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EverCommerce
EVCM

55 hedge funds and large institutions have $1.92B invested in EverCommerce in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44.53% more ownership

Funds ownership: 43.1% → 87.63% (+45%)

38% more capital invested

Capital invested by funds: $1.39B → $1.92B (+$533M)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 54 → 55 (+1)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
23
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
Standard Investments
New York
+$30M
2
BCM
BlueCrest Capital Management
Jersey
+$21.4M
3
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$3.25M
4
MFA
Mayflower Financial Advisors
Massachusetts
+$2.62M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$10.9M
2
IM
Islet Management
New York
-$9.07M
3
Fidelity International
Fidelity International
Bermuda
-$7.38M
4
UI
Untitled Investments
New York
-$4.12M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
26
Teacher Retirement System of Texas
Texas
$945K -$267K -15,000 -20%
ECM
27
ExodusPoint Capital Management
New York
$896K +$230K +12,893 +29%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$844K -$690K -38,723 -42%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$744K +$81.4K +4,567 +11%
Bank of America
30
Bank of America
North Carolina
$730K +$797K +44,743 +2,803%
Renaissance Technologies
31
Renaissance Technologies
New York
$724K +$819K +45,969 New
N
32
Nuveen
North Carolina
$678K -$255K -14,301 -25%
SGI
33
Summit Global Investments
Utah
$665K +$752K +42,200 New
WP
34
Woodline Partners
California
$310K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$260K +$294K +16,500 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$181K +$205K +11,508 New
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$180K +$100K +5,639 +97%
Deutsche Bank
38
Deutsche Bank
Germany
$176K +$9.69K +544 +5%
Wells Fargo
39
Wells Fargo
California
$150K +$155K +8,725 +1,103%
UBS Group
40
UBS Group
Switzerland
$143K +$84.9K +4,765 +110%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$141K – – –
AIG
42
American International Group
New York
$139K -$4.72K -265 -3%
MIM
43
MetLife Investment Management
New Jersey
$112K – – –
Morgan Stanley
44
Morgan Stanley
New York
$100K -$134K -7,518 -54%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$84.9K – – –
Citigroup
46
Citigroup
New York
$67K +$11.4K +640 +18%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$61K +$42.7K +2,395 +161%
SO
48
STRS Ohio
Ohio
$59K – – –
IRC
49
Investors Research Corp
Georgia
$46K -$105K -5,882 -67%
TRCT
50
Tower Research Capital (TRC)
New York
$35K +$29.2K +1,637 +284%
1
2
3

EVCM Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2021, worth a combined $1.92B — up 38% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EVCM positions and 9 closed out — a net gain of 2 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Standard Investments, adding an estimated $30M. The largest seller was Invesco, exiting entirely with an estimated $10.9M sold.

  • 55 institutional investors held EverCommerce (EVCM) as of Q4 2021, up from 54 in Q3 2021.
  • Funds reported $1.92B of EverCommerce stock for Q4 2021, up 38% quarter-over-quarter.
  • 11 funds opened new EverCommerce positions in Q4 2021 and 9 closed out, a net change of +2 holders.
  • The largest EverCommerce buyer in Q4 2021 was Standard Investments, an estimated $30M added.
  • The largest EverCommerce seller in Q4 2021 was Invesco, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2021.