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EFOR

Everforth Inc

305 hedge funds and large institutions have $2.7B invested in Everforth Inc in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 102

0.88% more ownership

Funds ownership: 97.35%98.24% (+0.88%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 309305 (-4)

25% less capital invested

Capital invested by funds: $3.59B → $2.7B (-$888M)

72% less call options, than puts

Call options by funds: $825K | Put options by funds: $2.99M

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
110
Reduced
102
Closed
45
Calls
$825K
Puts
$2.99M
Net Calls
-$2.16M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$24M +$982K +12,757 +3%
Bank of America
27
Bank of America
North Carolina
$23.2M +$1.74M +22,621 +7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$23M -$3.29M -42,694 -10%
NSCM
29
New South Capital Management
Tennessee
$17.3M -$1.08M -13,975 -5%
Citadel Advisors
30
Citadel Advisors
Florida
$17M +$1.32M +17,134 +7%
SFM
31
Systematic Financial Management
New Jersey
$16.4M +$288K +3,744 +1%
Millennium Management
32
Millennium Management
New York
$16M +$11.8M +153,305 +152%
AQR Capital Management
33
AQR Capital Management
Connecticut
$14M +$4.02M +52,243 +30%
Fidelity International
34
Fidelity International
Bermuda
$12.9M -$16.9M -220,000 -52%
TCM
35
TimesSquare Capital Management
New York
$12.8M +$1.89M +24,590 +14%
SEI Investments
36
SEI Investments
Pennsylvania
$11M +$667K +8,672 +5%
GT
37
Glenmede Trust
Pennsylvania
$10.7M -$270K -3,505 -2%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$10.3M -$294K -3,825 -2%
LIC
39
Laurus Investment Counsel
Canada
$10M
UBS Group
40
UBS Group
Switzerland
$9.23M +$169K +2,194 +2%
Jane Street
41
Jane Street
New York
$8.76M +$6.27M +81,477 +142%
Prudential Financial
42
Prudential Financial
New Jersey
$8.7M +$7.41M +96,220 +230%
UBS AM
43
UBS AM
Illinois
$8.43M +$226K +2,937 +2%
PCM
44
Peregrine Capital Management
Minnesota
$8.43M -$3.05M -39,660 -23%
NPPM
45
North Point Portfolio Managers
Ohio
$7.8M +$9.62K +125 +0.1%
Principal Financial Group
46
Principal Financial Group
Iowa
$7.68M +$87.2K +1,133 +0.9%
N
47
Nuveen
North Carolina
$7.65M -$2.65M -34,423 -22%
Renaissance Technologies
48
Renaissance Technologies
New York
$7.63M -$1.14M -14,805 -11%
HCA
49
Harbor Capital Advisors
Illinois
$7.38M +$2.58M +33,528 +40%
ClearBridge Investments
50
ClearBridge Investments
New York
$7.13M +$8.71M +113,110 New

EFOR Hedge Fund Activity: Q1 2025 in Review

305 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2025, worth a combined $2.7B — down 25% from $3.59B a quarter earlier.

Fund positioning in EFOR was balanced in Q1 2025: 45 funds opened new positions, 45 closed out, 110 added to existing stakes and 102 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $47.6M.

  • 305 institutional investors held Everforth Inc (EFOR) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.7B of Everforth Inc stock for Q1 2025, down 25% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2025 and 45 closed out, a net change of 0 holders.
  • The largest Everforth Inc buyer in Q1 2025 was Fidelity Investments, an estimated $50.8M added.
  • The largest Everforth Inc seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2025.