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EFOR

Everforth Inc

250 hedge funds and large institutions have $3.51B invested in Everforth Inc in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.13% less ownership

Funds ownership: 93.97%93.84% (-0.13%)

3% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 99

9% less capital invested

Capital invested by funds: $3.84B → $3.51B (-$330M)

9% less funds holding

Funds holding: 274250 (-24)

43% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $4.78M

45% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 53

Holders
250
Holders Change
-24
Holders Change %
-8.76%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
96
Reduced
99
Closed
53
Calls
$2.74M
Puts
$4.78M
Net Calls
-$2.04M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$434M +$2.54M +35,297 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M -$5.89M -81,885 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$305M -$128M -1,784,689 -31%
BAMCO Inc
4
BAMCO Inc
New York
$167M +$5.69M +79,181 +4%
State Street
5
State Street
Massachusetts
$129M +$1.53M +21,269 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$124M +$10.4M +144,647 +10%
Boston Partners
7
Boston Partners
Massachusetts
$123M -$1.2M -16,641 -1%
Fidelity International
8
Fidelity International
Bermuda
$109M +$390K +5,421 +0.4%
Invesco
9
Invesco
Georgia
$101M -$1.06M -14,701 -1%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$99.7M +$30M +416,959 +46%
Macquarie Group
11
Macquarie Group
Australia
$98.7M +$1.76M +24,483 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$73.7M +$3.18M +44,267 +5%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$72.4M +$4.68M +65,063 +7%
PFO
14
Pathstone Family Office
New Jersey
$69.5M +$2.86M +39,827 +5%
PAMS
15
Pictet Asset Management (Switzerland)
Switzerland
$59.3M -$2.44M -34,003 -4%
Goldman Sachs
16
Goldman Sachs
New York
$56.2M +$7.44M +103,553 +16%
Northern Trust
17
Northern Trust
Illinois
$48.3M -$742K -10,327 -2%
ACB
18
Aristotle Capital Boston
Massachusetts
$47M +$1.02M +14,151 +2%
Morgan Stanley
19
Morgan Stanley
New York
$46.4M +$5.07M +70,568 +13%
Charles Schwab
20
Charles Schwab
California
$42M -$38K -529 -0.1%
Norges Bank
21
Norges Bank
Norway
$39.6M +$3.85M +53,533 +11%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$39.4M +$12.9K +180 +0%
RP
23
Reinhart Partners
Wisconsin
$35M +$16.6M +231,479 +100%
Victory Capital Management
24
Victory Capital Management
Texas
$34M +$31.8M +441,953 +5,462%
VNIM
25
Vaughan Nelson Investment Management
Texas
$33.6M -$8.63M -120,036 -21%

EFOR Hedge Fund Activity: Q2 2023 in Review

250 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2023, worth a combined $3.51B — down 8.6% from $3.84B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of EFOR and 29 opened new positions — a net loss of 24 holders — while 99 trimmed existing stakes and 96 added.

The largest buyer was Victory Capital Management, adding an estimated $31.8M. The largest seller was Fidelity Investments, cutting an estimated $128M.

  • 250 institutional investors held Everforth Inc (EFOR) as of Q2 2023, down from 274 in Q1 2023.
  • Funds reported $3.51B of Everforth Inc stock for Q2 2023, down 8.6% quarter-over-quarter.
  • 29 funds opened new Everforth Inc positions in Q2 2023 and 53 closed out, a net change of -24 holders.
  • The largest Everforth Inc buyer in Q2 2023 was Victory Capital Management, an estimated $31.8M added.
  • The largest Everforth Inc seller in Q2 2023 was Fidelity Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2023.