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EFOR

Everforth Inc

287 hedge funds and large institutions have $2.15B invested in Everforth Inc in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.22% less ownership

Funds ownership: 98.24%98.02% (-0.22%)

6% less funds holding

Funds holding: 305287 (-18)

20% less capital invested

Capital invested by funds: $2.7B → $2.15B (-$552M)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

54% less call options, than puts

Call options by funds: $418K | Put options by funds: $913K

Holders
287
Holders Change
-18
Holders Change %
-5.9%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
92
Reduced
117
Closed
53
Calls
$418K
Puts
$913K
Net Calls
-$495K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$6.57M +$527K +9,652 +8%
Federated Hermes
52
Federated Hermes
Pennsylvania
$5.92M +$6.25M +114,418 +2,727%
LC
53
Littlejohn & Co
Connecticut
$5.74M +$4.29M +78,559 +216%
ClearBridge Investments
54
ClearBridge Investments
New York
$5.72M +$78.3K +1,433 +1%
Barclays
55
Barclays
United Kingdom
$5.36M +$1.86M +34,134 +47%
LWIC
56
Leith Wheeler Investment Counsel
British Columbia, Canada
$5.04M -$148K -2,701 -3%
N
57
Nuveen
North Carolina
$5.04M -$1.12M -20,544 -17%
AllianceBernstein
58
AllianceBernstein
Tennessee
$4.45M -$219K -4,008 -4%
EP
59
Edgestream Partners
New Jersey
$4.41M +$4.82M +88,229 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.19M -$98.3K -1,800 -2%
Prudential Financial
61
Prudential Financial
New Jersey
$4.12M -$3.03M -55,457 -40%
Holocene Advisors
62
Holocene Advisors
New York
$3.85M +$360K +6,590 +9%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$3.78M -$38.7K -709 -0.9%
UBS Group
64
UBS Group
Switzerland
$3.7M -$3.95M -72,270 -49%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$3.7M -$16.8M -307,450 -81%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$3.69M -$281K -5,150 -7%
Legal & General Group
67
Legal & General Group
United Kingdom
$3.69M -$998K -18,271 -20%
First Trust Advisors
68
First Trust Advisors
Illinois
$3.67M +$1.7M +31,041 +73%
Marshall Wace
69
Marshall Wace
United Kingdom
$2.86M +$2.37M +43,316 +309%
AM
70
AGF Management
Ontario, Canada
$2.76M +$3.02M +55,260 New
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$2.67M -$14.4K -263 -0.5%
ECM
72
ExodusPoint Capital Management
New York
$2.62M +$1.32M +24,213 +86%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$2.58M -$9.34K -171 -0.3%
MIM
74
MetLife Investment Management
New Jersey
$2.41M -$51.4K -941 -2%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.35M -$141K -2,576 -5%

EFOR Hedge Fund Activity: Q2 2025 in Review

287 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2025, worth a combined $2.15B — down 20% from $2.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of EFOR and 38 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 92 added.

The largest buyer was Millennium Management, adding an estimated $31.1M. The largest seller was Fidelity Investments, cutting an estimated $53.6M.

  • 287 institutional investors held Everforth Inc (EFOR) as of Q2 2025, down from 305 in Q1 2025.
  • Funds reported $2.15B of Everforth Inc stock for Q2 2025, down 20% quarter-over-quarter.
  • 38 funds opened new Everforth Inc positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Everforth Inc buyer in Q2 2025 was Millennium Management, an estimated $31.1M added.
  • The largest Everforth Inc seller in Q2 2025 was Fidelity Investments, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.