We are live on ! Find out more
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
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$3.23K
JWA
277
JFS Wealth Advisors
Pennsylvania
$2.92K +$639 +7 +25%
LC
278
Lindbrook Capital
California
$2.67K -$548 -6 -16%
SPIA
279
Steward Partners Investment Advisory
New York
$2.5K
IA
280
IFP Advisors
Florida
$2.5K +$1.1K +12 +67%
VCM
281
Versant Capital Management
Arizona
$2.33K
TCM
282
TD Capital Management
Tennessee
$2.17K +$2.37K +26 New
RIL
283
Rothschild Investment LLC
Illinois
$2.08K -$1.37K -15 -38%
BAM
284
Byrne Asset Management
New Jersey
$2.08K
W
285
WealthCollab
Washington
$2K
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.67K
QL
287
Quarry LP
New York
$1.67K +$183 +2 +11%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$1.58K +$822 +9 +90%
NFSG
289
Newbridge Financial Services Group
Florida
$1.42K +$1.55K +17 New
HI
290
Harbour Investments
Wisconsin
$1.33K
FHA
291
First Horizon Advisors
Tennessee
$1.17K -$365 -4 -22%
SIC
292
SJS Investment Consulting
Ohio
$1K -$183 -2 -14%
GRP
293
Global Retirement Partners
California
$1K
MG
294
Mather Group
Illinois
$1K
TWC
295
TD Waterhouse Canada
Ontario, Canada
$1K
DPW
296
DiNuzzo Private Wealth
Pennsylvania
$917
PWMG
297
Private Wealth Management Group
New Jersey
$751 -$1.92K -21 -70%
AssetMark Inc
298
AssetMark Inc
California
$750 +$822 +9 New
BF
299
BOK Financial
Oklahoma
$688 +$730 +8 New
AF
300
Allworth Financial
California
$459

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.