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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
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$549K +$913 +10 +0.2%
JG
177
Jain Global
New York
$535K +$587K +6,424 New
X
178
Xponance
Pennsylvania
$531K +$25.7K +282 +5%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$531K -$4.38K -48 -0.7%
XT
180
XTX Topco
Cayman Islands
$521K +$339K +3,712 +146%
MCC
181
Malaga Cove Capital
California
$512K -$7.21K -79 -1%
BC
182
Bridgefront Capital
Texas
$512K +$561K +6,140 New
Raymond James Financial
183
Raymond James Financial
Florida
$494K +$541K +5,922 New
Nomura Holdings
184
Nomura Holdings
Japan
$488K +$535K +5,854 New
SA
185
Sanctuary Advisors
Indiana
$478K +$53.3K +584 +12%
HSWS
186
Higgins & Schmidt Wealth Strategies
Colorado
$473K +$70.2K +769 +16%
CGH
187
Crossmark Global Holdings
Texas
$452K +$730 +8 +0.1%
MF
188
Magnetar Financial
Illinois
$433K +$474K +5,193 New
SOADOR
189
State of Alaska Department of Revenue
Alaska
$420K -$14.6K -160 -3%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$409K +$447K +4,900 New
CL
191
Choreo LLC
Illinois
$404K +$48.3K +529 +12%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$399K -$27K -296 -6%
VPIM
193
Vanguard Personalized Indexing Management
California
$394K -$145K -1,589 -25%
Federated Hermes
194
Federated Hermes
Pennsylvania
$388K +$10.4K +114 +3%
BF
195
Brucke Financial
Indiana
$387K +$401K +4,389 New
US Bancorp
196
US Bancorp
Minnesota
$378K -$16.2K -177 -4%
RCM
197
Radnor Capital Management
Pennsylvania
$375K
IQI
198
Integrated Quantitative Investments
Washington
$344K +$377K +4,128 New
BC
199
Bayforest Capital
United Kingdom
$343K +$376K +4,116 New
Bank of Nova Scotia
200
Bank of Nova Scotia
Ontario, Canada
$339K +$5.11K +56 +1%

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.