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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
CWM
201
CIBC World Markets
New York
$337K +$369K +4,041 New
OL
202
Optas LLC
Texas
$334K +$91 +1 +0%
FCM
203
Fieldview Capital Management
Michigan
$331K +$362K +3,969 New
AI
204
Atria Investments
North Carolina
$321K -$168K -1,844 -32%
AC
205
AXQ Capital
New Jersey
$319K +$349K +3,826 New
QC
206
Quantessence Capital
New York
$309K +$339K +3,713 New
LA
207
Lindenwold Advisors
Pennsylvania
$308K -$13.1K -144 -4%
SOW
208
State of Wyoming
Wyoming
$301K +$330K +3,612 New
VI
209
Vestcor Inc
New Brunswick, Canada
$301K
TRCT
210
Tower Research Capital (TRC)
New York
$301K +$158K +1,725 +92%
ET
211
Entropy Technologies
New York
$299K +$328K +3,590 New
AC
212
Aristides Capital
Kentucky
$287K +$94.3K +1,033 +43%
ZI
213
ZEGA Investments
Florida
$283K +$280K +3,063 New
SAM
214
Securian Asset Management
Minnesota
$278K -$13K -142 -4%
CCM
215
Coldstream Capital Management
Washington
$273K -$11.5K -126 -4%
PD
216
Point72 (DIFC)
United Arab Emirates
$272K +$298K +3,259 New
CIM
217
Cambria Investment Management
California
$259K +$6.39K +70 +2%
VCA
218
Verdence Capital Advisors
Maryland
$255K +$1.74K +19 +0.6%
VI
219
Versor Investments
New York
$249K -$195K -2,135 -42%
PTC
220
Petrus Trust Company
Texas
$243K +$267K +2,921 New
EIM
221
Essex Investment Management
Massachusetts
$242K
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$240K -$2.23M -24,372 -89%
PAS
223
Point72 Asia (Singapore)
Singapore
$222K +$243K +2,666 New
OAM
224
Oppenheimer Asset Management
New York
$215K -$31K -339 -12%
VF
225
Vista Finance
Missouri
$206K +$226K +2,472 New

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.