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EFOR

Everforth Inc

247 hedge funds and large institutions have $1.66B invested in Everforth Inc in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 68 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $1.96B → $1.66B (-$302M)

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

99% less call options, than puts

Call options by funds: $19K | Put options by funds: $2.32M

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19K
Puts
$2.32M
Net Calls
Net Calls Change

Top Buyers

1 +$71.7M
2 +$46.4M
3 +$22.5M
4
RP
Reinhart Partners
Wisconsin
+$19.8M
5
Boston Partners
Boston Partners
Massachusetts
+$14.8M

Top Sellers

1 -$30.6M
2 -$19.7M
3 -$15.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$15.1M
5
SCM
SG Capital Management
Illinois
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$61K
KBC Group
177
KBC Group
Belgium
$60K
Nomura Asset Management
178
Nomura Asset Management
Japan
$57.3K
EWA
179
EverSource Wealth Advisors
Alabama
$54.7K
SCM
180
Sterling Capital Management
North Carolina
$53.5K
MCM
181
MAI Capital Management
Ohio
$51.3K
VCM
182
Versant Capital Management
Arizona
$50.6K
PFBT
183
Parkside Financial Bank & Trust
Missouri
$48.5K
HFS
184
Hantz Financial Services
Michigan
$47K
Osaic Holdings
185
Osaic Holdings
Arizona
$38.8K
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$36.9K
UB
187
UMB Bank
Missouri
$33.6K
BNP Paribas Asset Management
188
BNP Paribas Asset Management
France
$32.2K
AF
189
Allworth Financial
California
$31.5K
QCG
190
Quadrant Capital Group
Ohio
$30.8K
Jones Financial Companies
191
Jones Financial Companies
Missouri
$28.8K
SL
192
Salomon & Ludwin
Virginia
$27.9K
MTC
193
Matrix Trust Company
Colorado
$20K
WSFS
194
Wilmington Savings Fund Society
Delaware
$19.4K
IA
195
IFP Advisors
Florida
$18.2K
NWS
196
Nvest Wealth Strategies
Ohio
$18K
PA
197
Parallel Advisors
California
$17.6K
RFP
198
Root Financial Partners
California
$14.3K
EP
199
Essential Partners
California
$13.9K
TWD
200
True Wealth Design
Ohio
$12K