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EverCommerce

75 hedge funds and large institutions have $1.56B invested in EverCommerce in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

23% more funds holding

Funds holding: 6175 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.16% less ownership

Funds ownership: 88.32%88.16% (-0.16%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

32% less capital invested

Capital invested by funds: $2.28B → $1.56B (-$720M)

54% less call options, than puts

Call options by funds: $86K | Put options by funds: $188K

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
20
Reduced
22
Closed
3
Calls
$86K
Puts
$188K
Net Calls
-$102K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$689K +$247K +22,937 +43%
Swiss National Bank
27
Swiss National Bank
Switzerland
$624K +$744K +69,000 New
Morgan Stanley
28
Morgan Stanley
New York
$512K +$479K +44,374 +359%
DTL
29
Dynamic Technology Lab
Singapore
$341K +$407K +37,752 New
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$316K +$238K +22,065 +172%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$298K +$69.5K +6,449 +24%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$293K +$349K +32,372 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$288K +$222K +20,552 +182%
JF
34
Jump Financial
Illinois
$259K +$48.5K +4,500 +19%
AllianceBernstein
35
AllianceBernstein
Tennessee
$226K +$270K +25,000 New
CSS
36
Cubist Systematic Strategies
Connecticut
$194K +$231K +21,424 New
OQS
37
Occudo Quantitative Strategies
Florida
$190K -$1.53K -142 -0.7%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$190K +$16.2K +1,500 +8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$189K +$226K +20,941 New
Osaic Holdings
40
Osaic Holdings
Arizona
$189K +$226K +20,941 New
PA
41
Parallel Advisors
California
$181K
PO
42
Private Ocean
California
$180K +$216K +20,000 New
MIM
43
MetLife Investment Management
New Jersey
$171K
CS
44
Credit Suisse
Switzerland
$171K +$204K +18,936 New
SSA
45
Schonfeld Strategic Advisors
New York
$140K -$4.31K -400 -3%
E
46
Ergoteles
New York
$123K +$147K +13,639 New
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121K -$9.33K -865 -6%
SFS
48
Summit Financial Strategies
Ohio
$111K
Deutsche Bank
49
Deutsche Bank
Germany
$104K -$68K -6,307 -35%
AIG
50
American International Group
New York
$102K -$38.7K -3,592 -24%

EVCM Hedge Fund Activity: Q2 2022 in Review

75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q2 2022, worth a combined $1.56B — down 32% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVCM positions and 3 closed out — a net gain of 16 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.96M. The largest seller was Fidelity International, cutting an estimated $9.88M.

  • 75 institutional investors held EverCommerce (EVCM) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $1.56B of EverCommerce stock for Q2 2022, down 32% quarter-over-quarter.
  • 19 funds opened new EverCommerce positions in Q2 2022 and 3 closed out, a net change of +16 holders.
  • The largest EverCommerce buyer in Q2 2022 was JP Morgan Chase, an estimated $1.96M added.
  • The largest EverCommerce seller in Q2 2022 was Fidelity International, an estimated $9.88M sold.

Based on aggregated 13F filings for Q2 2022.