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EverCommerce
EVCM

Overview Fund Activity

91 hedge funds and large institutions have $1.68B invested in EverCommerce in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
16
Reduced
42
Closed
11
Calls
$48K
Puts
$163K
Net Calls
-$115K
Net Calls Change
-$28K

Top Buyers

1
Millennium Management
Millennium Management
New York
$1.98M
2
Citadel Advisors
Citadel Advisors
Florida
$1.12M
3
GLA
Great Lakes Advisors
Illinois
$1.43M
4
Marshall Wace
Marshall Wace
United Kingdom
$585K
5
AQR Capital Management
AQR Capital Management
Connecticut
$1.69M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$16.3M
3
BlackRock
BlackRock
New York
$14.3M
4
GCM
Ghisallo Capital Management
Massachusetts
$0
5
Jane Street
Jane Street
New York
$225K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FFA
77
Farther Finance Advisors
California
$1.4K – – –
Citigroup
78
Citigroup
New York
$1.18K -$69.6K -6,942 -98%
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$1.07K -$1.71K -170 -61%
Osaic Holdings
80
Osaic Holdings
Arizona
$1K +$501 +50 +100%
LC
81
Lindbrook Capital
California
$772 -$2.37K -236 -75%
BAAM
82
Baker Avenue Asset Management
California
$532 – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$451 -$140 -14 -24%
US Bancorp
84
US Bancorp
Minnesota
$311 – – –
AF
85
Allworth Financial
California
$291 – – –
JWA
86
JFS Wealth Advisors
Pennsylvania
$101 +$40 +4 +67%
SIC
87
SJS Investment Consulting
Ohio
$31 +$31 +3 New
AF
88
Advisornet Financial
Minnesota
$20 – – –
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
– -$1.45M -122,083 Closed
GCM
90
Ghisallo Capital Management
Massachusetts
– -$888K -75,000 Closed
KLC
91
Kent Lake Capital
Nevada
– -$496K -41,922 Closed
Renaissance Technologies
92
Renaissance Technologies
New York
– -$371K -31,300 Closed
JF
93
Jump Financial
Illinois
– -$229K -19,333 Closed
UBS AM
94
UBS AM
Illinois
– -$166K -15,649 Closed
Two Sigma Investments
95
Two Sigma Investments
New York
– -$148K -12,500 Closed
Verition Fund Management
96
Verition Fund Management
Connecticut
– -$123K -10,400 Closed
QT
97
Quantbot Technologies
New York
– -$14.6K -1,231 Closed
Simplex Trading
98
Simplex Trading
Illinois
– -$12K -1,041 Closed
QL
99
Quarry LP
New York
– -$2.56K -216 Closed
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