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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
SPS
301
Susquehanna Portfolio Strategies
Pennsylvania
-$2.56M -24,464 Closed
Mirae Asset Global Investments
302
Mirae Asset Global Investments
South Korea
-$1.72M -21,442 Closed
DB
303
Danske Bank
Denmark
-$1.77M -16,866 Closed
TD Asset Management
304
TD Asset Management
Ontario, Canada
-$1.24M -11,800 Closed
MCWA
305
Meadow Creek Wealth Advisors
Georgia
-$512K -4,884 Closed
Verition Fund Management
306
Verition Fund Management
Connecticut
-$446K -4,256 Closed
NYLIM
307
New York Life Investment Management
New York
-$371K -3,544 Closed
SGAM
308
Smith Group Asset Management
Texas
-$367K -3,503 Closed
AA
309
AlphaMark Advisors
Kentucky
-$332K -3,165 Closed
CIM
310
CIM Investment Management
Pennsylvania
-$286K -2,730 Closed
AC
311
Aristides Capital
Kentucky
-$272K -2,597 Closed
MLICM
312
Metropolitan Life Insurance Company (MetLife)
New York
-$254K -2,422 Closed
PA
313
Profund Advisors
Maryland
-$249K -2,377 Closed
KCM
314
Kathmere Capital Management
Pennsylvania
-$228K -2,174 Closed
Mariner
315
Mariner
Kansas
-$220K -2,099 Closed
HighTower Advisors
316
HighTower Advisors
Illinois
-$215K -2,054 Closed
SCM
317
Shelton Capital Management
Colorado
-$213K -2,035 Closed
LTAS
318
Linden Thomas Advisory Services
North Carolina
-$206K -1,962 Closed
Lazard Asset Management
319
Lazard Asset Management
New York
-$202K -1,934 Closed
DWM
320
Dakota Wealth Management
Florida
-$201K -1,918 Closed
CPBTD
321
Central Pacific Bank - Trust Division
Hawaii
-$129K -1,260 Closed
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
-$125K -1,250 Closed
UFF
323
USA Financial Formulas
Michigan
-$70.5K -673 Closed
CA
324
Clearstead Advisors
Ohio
-$33.5K -338 Closed
SWS
325
SYSTM Wealth Solutions
Illinois
-$30.5K -291 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.