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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
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$819K -$10.6K -116 -1%
Man Group
152
Man Group
United Kingdom
$815K +$21.5K +235 +2%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$815K +$76.8K +841 +9%
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$814K -$10.3K -113 -1%
KeyBank National Association
155
KeyBank National Association
Ohio
$795K +$59.3K +649 +7%
Two Sigma Investments
156
Two Sigma Investments
New York
$795K +$871K +9,535 New
VA
157
Vident Advisory
Georgia
$781K +$856K +9,376 New
LOAMU
158
Lombard Odier Asset Management (USA)
New York
$770K +$843K +9,234 New
PFSRSONJ
159
Police & Firemen's Retirement System of New Jersey
New Jersey
$768K +$842K +9,221 New
ACM
160
Aquatic Capital Management
Illinois
$767K +$840K +9,203 New
KK
161
KLP Kapitalforvaltning
Norway
$767K +$840K +9,200 New
VT
162
Vise Technologies
New York
$765K -$30.9K -338 -4%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$748K -$14.2K -155 -2%
HC
164
Henshaw Capital
Massachusetts
$724K
GCP
165
GSA Capital Partners
United Kingdom
$711K +$779K +8,536 New
BHCM
166
Brevan Howard Capital Management
Jersey
$690K +$756K +8,276 New
Lido Advisors
167
Lido Advisors
California
$686K -$183K -2,000 -20%
I
168
InceptionR
California
$673K -$89.3K -978 -11%
DTL
169
Dynamic Technology Lab
Singapore
$669K +$733K +8,030 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$646K -$35.6K -390 -5%
Creative Planning
171
Creative Planning
Kansas
$610K -$86.3K -945 -11%
HEIP
172
Hudson Edge Investment Partners
New Jersey
$594K +$30.1K +330 +5%
FRM
173
Fox Run Management
Connecticut
$590K +$647K +7,084 New
CCIA
174
Campbell & Co Investment Adviser
Maryland
$588K -$998K -10,934 -61%
RWM
175
Ritholtz Wealth Management
New York
$582K -$67.1K -735 -10%

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.