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EverCommerce
EVCM

81 hedge funds and large institutions have $1.27B invested in EverCommerce in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,000% more call options, than puts

Call options by funds: $71K | Put options by funds: $1K

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

1% more funds holding

Funds holding: 80 → 81 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.22% more ownership

Funds ownership: 88.19% → 88.41% (+0.22%)

32% less capital invested

Capital invested by funds: $1.88B → $1.27B (-$605M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
28
Reduced
22
Closed
13
Calls
$71K
Puts
$1K
Net Calls
+$70K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$2.57M
2
SI
Standard Investments
New York
+$1.91M
3
ECM
Element Capital Management
New York
+$1.32M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$860K
5
WCM
Westerly Capital Management
California
+$802K

Top Sellers

Rank Fund Capital Flow
1
1WCM
12 West Capital Management
New York
-$13.9M
2
WFO
Wealthgate Family Office
Colorado
-$3.21M
3
Goldman Sachs
Goldman Sachs
New York
-$2.98M
4
CIC
Cornercap Investment Counsel
Georgia
-$956K
5
WHG
Westwood Holdings Group
Texas
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$513K – – –
RAG
27
RIA Advisory Group
Iowa
$512K +$526K +68,771 New
N
28
Nuveen
North Carolina
$485K -$82.9K -10,844 -14%
LCM
29
Legato Capital Management
California
$469K +$482K +63,055 New
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$374K +$150K +19,565 +64%
Morgan Stanley
31
Morgan Stanley
New York
$374K -$109K -14,220 -22%
AllianceBernstein
32
AllianceBernstein
Tennessee
$299K +$42.8K +5,600 +16%
JF
33
Jump Financial
Illinois
$286K +$142K +18,532 +93%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$266K +$1.33K +174 +0.5%
Jane Street
35
Jane Street
New York
$261K +$125K +16,401 +88%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$259K -$1.38K -180 -0.5%
Tudor Investment Corp
37
Tudor Investment Corp
Connecticut
$240K +$246K +32,205 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$214K -$38.9K -5,096 -15%
AC
39
Aristides Capital
Kentucky
$160K +$165K +21,530 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$160K +$3.82K +500 +2%
PA
41
Parallel Advisors
California
$149K +$214 +28 +0.1%
Ameriprise
42
Ameriprise
Minnesota
$147K – – –
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$146K -$34.1K -4,466 -18%
MIM
44
MetLife Investment Management
New Jersey
$141K – – –
Renaissance Technologies
45
Renaissance Technologies
New York
$141K -$615K -80,500 -81%
CS
46
Credit Suisse
Switzerland
$141K -$963 -126 -0.7%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$118K -$84 -11 -0.1%
PCM
48
Prelude Capital Management
New York
$108K +$111K +14,490 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.7K +$795 +104 +0.8%
SFS
50
Summit Financial Strategies
Ohio
$91K – – –
1
2
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EVCM Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2022, worth a combined $1.27B — down 32% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVCM positions and 13 closed out — a net gain of 1 holder — while 28 added to existing stakes and 22 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $2.57M. The largest seller was 12 West Capital Management, exiting entirely with an estimated $13.9M sold.

  • 81 institutional investors held EverCommerce (EVCM) as of Q4 2022, up from 80 in Q3 2022.
  • Funds reported $1.27B of EverCommerce stock for Q4 2022, down 32% quarter-over-quarter.
  • 14 funds opened new EverCommerce positions in Q4 2022 and 13 closed out, a net change of +1 holder.
  • The largest EverCommerce buyer in Q4 2022 was AQR Capital Management, an estimated $2.57M added.
  • The largest EverCommerce seller in Q4 2022 was 12 West Capital Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2022.