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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
CCG
76
Chatham Capital Group
Georgia
$3.49M +$48.7K +510 +1%
Canada Life
77
Canada Life
Manitoba, Canada
$3.48M +$254K +2,656 +7%
CAM
78
Cresset Asset Management
Illinois
$3.33M -$1.89M -19,801 -34%
SIA
79
Sit Investment Associates
Minnesota
$3.04M
Wells Fargo
80
Wells Fargo
California
$2.99M +$206K +2,154 +7%
First Trust Advisors
81
First Trust Advisors
Illinois
$2.96M -$57.1K -598 -2%
Barclays
82
Barclays
United Kingdom
$2.96M -$4.69M -49,090 -59%
NIG
83
NFJ Investment Group
Texas
$2.89M -$284K -2,977 -8%
Deutsche Bank
84
Deutsche Bank
Germany
$2.88M -$285K -2,983 -8%
Citigroup
85
Citigroup
New York
$2.82M +$1.7M +17,791 +125%
Allianz Asset Management
86
Allianz Asset Management
Germany
$2.74M +$1.54M +16,136 +108%
HCA
87
Harbor Capital Advisors
Illinois
$2.72M +$2.33M +24,410 +376%
American Century Companies
88
American Century Companies
Missouri
$2.68M -$966K -10,110 -25%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$2.66M -$191 -2 -0%
OTPPB
90
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.6M -$542K -5,670 -16%
Holocene Advisors
91
Holocene Advisors
New York
$2.49M +$1.02M +10,722 +61%
RJA
92
Raymond James & Associates
Florida
$2.42M -$118K -1,238 -4%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$2.37M +$2.27M +23,764 +762%
MOACM
94
Mutual of America Capital Management
New York
$2.32M -$176K -1,842 -7%
MAM
95
Martingale Asset Management
Massachusetts
$2.21M -$434K -4,545 -15%
AM
96
AGF Management
Ontario, Canada
$2.2M +$2.39M +24,965 New
DTL
97
Dynamic Technology Lab
Singapore
$2.08M +$2.26M +23,649 New
Mirae Asset Global ETFs Holdings
98
Mirae Asset Global ETFs Holdings
Hong Kong
$2.06M +$2.24M +23,411 New
CI
99
Cambiar Investors
Colorado
$2.03M
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$2.02M -$22.7K -238 -1%

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.