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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
BlackRock
1
BlackRock
New York
$492M +$2.02M +22,090 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$437M +$816K +8,938 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$320M +$11.3M +123,278 +3%
Macquarie Group
4
Macquarie Group
Australia
$179M +$8.73M +95,602 +5%
State Street
5
State Street
Massachusetts
$144M +$3.88M +42,452 +3%
BAMCO Inc
6
BAMCO Inc
New York
$131M -$29.6M -323,914 -17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$123M +$8.85M +96,916 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$103M -$1.28M -14,033 -1%
Victory Capital Management
9
Victory Capital Management
Texas
$76.7M +$11.3M +123,474 +15%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$76.1M -$75.3K -825 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$75M +$13.5M +147,577 +20%
Jennison Associates
12
Jennison Associates
New York
$61.3M +$29.2K +320 +0%
Invesco
13
Invesco
Georgia
$55.4M -$510K -5,580 -0.8%
Northern Trust
14
Northern Trust
Illinois
$52.6M +$7.75M +84,899 +16%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$52.4M -$110K -1,209 -0.2%
RP
16
Reinhart Partners
Wisconsin
$48.9M -$165K -1,806 -0.3%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$47M -$11.3M -123,854 -18%
Charles Schwab
18
Charles Schwab
California
$45.2M -$610K -6,686 -1%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$44.8M +$16.6M +182,080 +51%
Norges Bank
20
Norges Bank
Norway
$43.6M +$1.16M +12,715 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$38.4M +$10.9M +119,317 +35%
ACB
22
Aristotle Capital Boston
Massachusetts
$38.1M -$4.75M -51,994 -10%
Morgan Stanley
23
Morgan Stanley
New York
$36.9M -$2.83M -30,985 -7%
T. Rowe Price Investment Management
24
T. Rowe Price Investment Management
Maryland
$35.9M +$23.2M +253,869 +143%
Fidelity International
25
Fidelity International
Bermuda
$35.5M

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.