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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
PHK
151
Point72 Hong Kong
Hong Kong
$772K +$837K +8,758 New
PRC
152
Pearl River Capital
Michigan
$770K +$540K +5,647 +183%
HC
153
Henshaw Capital
Massachusetts
$766K +$9.74K +102 +1%
ProShare Advisors
154
ProShare Advisors
Maryland
$736K -$230K -2,406 -22%
Creative Planning
155
Creative Planning
Kansas
$731K -$233K -2,441 -23%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$726K -$783K -8,198 -50%
VT
157
Vise Technologies
New York
$717K +$230K +2,403 +42%
VA
158
Vident Advisory
Georgia
$675K +$731K +7,650 New
Man Group
159
Man Group
United Kingdom
$626K -$723K -7,572 -52%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$613K +$43.5K +455 +7%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$609K -$11.2K -117 -2%
HEIP
162
Hudson Edge Investment Partners
New Jersey
$599K
VPIM
163
Vanguard Personalized Indexing Management
California
$587K +$62.9K +658 +11%
Federated Hermes
164
Federated Hermes
Pennsylvania
$566K -$22.6K -237 -4%
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
$560K -$5.58M -58,358 -90%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$550K -$44.1K -462 -7%
X
167
Xponance
Pennsylvania
$545K -$51.6K -540 -8%
QCM
168
Quantinno Capital Management
New York
$540K +$273K +2,858 +88%
RWM
169
Ritholtz Wealth Management
New York
$537K +$109K +1,140 +23%
XT
170
XTX Topco
Cayman Islands
$454K +$492K +5,154 New
SOADOR
171
State of Alaska Department of Revenue
Alaska
$449K
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$448K
QT
173
Quantbot Technologies
New York
$440K +$476K +4,986 New
TI
174
Tidal Investments
Wisconsin
$438K +$14.5K +152 +3%
HSWS
175
Higgins & Schmidt Wealth Strategies
Colorado
$433K

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.