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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
JP Morgan Chase
26
JP Morgan Chase
New York
$39.4M -$2.07M -21,656 -5%
Bank of America
27
Bank of America
North Carolina
$34.6M +$500K +5,236 +1%
N
28
Nuveen
North Carolina
$32.8M -$7.03M -73,597 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.8M +$279K +2,922 +1%
NSCM
30
New South Capital Management
Tennessee
$26.7M +$107K +1,119 +0.4%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$25.2M +$4.53M +47,463 +20%
Pictet Asset Management
32
Pictet Asset Management
Switzerland
$22.3M -$4.63M -48,450 -16%
SFM
33
Systematic Financial Management
New Jersey
$21.4M +$635K +6,649 +3%
AQR Capital Management
34
AQR Capital Management
Connecticut
$20.1M -$8.18M -85,639 -27%
LIC
35
Laurus Investment Counsel
Canada
$19.2M
Natixis Advisors
36
Natixis Advisors
Massachusetts
$17.2M -$1.03M -10,792 -5%
T. Rowe Price Investment Management
37
T. Rowe Price Investment Management
Maryland
$16.9M -$83.1M -869,703 -82%
SEI Investments
38
SEI Investments
Pennsylvania
$16.2M +$674K +7,059 +4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$15.5M -$151K -1,585 -0.9%
Principal Financial Group
40
Principal Financial Group
Iowa
$15.4M -$2.14M -22,444 -11%
PCM
41
Peregrine Capital Management
Minnesota
$15M +$191K +1,996 +1%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$14.8M +$16.1M +168,380 New
Truist Financial
43
Truist Financial
North Carolina
$13.2M -$4M -41,857 -22%
GT
44
Glenmede Trust
Pennsylvania
$12.9M +$82.9K +868 +0.6%
NPPM
45
North Point Portfolio Managers
Ohio
$11.4M +$100K +1,050 +0.8%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$11.3M +$11.3M +118,687 +1,195%
Citadel Advisors
47
Citadel Advisors
Florida
$10M -$4.18M -43,742 -28%
UBS AM
48
UBS AM
Illinois
$10M +$3.82M +39,935 +54%
AllianceBernstein
49
AllianceBernstein
Tennessee
$8.95M -$76K -796 -0.8%
Jane Street
50
Jane Street
New York
$8.87M +$7.5M +78,499 +355%

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.