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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
Principal Financial Group
51
Principal Financial Group
Iowa
$10.1M +$27.8K +305 +0.3%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$9.03M +$4.51M +49,376 +84%
Barclays
53
Barclays
United Kingdom
$9.02M +$1.94M +21,236 +24%
LWIC
54
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.53M -$347K -3,797 -4%
Millennium Management
55
Millennium Management
New York
$8.38M +$7.32M +80,150 +393%
TC
56
TwinBeech Capital
New York
$8.3M +$9.1M +99,620 New
Legal & General Group
57
Legal & General Group
United Kingdom
$7.84M +$27.8K +305 +0.3%
AllianceBernstein
58
AllianceBernstein
Tennessee
$7.76M -$124K -1,360 -1%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.35M -$128K -1,400 -2%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$7.24M -$490K -5,363 -6%
HCA
61
Harbor Capital Advisors
Illinois
$6.97M +$1.38M +15,142 +22%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$6.66M -$542K -5,940 -7%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$6.53M +$5.71M +62,538 +394%
CF
64
Corebridge Financial
Texas
$5.93M -$511K -5,599 -7%
SCM
65
Sterling Capital Management
North Carolina
$5.93M -$6.79M -74,362 -51%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$5.93M +$5.16M +56,504 +386%
GIA
67
GHP Investment Advisors
Colorado
$5.67M -$329K -3,606 -5%
CSS
68
Cubist Systematic Strategies
Connecticut
$5.6M +$6.14M +67,209 New
TI
69
Trexquant Investment
Connecticut
$5.47M +$5.99M +65,633 New
Jane Street
70
Jane Street
New York
$4.79M +$819K +8,968 +18%
Verition Fund Management
71
Verition Fund Management
Connecticut
$4.65M +$4.48M +49,027 +723%
KCM
72
Kennedy Capital Management
Missouri
$4.62M -$67.4K -738 -1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$4.59M -$283K -3,100 -5%
First Trust Advisors
74
First Trust Advisors
Illinois
$4.49M +$1.47M +16,103 +43%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$4.48M -$62.1K -680 -1%

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.