Everforth Inc
EFOR
281 hedge funds and large institutions have $4.59B invested in Everforth Inc in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 30 closing their positions.
21% more call options, than puts
Call options by funds: $5.16M | Put options by funds: $4.27M
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
6% more capital invested
Capital invested by funds: $4.31B → $4.59B (+$276M)
1% more funds holding
Funds holding: 278 → 281 (+3)
0.81% less ownership
Funds ownership: 94.87% → 94.05% (-0.81%)
18% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 106
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$20M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$16.6M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$14.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.4M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$45.3M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$38.7M |
| 3 |
Millennium Management
New York
|
-$17.2M |
| 4 |
BlackRock
New York
|
-$10.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.81M |
EFOR Hedge Fund Activity: Q1 2024 in Review
281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2024, worth a combined $4.59B — up 6.4% from $4.31B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EFOR positions and 30 closed out — a net gain of 4 holders — while 87 added to existing stakes and 106 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $20M. The largest seller was Morgan Stanley, cutting an estimated $45.3M.
- 281 institutional investors held Everforth Inc (EFOR) as of Q1 2024, up from 278 in Q4 2023.
- Funds reported $4.59B of Everforth Inc stock for Q1 2024, up 6.4% quarter-over-quarter.
- 34 funds opened new Everforth Inc positions in Q1 2024 and 30 closed out, a net change of +4 holders.
- The largest Everforth Inc buyer in Q1 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $20M added.
- The largest Everforth Inc seller in Q1 2024 was Morgan Stanley, an estimated $45.3M sold.
Based on aggregated 13F filings for Q1 2024.