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EverCommerce

95 hedge funds and large institutions have $1.99B invested in EverCommerce in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
19
Reduced
34
Closed
11
Calls
$110K
Puts
$197K
Net Calls
-$87K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$27.6K
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$17K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$16.8K +$166 +14 +1%
CIM
79
Contravisory Investment Management
Massachusetts
$16K +$16K +1,353 New
QT
80
Quantbot Technologies
New York
$14.6K +$14.6K +1,231 New
Simplex Trading
81
Simplex Trading
Illinois
$12K +$4.16K +361 +53%
S
82
SignatureFD
Georgia
$6.07K -$308 -26 -5%
LC
83
Lindbrook Capital
California
$3.71K
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$3.28K +$3.28K +277 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$3K
QL
86
Quarry LP
New York
$2.56K +$2.56K +216 New
FFA
87
Farther Finance Advisors
California
$1.66K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$699 +$166 +14 +31%
BAAM
89
Baker Avenue Asset Management
California
$628
Osaic Holdings
90
Osaic Holdings
Arizona
$591 -$1.37K -116 -70%
US Bancorp
91
US Bancorp
Minnesota
$367
AF
92
Allworth Financial
California
$344
JWA
93
JFS Wealth Advisors
Pennsylvania
$72 +$72 +6 New
AF
94
Advisornet Financial
Minnesota
$24 +$24 +2 New
Swiss National Bank
95
Swiss National Bank
Switzerland
-$661K -62,500 Closed
JFG
96
Jefferies Financial Group
New York
-$265K -25,000 Closed
CS
97
Credit Suisse
Switzerland
-$234K -22,132 Closed
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
-$195K -18,414 Closed
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$139K -13,134 Closed
BCM
100
Bayesian Capital Management
New York
-$132K -12,500 Closed