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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Standard Investments
New York
|
+$30M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$21.4M |
| 3 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$3.25M |
| 4 |
MFA
Mayflower Financial Advisors
Boston,
Massachusetts
|
+$2.62M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$10.9M |
| 2 |
IM
Islet Management
New York
|
-$9.07M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$7.38M |
| 4 |
UI
Untitled Investments
New York
|
-$4.12M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $26K | – | – | – |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $20K | – | – | – |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | +$1.25K | +70 | New |
|
|
LF
54
Lee Financial
Dallas,
Texas
| $1K | +$855 | +48 | New |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $187 | +$212K | +11,904 | New |
|
|
56
Invesco
Atlanta,
Georgia
| – | -$10.9M | -658,926 | Closed |
|
|
IM
57
Islet Management
New York
| – | -$9.07M | -550,000 | Closed |
|
|
UI
58
Untitled Investments
New York
| – | -$4.12M | -250,000 | Closed |
|
|
59
Alyeska Investment Group
Chicago,
Illinois
| – | -$2.47M | -150,000 | Closed |
|
60
SG Americas Securities
New York
| – | -$1.76M | -106,588 | Closed |
|
|
CCM
61
CAAS Capital Management
New York
| – | -$495K | -30,000 | Closed |
|
|
CSS
62
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$118K | -7,169 | Closed |
|
|
PHK
63
Point72 Hong Kong
Hong Kong
| – | -$48K | -2,887 | Closed |
|
|
DFCM
64
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$7K | -433 | Closed |
|
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.