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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
FFA
251
Frazier Financial Advisors
Ohio
$6.97K +$1.15K +12 +18%
AAP
252
Arax Advisory Partners
Colorado
$6.79K +$7.36K +77 New
JWM
253
Janiczek Wealth Management
Colorado
$5.73K
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$5.64K +$5.25K +55 +611%
FFA
255
Farther Finance Advisors
California
$5.38K +$1.81K +19 +44%
BTI
256
Blue Trust Inc
Georgia
$5.03K +$4.59K +48 New
CTC
257
Cetera Trust Company
Minnesota
$4.85K
MCM
258
Manchester Capital Management
Vermont
$4.32K +$4.01K +42 +600%
MG
259
Mather Group
Illinois
$4.19K
ATPW
260
Ashton Thomas Private Wealth
Arizona
$4.14K +$4.49K +47 New
Bessemer Group
261
Bessemer Group
New Jersey
$4K -$12.8K -134 -75%
CTC
262
Central Trust Company
Missouri
$3.97K
Allspring Global Investments
263
Allspring Global Investments
North Carolina
$3.97K -$9.48M -99,205 -100%
Mitsubishi UFJ Asset Management
264
Mitsubishi UFJ Asset Management
Japan
$3.35K
LC
265
Lindbrook Capital
California
$3.35K +$1.24K +13 +52%
SC
266
Stephens Consulting
Michigan
$3K +$3.25K +34 New
JSAM
267
J. Safra Asset Management
New York
$2.82K +$3.06K +32 New
PWMG
268
Private Wealth Management Group
New Jersey
$2.65K +$669 +7 +30%
SPIA
269
Steward Partners Investment Advisory
New York
$2.65K
BIA
270
Bell Investment Advisors
California
$2.21K
BAM
271
Byrne Asset Management
New Jersey
$2.2K
W
272
WealthCollab
Washington
$2.12K
JWA
273
JFS Wealth Advisors
Pennsylvania
$2.03K
VCM
274
Versant Capital Management
Arizona
$1.94K
FHA
275
First Horizon Advisors
Tennessee
$1.85K

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.