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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
VWM
251
Venturi Wealth Management
Texas
$32.1K
HCP
252
Hexagon Capital Partners
Arkansas
$28.7K -$1.83K -20 -5%
PA
253
Parallel Advisors
California
$27.5K +$2.56K +28 +9%
Nomura Asset Management
254
Nomura Asset Management
Japan
$26.7K
GM
255
GeoWealth Management
Illinois
$23K -$2.83K -31 -10%
S
256
SignatureFD
Georgia
$21.4K -$7.67K -84 -25%
RA
257
Rise Advisors
New York
$18.7K
HNB
258
Huntington National Bank
Ohio
$16.3K -$2.92K -32 -14%
ST
259
Smithfield Trust
Pennsylvania
$15K
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$14.2K
LFA
261
LGT Financial Advisors
Texas
$13.9K
UB
262
UMB Bank
Missouri
$13.5K +$8.49K +93 +135%
Bessemer Group
263
Bessemer Group
New Jersey
$13K +$5.75K +63 +67%
NA
264
NewEdge Advisors
Louisiana
$12.1K
GI
265
GAMMA Investing
California
$11.4K -$5.48K -60 -30%
AAM
266
Advisors Asset Management
Colorado
$10.8K +$11.9K +130 New
KFI
267
Key Financial Inc
Pennsylvania
$8K
C
268
Covestor
United Kingdom
$8K -$9.59K -105 -52%
EWA
269
EverSource Wealth Advisors
Alabama
$6.67K +$2.19K +24 +43%
PTC
270
Private Trust Company
Ohio
$6.08K +$6.48K +71 +3,550%
HWM
271
Hemington Wealth Management
Virginia
$6K -$183 -2 -2%
EBA
272
Eagle Bay Advisors
New York
$5.33K
CTC
273
Cetera Trust Company
Minnesota
$4.58K
CTC
274
Central Trust Company
Missouri
$3.75K
FFA
275
Farther Finance Advisors
California
$3.58K -$1.46K -16 -27%

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.