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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
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$1.76K
SIC
277
SJS Investment Consulting
Ohio
$1.5K -$96 -1 -6%
IA
278
IFP Advisors
Florida
$1.5K +$573 +6 +55%
HI
279
Harbour Investments
Wisconsin
$1.41K +$1.53K +16 New
DPW
280
DiNuzzo Private Wealth
Pennsylvania
$1.06K -$96 -1 -8%
UB
281
UMB Bank
Missouri
$1.06K -$382 -4 -25%
GRP
282
Global Retirement Partners
California
$1.06K +$96 +1 +9%
TWC
283
TD Waterhouse Canada
Ontario, Canada
$1.04K -$96 -1 -8%
CFB
284
Cullen/Frost Bankers
Texas
$882 +$955 +10 New
HI
285
Horizon Investments
North Carolina
$705
AF
286
Allworth Financial
California
$514
RIL
287
Rothschild Investment LLC
Illinois
$441
CFO
288
CVA Family Office
Colorado
$441 +$478 +5 New
WIA
289
Wetzel Investment Advisors
Indiana
$419 -$5.25K -55 -93%
BGAI
290
Bruce G. Allen Investments
Colorado
$265
VWA
291
Valued Wealth Advisors
Utah
$265
WWP
292
WR Wealth Planners
Missouri
$265
PFBT
293
Parkside Financial Bank & Trust
Missouri
$177 -$764 -8 -80%
MCM
294
MV Capital Management
Maryland
$177 +$191 +2 New
PTC
295
Private Trust Company
Ohio
$176
TFM
296
TFC Financial Management
Massachusetts
$89 +$96 +1 New
Millennium Management
297
Millennium Management
New York
-$21.6M -206,319 Closed
FWIA
298
Fort Washington Investment Advisors
Ohio
-$14.2M -135,877 Closed
AIG
299
American International Group
New York
-$8.89M -84,830 Closed
TPSF
300
Texas Permanent School Fund
Texas
-$4.33M -41,309 Closed

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.