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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
SCA
76
Stonebridge Capital Advisors
Minnesota
+$22 +2 New
QCG
77
Quadrant Capital Group
Ohio
+$140 +13 +72%
C
78
Covestor
United Kingdom
+$270 +25 New

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.