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EverCommerce

90 hedge funds and large institutions have $1.73B invested in EverCommerce in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

6% more funds holding

Funds holding: 8590 (+5)

0.46% more ownership

Funds ownership: 90.33%90.79% (+0.46%)

6% less capital invested

Capital invested by funds: $1.84B → $1.73B (-$103M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
23
Reduced
20
Closed
11
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$107K +$112K +10,364 New
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105K -$13.4K -1,241 -11%
UBS Group
53
UBS Group
Switzerland
$104K +$38.6K +3,575 +55%
SOW
54
State of Wyoming
Wyoming
$98.6K +$103K +9,519 New
IRC
55
Investors Research Corp
Georgia
$91.4K
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$80K +$83.5K +7,729 New
Wells Fargo
57
Wells Fargo
California
$77.2K -$810 -75 -1%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$64.2K
Lazard Asset Management
59
Lazard Asset Management
New York
$63K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$25.9K +$3.35K +310 +14%
Legal & General Group
61
Legal & General Group
United Kingdom
$24.4K
AIP
62
Ameritas Investment Partners
Nebraska
$24.1K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$21K -$6.44K -596 -22%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$16K
TRCT
65
Tower Research Capital (TRC)
New York
$14.5K -$40.4K -3,735 -73%
CFM
66
Catalyst Funds Management
Australia
$12.4K
AB
67
Amalgamated Bank
New York
$9K
GI
68
GAMMA Investing
California
$5.39K +$962 +89 +21%
Deutsche Bank
69
Deutsche Bank
Germany
$4.13K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3K +$76 +7 +2%
AAP
71
Arax Advisory Partners
Colorado
$2.73K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$2.51K +$97 +9 +4%
Osaic Holdings
73
Osaic Holdings
Arizona
$1.95K -$303 -28 -13%
1IA
74
1620 Investment Advisors
Massachusetts
$1.94K
ACM
75
Aster Capital Management
United Arab Emirates
$1.75K +$1.83K +169 New

EVCM Hedge Fund Activity: Q3 2024 in Review

90 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q3 2024, worth a combined $1.73B — down 5.6% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVCM positions and 11 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Woodline Partners, adding an estimated $1.35M. The largest seller was Millennium Management, cutting an estimated $3.07M.

  • 90 institutional investors held EverCommerce (EVCM) as of Q3 2024, up from 85 in Q2 2024.
  • Funds reported $1.73B of EverCommerce stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 16 funds opened new EverCommerce positions in Q3 2024 and 11 closed out, a net change of +5 holders.
  • The largest EverCommerce buyer in Q3 2024 was Woodline Partners, an estimated $1.35M added.
  • The largest EverCommerce seller in Q3 2024 was Millennium Management, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2024.