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EFOR

Everforth Inc

297 hedge funds and large institutions have $3.81B invested in Everforth Inc in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

6% more funds holding

Funds holding: 281297 (+16)

0.03% more ownership

Funds ownership: 94.05%94.09% (+0.03%)

17% less capital invested

Capital invested by funds: $4.59B → $3.81B (-$773M)

18% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $4.11M

Holders
297
Holders Change
+16
Holders Change %
+5.69%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
58
Increased
85
Reduced
104
Closed
37
Calls
$1.91M
Puts
$4.11M
Net Calls
-$2.19M
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$521M +$30.5M +319,503 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$446M +$30.8M +322,778 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$331M -$793K -8,298 -0.2%
BAMCO Inc
4
BAMCO Inc
New York
$188M -$9.55M -100,000 -4%
Macquarie Group
5
Macquarie Group
Australia
$181M +$69.4M +726,548 +55%
State Street
6
State Street
Massachusetts
$151M -$4.53M -47,384 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$131M -$3.04M -31,852 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$107M +$15.1M +158,317 +15%
Invesco
9
Invesco
Georgia
$96.4M -$33.1M -346,868 -24%
Boston Partners
10
Boston Partners
Massachusetts
$88.7M -$1.66M -17,407 -2%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$80.6M +$198K +2,068 +0.2%
Victory Capital Management
12
Victory Capital Management
Texas
$74.2M -$4.84M -50,620 -6%
Jennison Associates
13
Jennison Associates
New York
$64.4M +$8.14M +85,213 +13%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$59.4M +$1.02M +10,712 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$56.6M -$15.2M -159,232 -20%
Goldman Sachs
16
Goldman Sachs
New York
$52.3M -$8.44M -88,301 -13%
VNIM
17
Vaughan Nelson Investment Management
Texas
$51.2M +$3.36M +35,165 +6%
Northern Trust
18
Northern Trust
Illinois
$48.6M +$500K +5,230 +1%
Charles Schwab
19
Charles Schwab
California
$48.5M -$579K -6,064 -1%
RP
20
Reinhart Partners
Wisconsin
$48.4M +$104K +1,092 +0.2%
ACB
21
Aristotle Capital Boston
Massachusetts
$46.7M -$4.32M -45,189 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$45M +$3.67M +38,433 +8%
Morgan Stanley
23
Morgan Stanley
New York
$42.8M +$6.83M +71,531 +17%
Fidelity International
24
Fidelity International
Bermuda
$41.9M -$20.5M -215,000 -31%
Norges Bank
25
Norges Bank
Norway
$41.2M -$6.99M -73,160 -14%

EFOR Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2024, worth a combined $3.81B — down 17% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EFOR positions and 37 closed out — a net gain of 21 holders — while 85 added to existing stakes and 104 trimmed.

The largest buyer was Macquarie Group, adding an estimated $69.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $83.1M.

  • 297 institutional investors held Everforth Inc (EFOR) as of Q2 2024, up from 281 in Q1 2024.
  • Funds reported $3.81B of Everforth Inc stock for Q2 2024, down 17% quarter-over-quarter.
  • 58 funds opened new Everforth Inc positions in Q2 2024 and 37 closed out, a net change of +21 holders.
  • The largest Everforth Inc buyer in Q2 2024 was Macquarie Group, an estimated $69.4M added.
  • The largest Everforth Inc seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2024.