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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
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$8.73M +$9.46M +99,045 New
LWIC
52
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.27M +$66.9K +700 +0.8%
Legal & General Group
53
Legal & General Group
United Kingdom
$8.19M -$1.08M -11,287 -11%
Swiss National Bank
54
Swiss National Bank
Switzerland
$8.06M -$172K -1,800 -2%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$7.87M -$202K -2,110 -2%
CF
56
Corebridge Financial
Texas
$7.23M +$7.83M +81,983 New
CSS
57
Cubist Systematic Strategies
Connecticut
$6.46M +$7M +73,219 New
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$6.24M +$6.76M +70,752 New
UBS Group
59
UBS Group
Switzerland
$6.15M -$3.36M -35,210 -34%
GIA
60
GHP Investment Advisors
Colorado
$5.98M +$418K +4,378 +7%
KCM
61
Kennedy Capital Management
Missouri
$5.74M -$458K -4,796 -7%
TC
62
TwinBeech Capital
New York
$5.72M +$6.2M +64,853 New
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$5.7M -$117K -1,222 -2%
CM
64
Castleark Management
Illinois
$5.59M +$462K +4,840 +8%
Ameriprise
65
Ameriprise
Minnesota
$5.03M -$3.38M -35,361 -38%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$4.99M -$7.08M -74,106 -57%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.85M -$186K -1,952 -3%
WG
68
Winton Group
United Kingdom
$4.74M +$5.13M +53,731 New
CCIA
69
Campbell & Co Investment Adviser
Maryland
$4.66M +$5.05M +52,891 New
MIM
70
MetLife Investment Management
New Jersey
$4.35M +$80.7K +845 +2%
CI Investments Inc
71
CI Investments Inc
Ontario, Canada
$4.2M -$106K -1,111 -2%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.03M -$174K -1,825 -4%
Amundi
73
Amundi
France
$3.87M -$730K -7,638 -15%
BA
74
Bridgewater Associates
Connecticut
$3.54M +$3.84M +40,153 New
Caisse de Depot et Placement du Quebec (CDPQ)
75
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.53M -$15.9M -166,571 -81%

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.