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EFOR

Everforth Inc

305 hedge funds and large institutions have $2.7B invested in Everforth Inc in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 102

0.88% more ownership

Funds ownership: 97.35%98.24% (+0.88%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less funds holding

Funds holding: 309305 (-4)

25% less capital invested

Capital invested by funds: $3.59B → $2.7B (-$888M)

72% less call options, than puts

Call options by funds: $825K | Put options by funds: $2.99M

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
110
Reduced
102
Closed
45
Calls
$825K
Puts
$2.99M
Net Calls
-$2.16M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$3.11M -$60.1K -781 -2%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$3.04M +$3.71M +48,255 New
First Trust Advisors
78
First Trust Advisors
Illinois
$2.68M -$876K -11,380 -21%
Citigroup
79
Citigroup
New York
$2.61M -$272K -3,530 -8%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$2.59M -$50.6K -658 -2%
CCG
81
Chatham Capital Group
Georgia
$2.58M +$132K +1,715 +4%
BA
82
Bridgewater Associates
Connecticut
$2.57M +$3.14M +40,830 New
EGM
83
Engineers Gate Manager
New York
$2.47M +$975K +12,673 +48%
Canada Life
84
Canada Life
Manitoba, Canada
$2.38M -$215K -2,794 -7%
CAM
85
Cresset Asset Management
Illinois
$2.36M -$1.16K -15 -0%
DTL
86
Dynamic Technology Lab
Singapore
$2.35M +$2.25M +29,263 +364%
LC
87
Littlejohn & Co
Connecticut
$2.29M +$2.8M +36,400 New
KCM
88
Kennedy Capital Management
Missouri
$2.18M -$1.6M -20,731 -37%
SIA
89
Sit Investment Associates
Minnesota
$2.17M
Assenagon Asset Management
90
Assenagon Asset Management
Luxembourg
$2.02M
Universal-Beteiligungs- und Servicegesellschaft
91
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.94M +$2.37M +30,743 New
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$1.82M +$729K +9,468 +49%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$1.78M +$255K +3,313 +13%
ECM
94
ExodusPoint Capital Management
New York
$1.77M +$2.17M +28,155 New
ACM
95
Aquatic Capital Management
Illinois
$1.63M +$1.29M +16,706 +182%
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$1.62M +$86.1K +1,119 +5%
PA
97
Paralel Advisors
Colorado
$1.51M
Wells Fargo
98
Wells Fargo
California
$1.48M -$895K -11,626 -33%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$1.46M -$7.71M -100,188 -81%
MOACM
100
Mutual of America Capital Management
New York
$1.43M -$46.3K -601 -3%

EFOR Hedge Fund Activity: Q1 2025 in Review

305 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2025, worth a combined $2.7B — down 25% from $3.59B a quarter earlier.

Fund positioning in EFOR was balanced in Q1 2025: 45 funds opened new positions, 45 closed out, 110 added to existing stakes and 102 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $47.6M.

  • 305 institutional investors held Everforth Inc (EFOR) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.7B of Everforth Inc stock for Q1 2025, down 25% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2025 and 45 closed out, a net change of 0 holders.
  • The largest Everforth Inc buyer in Q1 2025 was Fidelity Investments, an estimated $50.8M added.
  • The largest Everforth Inc seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2025.