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EFOR

Everforth Inc

249 hedge funds and large institutions have $1.67B invested in Everforth Inc in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 68

9.23% more ownership

Funds ownership: 95.26%104.49% (+9.2%)

9% less funds holding

Funds holding: 275249 (-26)

15% less capital invested

Capital invested by funds: $1.96B → $1.67B (-$290M)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

99% less call options, than puts

Call options by funds: $19K | Put options by funds: $2.32M

Holders
249
Holders Change
-26
Holders Change %
-9.45%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
103
Reduced
68
Closed
65
Calls
$19K
Puts
$2.32M
Net Calls
-$2.3M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$4M -$4.43M -99,324 -49%
N
52
Nuveen
North Carolina
$3.91M +$161K +3,603 +4%
Legal & General Group
53
Legal & General Group
United Kingdom
$3.83M +$1.41M +31,713 +47%
First Trust Advisors
54
First Trust Advisors
Illinois
$3.8M +$393K +8,826 +10%
Man Group
55
Man Group
United Kingdom
$3.67M +$3.49M +78,384 +475%
HIM
56
Hillsdale Investment Management
Ontario, Canada
$3.64M -$258K -5,800 -6%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$3.41M -$226K -5,082 -5%
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.27M -$84.7K -1,900 -2%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.89M +$1.14M +25,620 +52%
QCM
60
Quantinno Capital Management
New York
$2.65M +$1.9M +42,678 +165%
SG Americas Securities
61
SG Americas Securities
New York
$2.65M +$1.24M +27,903 +69%
Renaissance Technologies
62
Renaissance Technologies
New York
$2.57M -$10.9M -244,200 -79%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.56M -$1.48M -33,242 -38%
HCA
64
Harbor Capital Advisors
Illinois
$2.55M +$990K +22,213 +51%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$2.41M -$4.68M -104,908 -63%
American Century Companies
66
American Century Companies
Missouri
$2.33M +$352K +7,905 +15%
CAS
67
Coppell Advisory Solutions
Texas
$2.13M +$2.48M +55,729 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$2.09M +$499K +11,199 +26%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.01M +$479K +10,745 +26%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$2.01M +$324K +7,261 +16%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$1.91M -$61.8K -1,386 -3%
VGA
72
Vanguard Global Advisers
Pennsylvania
$1.91M +$2.19M +49,246 New
CEI
73
Clark Estates Inc
New York
$1.89M
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$1.88M +$855K +19,177 +65%
Creative Planning
75
Creative Planning
Kansas
$1.77M -$256K -5,751 -11%

EFOR Hedge Fund Activity: Q1 2026 in Review

249 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2026, worth a combined $1.67B — down 15% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of EFOR and 45 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 103 added.

The largest buyer was AQR Capital Management, adding an estimated $71.7M. The largest seller was New South Capital Management, exiting entirely with an estimated $30.6M sold.

  • 249 institutional investors held Everforth Inc (EFOR) as of Q1 2026, down from 275 in Q4 2025.
  • Funds reported $1.67B of Everforth Inc stock for Q1 2026, down 15% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2026 and 65 closed out, a net change of -20 holders.
  • The largest Everforth Inc buyer in Q1 2026 was AQR Capital Management, an estimated $71.7M added.
  • The largest Everforth Inc seller in Q1 2026 was New South Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2026.