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EFOR

Everforth Inc

309 hedge funds and large institutions have $3.59B invested in Everforth Inc in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 93 increasing their positions, 114 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $658K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

4% more funds holding

Funds holding: 296309 (+13)

2.35% more ownership

Funds ownership: 95%97.35% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $3.97B → $3.59B (-$387M)

18% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 114

Holders
309
Holders Change
+13
Holders Change %
+4.39%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
93
Reduced
114
Closed
37
Calls
$2.01M
Puts
$658K
Net Calls
+$1.35M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$204K -$1.46K -16 -0.6%
KBC Group
227
KBC Group
Belgium
$176K +$62.5K +685 +48%
SO
228
STRS Ohio
Ohio
$175K -$429K -4,700 -69%
LWCFA
229
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
SAM
230
Shell Asset Management
Netherlands
$168K
Osaic Holdings
231
Osaic Holdings
Arizona
$157K -$1.64K -18 -0.9%
Mitsubishi UFJ Trust & Banking
232
Mitsubishi UFJ Trust & Banking
Japan
$151K +$165K +1,811 New
WAM
233
Wolverine Asset Management
Illinois
$149K
LI
234
LRI Investments
Florida
$133K
HT
235
Headlands Technologies
Illinois
$88.2K +$96.6K +1,058 New
HFS
236
Horizon Financial Services
North Carolina
$86K
HPC
237
HM Payson & Co
Maine
$77.9K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$77K -$1K -11 -1%
Lazard Asset Management
239
Lazard Asset Management
New York
$73K +$80.3K +879 New
QCG
240
Quadrant Capital Group
Ohio
$70.8K
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$66.8K -$95K -1,040 -58%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$64.1K +$65.7K +719 +1,438%
BTI
243
Blue Trust Inc
Georgia
$47.7K -$22.4K -245 -30%
CIAM
244
Caitong International Asset Management
Hong Kong
$39.7K +$43.5K +476 New
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$38.5K -$2.56K -28 -6%
RS
246
R Squared
Hong Kong
$36.7K +$40.2K +440 New
VSQM
247
V-Square Quantitative Management
Illinois
$35.8K +$15.2K +167 +64%
JSAM
248
J. Safra Asset Management
New York
$35.7K +$12.7K +139 +48%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$35.7K -$3.93K -43 -9%
SAM
250
Smartleaf Asset Management
Massachusetts
$32.4K -$4.47K -49 -11%

EFOR Hedge Fund Activity: Q4 2024 in Review

309 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2024, worth a combined $3.59B — down 9.7% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EFOR positions and 37 closed out — a net gain of 16 holders — while 93 added to existing stakes and 114 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $23.2M. The largest seller was Boston Partners, exiting entirely with an estimated $126M sold.

  • 309 institutional investors held Everforth Inc (EFOR) as of Q4 2024, up from 296 in Q3 2024.
  • Funds reported $3.59B of Everforth Inc stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 53 funds opened new Everforth Inc positions in Q4 2024 and 37 closed out, a net change of +16 holders.
  • The largest Everforth Inc buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $23.2M added.
  • The largest Everforth Inc seller in Q4 2024 was Boston Partners, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2024.