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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$92K -$78.1K -7,239 -41%
Jane Street
52
Jane Street
New York
$91K -$26.2K -2,430 -19%
Invesco
53
Invesco
Georgia
$90K +$108K +10,029 New
IRC
54
Investors Research Corp
Georgia
$80K +$95.1K +8,822 New
Legal & General Group
55
Legal & General Group
United Kingdom
$79K +$62.2K +5,771 +197%
Bank of America
56
Bank of America
North Carolina
$76K +$12.8K +1,186 +17%
Barclays
57
Barclays
United Kingdom
$59K -$39.5K -3,660 -36%
Lazard Asset Management
58
Lazard Asset Management
New York
$48K +$48.6K +4,509 +507%
PI
59
PEAK6 Investments
Illinois
$31.2K +$28.4K +2,634 New
AB
60
Amalgamated Bank
New York
$29K -$6.13K -568 -15%
SOW
61
State of Wyoming
Wyoming
$29K +$34K +3,157 New
Citigroup
62
Citigroup
New York
$23K +$15K +1,387 +123%
AIP
63
Ameritas Investment Partners
Nebraska
$21K
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$20.1K
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$15K
TRCT
66
Tower Research Capital (TRC)
New York
$7K -$11.5K -1,070 -59%
Wells Fargo
67
Wells Fargo
California
$3K -$67.3K -6,244 -95%
UBS Group
68
UBS Group
Switzerland
$3K -$55.8K -5,171 -95%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$2K +$11 +1 +0.4%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1K -$18.4K -1,706 -93%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$1K +$1.69K +157 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$322 -$1.36M -125,994 -79%
HI
73
HBK Investments
Texas
-$660K -50,000 Closed
SGI
74
Summit Global Investments
Utah
-$565K -42,800 Closed
PCG
75
Private Capital Group
Connecticut
-$1K -103 Closed

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.