Everforth Inc
EFOR
296 hedge funds and large institutions have $3.97B invested in Everforth Inc in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 111 reducing their positions, and 38 closing their positions.
4% more capital invested
Capital invested by funds: $3.81B → $3.97B (+$160M)
0.91% more ownership
Funds ownership: 94.09% → 95% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 38
0% less funds holding
Funds holding: 297 → 296 (-1)
16% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 111
31% less call options, than puts
Call options by funds: $2.78M | Put options by funds: $4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$32.5M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$17.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.3M |
| 5 |
Goldman Sachs
New York
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$51.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$39.2M |
| 3 |
BAMCO Inc
New York
|
-$21.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$13.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.7M |
EFOR Hedge Fund Activity: Q3 2024 in Review
296 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q3 2024, worth a combined $3.97B — up 4.2% from $3.81B a quarter earlier.
Fund positioning in EFOR was balanced in Q3 2024: 38 funds opened new positions, 38 closed out, 93 added to existing stakes and 111 trimmed.
The largest buyer was Boston Partners, adding an estimated $32.5M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $51.2M sold.
- 296 institutional investors held Everforth Inc (EFOR) as of Q3 2024, down from 297 in Q2 2024.
- Funds reported $3.97B of Everforth Inc stock for Q3 2024, up 4.2% quarter-over-quarter.
- 38 funds opened new Everforth Inc positions in Q3 2024 and 38 closed out, a net change of 0 holders.
- The largest Everforth Inc buyer in Q3 2024 was Boston Partners, an estimated $32.5M added.
- The largest Everforth Inc seller in Q3 2024 was Vaughan Nelson Investment Management, an estimated $51.2M sold.
Based on aggregated 13F filings for Q3 2024.