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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$34M -$2.15M -23,572 -5%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$30.7M +$685K +7,501 +2%
JP Morgan Chase
28
JP Morgan Chase
New York
$30.6M -$9.04M -99,008 -21%
Bank of America
29
Bank of America
North Carolina
$28.8M -$3.39M -37,121 -10%
NSCM
30
New South Capital Management
Tennessee
$24M -$907K -9,929 -3%
Pictet Asset Management
31
Pictet Asset Management
Switzerland
$22.1M -$3.24M -35,495 -12%
SFM
32
Systematic Financial Management
New Jersey
$21.4M -$901K -9,869 -4%
Citadel Advisors
33
Citadel Advisors
Florida
$21M +$12.6M +137,850 +121%
Ameriprise
34
Ameriprise
Minnesota
$18.2M -$273K -2,986 -1%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$15.7M +$17.2M +188,800 New
TCM
36
TimesSquare Capital Management
New York
$14.9M +$16.3M +178,610 New
AQR Capital Management
37
AQR Capital Management
Connecticut
$14.5M -$807K -8,842 -5%
PCM
38
Peregrine Capital Management
Minnesota
$14.5M +$256K +2,802 +2%
GT
39
Glenmede Trust
Pennsylvania
$14.4M +$2.63M +28,829 +20%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$13.9M -$148K -1,624 -1%
SEI Investments
41
SEI Investments
Pennsylvania
$13.9M -$453K -4,961 -3%
LIC
42
Laurus Investment Counsel
Canada
$13.3M
N
43
Nuveen
North Carolina
$13M -$19.9M -218,329 -58%
UBS Group
44
UBS Group
Switzerland
$12M +$9.94M +108,860 +308%
Renaissance Technologies
45
Renaissance Technologies
New York
$11.3M +$12.4M +135,899 New
UBS AM
46
UBS AM
Illinois
$10.9M +$1.87M +20,532 +19%
NPPM
47
North Point Portfolio Managers
Ohio
$10.3M -$413K -4,528 -4%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$10.3M -$241K -2,640 -2%
TI
49
Tidal Investments
Wisconsin
$10.2M +$10.8M +118,047 +2,439%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$10.1M -$4.01M -43,945 -27%

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.