EverCommerce
EVCM
80 hedge funds and large institutions have $1.88B invested in EverCommerce in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
20% more capital invested
Capital invested by funds: $1.56B → $1.88B (+$317M)
7% more funds holding
Funds holding: 75 → 80 (+5)
0.03% more ownership
Funds ownership: 88.16% → 88.19% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
67% less call options, than puts
Call options by funds: $1K | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$1.47M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.39M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.27M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.1M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$6.21M |
| 2 |
Millennium Management
New York
|
-$4.42M |
| 3 |
Goldman Sachs
New York
|
-$2.08M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.56M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$851K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Simplex Trading
Chicago,
Illinois
| $1K | +$1.13K | +100 | New |
|
|
77
Millennium Management
New York
| – | -$4.42M | -489,332 | Closed |
|
|
DTL
78
Dynamic Technology Lab
Singapore
| – | -$341K | -37,752 | Closed |
|
79
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$322 | -33,018 | Closed |
|
|
OQS
80
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$190K | -21,014 | Closed |
|
81
Envestnet Asset Management
Chicago,
Illinois
| – | -$189K | -20,941 | Closed |
|
|
PO
82
Private Ocean
San Rafael,
California
| – | -$180K | -20,000 | Closed |
|
|
SSA
83
Schonfeld Strategic Advisors
New York
| – | -$140K | -15,500 | Closed |
|
|
E
84
Ergoteles
New York
| – | -$123K | -13,639 | Closed |
|
|
PI
85
PEAK6 Investments
Chicago,
Illinois
| – | -$31.2K | -2,634 | Closed |
|
86
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -157 | Closed |
|
|
C
87
Covestor
London,
United Kingdom
| – | -$11 | -1 | -4% |
|
|
CAL
88
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$306 | +27 | New |
|
EVCM Hedge Fund Activity: Q3 2022 in Review
80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q3 2022, worth a combined $1.88B — up 20% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EVCM positions and 10 closed out — a net gain of 5 holders — while 27 added to existing stakes and 19 trimmed.
The largest buyer was Rothschild & Co Asset Management US, opening a new position worth an estimated $1.47M. The largest seller was Fidelity International, cutting an estimated $6.21M.
- 80 institutional investors held EverCommerce (EVCM) as of Q3 2022, up from 75 in Q2 2022.
- Funds reported $1.88B of EverCommerce stock for Q3 2022, up 20% quarter-over-quarter.
- 15 funds opened new EverCommerce positions in Q3 2022 and 10 closed out, a net change of +5 holders.
- The largest EverCommerce buyer in Q3 2022 was Rothschild & Co Asset Management US, an estimated $1.47M added.
- The largest EverCommerce seller in Q3 2022 was Fidelity International, an estimated $6.21M sold.
Based on aggregated 13F filings for Q3 2022.