Everforth Inc: which funds bought and sold
Institutions that bought and sold Everforth shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 150 institutions that filed 13F reports for both quarters added to or opened positions in Everforth, and 137 cut or closed them. Together they added a net 129K shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 44K shares (+0.5%); index fund managers were net buyers of 991K shares (+6.1%). 75 opened a new position and 74 sold out entirely.
Bought, Q2 2026 150 institutions, 75 of them new holders Sold, Q2 2026 137 institutions, 74 of them sold out
Net change, all compared +129K shares (+0.3%)
Net change, active managers +44K shares (+0.5%), 19 bought, 20 sold
Buyers versus sellers
150 bought 31 137 sold
Active managers and hedge funds 19 bought · 20 sold · +44K
Index fund managers 7 bought · 4 sold · +991K
Other institutions 124 bought · 113 sold · −907K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D. E. Shaw & Co., Inc. Hedge fund | +1.3M +232.8% | 1.9M | $34.4M |
| New South Capital Management Inc | +793K New position | 793K | $14.2M |
| Blackrock, Inc. Index funds | +793K +11.9% | 7.5M | $133M |
| Jacobs Levy Equity Management, Inc Active manager | +585K New position | 585K | $10.5M |
| Ameriprise Financial Inc | +352K +64.7% | 897K | $16M |
| Glenmede Trust Co Na | +346K +164.7% | 555K | $9.9M |
| Edgestream Partners, L.P. Hedge fund | +309K New position | 309K | $5.5M |
| Goldman Sachs Group Inc | +254K +28.5% | 1.1M | $20.5M |
| Intrinsic Edge Capital Management LLC | +250K New position | 250K | $4.5M |
| Nuveen, LLC | +230K +227.4% | 331K | $5.9M |
| Creative Planning | +224K +490.6% | 269K | $4.8M |
| Prudential Financial Inc | +167K +49.7% | 503K | $9M |
| Systematic Financial Management LP | +167K +30.7% | 712K | $12.7M |
| Millennium Management LLC Hedge fund | +159K New position | 159K | $2.8M |
| Citadel Advisors LLC Hedge fund | +153K New position | 153K | $2.7M |
| Bank Of America Corp | +149K +40.8% | 513K | $9.2M |
| Allianz Asset Management Gmbh | +146K +28.4% | 660K | $11.8M |
| Boothbay Fund Management, LLC Hedge fund | +134K New position | 134K | $2.4M |
| Jpmorgan Chase & Co | +134K +45.7% | 426K | $8M |
| Hotchkis & Wiley Capital Management LLC Active manager | +132K +19.2% | 818K | $14.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D. E. Shaw & Co., Inc. Hedge fund | +1.3M +232.8% | 1.9M | $34.4M |
| Jacobs Levy Equity Management, Inc Active manager | +585K New position | 585K | $10.5M |
| Edgestream Partners, L.P. Hedge fund | +309K New position | 309K | $5.5M |
| Millennium Management LLC Hedge fund | +159K New position | 159K | $2.8M |
| Citadel Advisors LLC Hedge fund | +153K New position | 153K | $2.7M |
| Boothbay Fund Management, LLC Hedge fund | +134K New position | 134K | $2.4M |
| Hotchkis & Wiley Capital Management LLC Active manager | +132K +19.2% | 818K | $14.6M |
| Capital Fund Management S.A. Hedge fund | +108K New position | 108K | $1.9M |
| Tweedy, Browne Co LLC Active manager | +88K New position | 88K | $1.6M |
| Tudor Investment Corp Et Al Hedge fund | +77K New position | 77K | $1.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Reinhart Partners, Llc. | −1.7M Sold out | 0 | — |
| Invesco Ltd. | −1.3M −74.3% | 461K | $8.2M |
| Nomura Asset Management International Inc. | −1.1M −97.4% | 28K | $504,000 |
| Schroder Investment Management Group Active manager | −888K Sold out | 0 | — |
| FMR LLC Active manager | −649K −93.9% | 42K | $757,387 |
| Incline Global Management LLC | −440K Sold out | 0 | — |
| AQR Capital Management LLC Hedge fund | −416K −16.4% | 2.1M | $37.8M |
| Boston Partners Active manager | −390K Sold out | 0 | — |
| Dimensional Fund Advisors LP | −269K −14.2% | 1.6M | $29.1M |
| Deutsche Bank Ag\ | −190K −78.9% | 51K | $909,993 |
| Federated Hermes, Inc. Active manager | −152K −82.7% | 32K | $566,872 |
| BAMCO Inc Active manager | −150K −14.1% | 911K | $16.3M |
| Congress Asset Management Co Active manager | −125K Sold out | 0 | — |
| Citigroup Inc | −118K −58.1% | 85K | $1.5M |
| Voloridge Investment Management, LLC Hedge fund | −108K Sold out | 0 | — |
| Barclays PLC | −96K −93.2% | 7,023 | $125,502 |
| Hillsdale Investment Management Inc. | −94K Sold out | 0 | — |
| BNP Paribas Financial Markets | −93K −51.7% | 87K | $1.6M |
| Sei Investments Co | −89K −33.2% | 178K | $3.2M |
| Voya Investment Management LLC | −88K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Schroder Investment Management Group Active manager | −888K Sold out | 0 | — |
| FMR LLC Active manager | −649K −93.9% | 42K | $757,387 |
| AQR Capital Management LLC Hedge fund | −416K −16.4% | 2.1M | $37.8M |
| Boston Partners Active manager | −390K Sold out | 0 | — |
| Federated Hermes, Inc. Active manager | −152K −82.7% | 32K | $566,872 |
| BAMCO Inc Active manager | −150K −14.1% | 911K | $16.3M |
| Congress Asset Management Co Active manager | −125K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −108K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −66K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −62K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| New South Capital Management Inc | 793K | $14.2M |
| Jacobs Levy Equity Management, IncActive manager | 585K | $10.5M |
| Edgestream Partners, L.P.Hedge fund | 309K | $5.5M |
| Intrinsic Edge Capital Management LLC | 250K | $4.5M |
| Millennium Management LLCHedge fund | 159K | $2.8M |
| Citadel Advisors LLCHedge fund | 153K | $2.7M |
| Boothbay Fund Management, LLCHedge fund | 134K | $2.4M |
| Rhumbline AdvisersIndex funds | 123K | $2.2M |
| Capital Fund Management S.A.Hedge fund | 108K | $1.9M |
| Bleakley Financial Group, LLC | 90K | $1.6M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Reinhart Partners, Llc. | 1.7M | $63.9M |
| Schroder Investment Management GroupActive manager | 888K | $33.9M |
| Incline Global Management LLC | 440K | $17M |
| Boston PartnersActive manager | 390K | $15.1M |
| Congress Asset Management CoActive manager | 125K | $4.9M |
| Voloridge Investment Management, LLCHedge fund | 108K | $4.2M |
| Hillsdale Investment Management Inc. | 94K | $3.6M |
| Voya Investment Management LLC | 88K | $3.4M |
| Renaissance Technologies LLCHedge fund | 66K | $2.6M |
| Balyasny Asset Management L.P.Hedge fund | 62K | $2.4M |
Who holds the shares
- Institutions reporting
- 247
- Ten largest holders
- 55.1% of 13F-reported shares
- Index fund managers
- 39.7% of 13F-reported shares
- Active managers and hedge funds
- 21.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 19 | 20 | 11 | 12 | +44K | +0.5% |
| Index fund managers | 7 | 4 | 1 | 2 | +991K | +6.1% |
| Other institutions | 124 | 113 | 63 | 60 | −907K | −5.1% |