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EFOR

Everforth Inc

309 hedge funds and large institutions have $3.59B invested in Everforth Inc in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 93 increasing their positions, 114 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $658K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

4% more funds holding

Funds holding: 296309 (+13)

2.35% more ownership

Funds ownership: 95%97.35% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $3.97B → $3.59B (-$387M)

18% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 114

Holders
309
Holders Change
+13
Holders Change %
+4.39%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
93
Reduced
114
Closed
37
Calls
$2.01M
Puts
$658K
Net Calls
+$1.35M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
101
Martingale Asset Management
Massachusetts
$2.25M +$174K +1,911 +8%
EGM
102
Engineers Gate Manager
New York
$2.21M +$1.83M +20,091 +311%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$2.07M +$372K +4,072 +20%
Mirae Asset Global ETFs Holdings
104
Mirae Asset Global ETFs Holdings
Hong Kong
$2.05M -$9.5K -104 -0.4%
PA
105
Paralel Advisors
Colorado
$2M +$199K +2,176 +10%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$1.97M +$176K +1,931 +9%
MOACM
107
Mutual of America Capital Management
New York
$1.95M -$79K -865 -4%
SSA
108
Schonfeld Strategic Advisors
New York
$1.86M +$2.04M +22,360 New
OL
109
one8zero8 LLC
North Carolina
$1.86M +$2.04M +22,292 New
PI
110
PineBridge Investments
New York
$1.83M +$600K +6,576 +43%
Connor, Clark & Lunn Investment Management (CC&L)
111
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.81M +$1M +10,979 +102%
AAM
112
Azzad Asset Management
Virginia
$1.8M +$227K +2,486 +13%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.79M +$784K +8,587 +67%
CI
114
Cambiar Investors
Colorado
$1.77M -$166K -1,815 -8%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$1.77M -$102K -1,121 -5%
AB
116
Amalgamated Bank
New York
$1.71M -$8.04K -88 -0.4%
LPL Financial
117
LPL Financial
California
$1.69M +$224K +2,454 +15%
EAM
118
EULAV Asset Management
Florida
$1.68M
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$1.64M
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$1.62M -$154K -1,683 -8%
DB
121
Danske Bank
Denmark
$1.62M +$160K +1,750 +10%
IMRF
122
Illinois Municipal Retirement Fund
Illinois
$1.62M -$556K -6,093 -24%
IIM
123
INTECH Investment Management
Florida
$1.49M +$755K +8,269 +86%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$1.46M -$228K -2,494 -12%
ZB
125
Zions Bancorporation
Utah
$1.43M +$262K +2,865 +20%

EFOR Hedge Fund Activity: Q4 2024 in Review

309 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q4 2024, worth a combined $3.59B — down 9.7% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EFOR positions and 37 closed out — a net gain of 16 holders — while 93 added to existing stakes and 114 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $23.2M. The largest seller was Boston Partners, exiting entirely with an estimated $126M sold.

  • 309 institutional investors held Everforth Inc (EFOR) as of Q4 2024, up from 296 in Q3 2024.
  • Funds reported $3.59B of Everforth Inc stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 53 funds opened new Everforth Inc positions in Q4 2024 and 37 closed out, a net change of +16 holders.
  • The largest Everforth Inc buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $23.2M added.
  • The largest Everforth Inc seller in Q4 2024 was Boston Partners, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2024.