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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
EGM
126
Engineers Gate Manager
New York
$1.2M +$1.3M +13,589 New
OQS
127
Occudo Quantitative Strategies
Florida
$1.2M +$1.3M +13,586 New
BCI
128
Brinker Capital Investments
Pennsylvania
$1.17M -$354K -3,704 -22%
OPS
129
Orion Portfolio Solutions
Nebraska
$1.17M -$354K -3,704 -22%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$1.16M -$1.13M -11,810 -47%
ASRS
131
Arizona State Retirement System
Arizona
$1.15M +$4.39K +46 +0.4%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$1.15M -$57.3K -600 -4%
TRCT
133
Tower Research Capital (TRC)
New York
$1.09M +$1.08M +11,320 +1,124%
ZB
134
Zions Bancorporation
Utah
$1.06M -$38.3K -401 -3%
NAM
135
NorthCrest Asset Manangement
Minnesota
$1.02M
SOMRS
136
State of Michigan Retirement System
Michigan
$972K -$57.3K -600 -5%
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$959K -$321K -3,360 -24%
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$923K +$1M +10,471 New
SO
139
STRS Ohio
Ohio
$917K +$105K +1,100 +12%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$905K -$49.1K -514 -5%
NMIMC
141
Northwestern Mutual Investment Management Company
Wisconsin
$903K -$27K -283 -3%
Lido Advisors
142
Lido Advisors
California
$903K +$978K +10,240 New
NMERB
143
New Mexico Educational Retirement Board
New Mexico
$899K
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$897K -$25.6K -268 -3%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$838K -$210K -2,200 -19%
ACM
146
Argent Capital Management
Missouri
$830K +$274K +2,868 +44%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$821K -$48.2K -504 -5%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$813K +$115K +1,200 +15%
KeyBank National Association
149
KeyBank National Association
Ohio
$797K +$56.9K +596 +7%
Squarepoint
150
Squarepoint
New York
$778K +$843K +8,822 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.