2 +1%
ST
241
Smithfield Trust
Pennsylvania
$17K
CIM
242
Contravisory Investment Management
Massachusetts
$16.8K -$7.83K -82 -30%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$14.7K +$4.49K +47 +39%
LFA
244
LGT Financial Advisors
Texas
$14.7K
AF
245
Advisornet Financial
Minnesota
$14K
NA
246
NewEdge Advisors
Louisiana
$12.8K -$172K -1,800 -93%
PCMC
247
Planning Capital Management Corporation
Pennsylvania
$12.6K
GI
248
GAMMA Investing
California
$11.3K +$5.45K +57 +80%
EBA
249
Eagle Bay Advisors
New York
$8.82K -$5.73K -60 -38%
KFI
250
Key Financial Inc
Pennsylvania
$8.46K

EFOR Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2024, worth a combined $3.81B — down 17% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EFOR positions and 37 closed out — a net gain of 21 holders — while 85 added to existing stakes and 104 trimmed.

The largest buyer was Macquarie Group, adding an estimated $69.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $83.1M.

  • 297 institutional investors held Everforth Inc (EFOR) as of Q2 2024, up from 281 in Q1 2024.
  • Funds reported $3.81B of Everforth Inc stock for Q2 2024, down 17% quarter-over-quarter.
  • 58 funds opened new Everforth Inc positions in Q2 2024 and 37 closed out, a net change of +21 holders.
  • The largest Everforth Inc buyer in Q2 2024 was Macquarie Group, an estimated $69.4M added.
  • The largest Everforth Inc seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2024.