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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
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39M -$28.3K -310 -2%
YCM
127
Yousif Capital Management
Michigan
$1.37M -$60.9K -667 -4%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$1.3M -$92.1K -1,009 -6%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$1.23M
New York State Common Retirement Fund
130
New York State Common Retirement Fund
New York
$1.23M
OTPPB
131
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.19M +$183K +2,002 +16%
ProShare Advisors
132
ProShare Advisors
Maryland
$1.19M +$342K +3,750 +36%
ACM
133
Argent Capital Management
Missouri
$1.16M +$305K +3,339 +32%
Comerica Bank
134
Comerica Bank
Texas
$1.13M -$98.8K -1,082 -7%
GAM
135
Gotham Asset Management
New York
$1.12M +$675K +7,393 +122%
AIP
136
Ameritas Investment Partners
Nebraska
$1.12M -$30.9K -338 -2%
ASRS
137
Arizona State Retirement System
Arizona
$1.08M -$19.6K -215 -2%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$1.03M -$9.13K -100 -0.8%
OQS
139
Occudo Quantitative Strategies
Florida
$1.02M +$498K +5,456 +80%
BCI
140
Brinker Capital Investments
Pennsylvania
$982K -$47.4K -519 -4%
OPS
141
Orion Portfolio Solutions
Nebraska
$982K -$47.4K -519 -4%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$980K -$474K -5,195 -31%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$977K -$9.13K -100 -0.8%
NAM
144
NorthCrest Asset Manangement
Minnesota
$952K -$17.2K -188 -2%
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$906K
QC
146
Quadrature Capital
United Kingdom
$904K +$990K +10,843 New
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$888K +$89.1K +976 +10%
SOMRS
148
State of Michigan Retirement System
Michigan
$868K -$18.3K -200 -2%
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$850K
QCM
150
Quantinno Capital Management
New York
$832K -$6.57K -72 -0.7%

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.