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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.96M -$96.2K -1,007 -4%
AB
102
Amalgamated Bank
New York
$1.96M -$238K -2,493 -10%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$1.95M +$417K +4,362 +25%
PA
104
Paralel Advisors
Colorado
$1.92M +$2.08M +21,790 New
Assenagon Asset Management
105
Assenagon Asset Management
Luxembourg
$1.89M +$1.75M +18,366 +595%
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.8M +$1.95M +20,380 New
EAM
107
EULAV Asset Management
Florida
$1.77M
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.76M -$2.3M -24,107 -55%
YCM
109
Yousif Capital Management
Michigan
$1.75M -$227K -2,376 -11%
SG Americas Securities
110
SG Americas Securities
New York
$1.75M +$1.8M +18,868 +1,852%
Prudential Financial
111
Prudential Financial
New Jersey
$1.72M +$1.18M +12,370 +172%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$1.7M -$101K -1,057 -5%
IMRF
113
Illinois Municipal Retirement Fund
Illinois
$1.7M
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$1.69M -$876K -9,174 -32%
Comerica Bank
115
Comerica Bank
Texas
$1.52M -$223K -2,331 -12%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$1.52M +$177K +1,854 +12%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$1.5M +$85.9K +899 +6%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$1.48M
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$1.36M +$6.21K +65 +0.4%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$1.32M -$6.02K -63 -0.4%
GAM
122
Gotham Asset Management
New York
$1.31M +$358K +3,750 +34%
LPL Financial
123
LPL Financial
California
$1.28M +$26.9K +282 +2%
AIP
124
Ameritas Investment Partners
Nebraska
$1.25M -$80.3K -840 -6%
AAM
125
Azzad Asset Management
Virginia
$1.25M +$1.35M +14,137 New

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.