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EFOR

Everforth Inc

249 hedge funds and large institutions have $1.67B invested in Everforth Inc in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 68 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 68

9.23% more ownership

Funds ownership: 95.26%104.49% (+9.2%)

9% less funds holding

Funds holding: 275249 (-26)

15% less capital invested

Capital invested by funds: $1.96B → $1.67B (-$290M)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

99% less call options, than puts

Call options by funds: $19K | Put options by funds: $2.32M

Holders
249
Holders Change
-26
Holders Change %
-9.45%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
103
Reduced
68
Closed
65
Calls
$19K
Puts
$2.32M
Net Calls
-$2.3M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M +$46.4M +1,041,200 +19%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$127M +$146M +3,283,646 New
AQR Capital Management
3
AQR Capital Management
Connecticut
$98M +$71.7M +1,608,056 +174%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73.4M +$5.38M +120,700 +7%
Invesco
5
Invesco
Georgia
$69.4M +$6.95M +155,929 +10%
VCM
6
Vanguard Capital Management
Pennsylvania
$68M +$78.3M +1,756,568 New
State Street
7
State Street
Massachusetts
$67.5M +$4M +89,760 +5%
RP
8
Reinhart Partners
Wisconsin
$63.9M +$19.8M +444,015 +37%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$53.1M +$2.17M +48,632 +4%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$46.5M +$12.1M +272,330 +29%
NAMI
11
Nomura Asset Management International
Pennsylvania
$42.7M -$6.33M -141,963 -11%
BAMCO Inc
12
BAMCO Inc
New York
$41.1M -$11.1M -250,000 -19%
Goldman Sachs
13
Goldman Sachs
New York
$34.5M +$11.4M +256,520 +40%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$33.9M +$7.2M +161,588 +22%
Morgan Stanley
15
Morgan Stanley
New York
$27M +$8.09M +181,599 +35%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$26.8M +$2.87M +64,332 +10%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$26.6M -$1.1M -24,676 -3%
Charles Schwab
18
Charles Schwab
California
$22.4M +$3.87M +86,737 +18%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$22.4M -$15.1M -339,454 -37%
SFM
20
Systematic Financial Management
New Jersey
$21.1M +$2.68M +60,156 +12%
Ameriprise
21
Ameriprise
Minnesota
$21.1M +$3.7M +83,110 +18%
Allianz Asset Management
22
Allianz Asset Management
Germany
$19.9M +$6.41M +143,798 +39%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$19.5M +$22.5M +504,645 New
Northern Trust
24
Northern Trust
Illinois
$18.7M -$2.72M -60,965 -11%
Fidelity International
25
Fidelity International
Bermuda
$18M +$9.63M +216,000 +86%

EFOR Hedge Fund Activity: Q1 2026 in Review

249 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q1 2026, worth a combined $1.67B — down 15% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of EFOR and 45 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 103 added.

The largest buyer was AQR Capital Management, adding an estimated $71.7M. The largest seller was New South Capital Management, exiting entirely with an estimated $30.6M sold.

  • 249 institutional investors held Everforth Inc (EFOR) as of Q1 2026, down from 275 in Q4 2025.
  • Funds reported $1.67B of Everforth Inc stock for Q1 2026, down 15% quarter-over-quarter.
  • 45 funds opened new Everforth Inc positions in Q1 2026 and 65 closed out, a net change of -20 holders.
  • The largest Everforth Inc buyer in Q1 2026 was AQR Capital Management, an estimated $71.7M added.
  • The largest Everforth Inc seller in Q1 2026 was New South Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2026.