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EverCommerce
EVCM

Overview Fund Activity

84 hedge funds and large institutions have $1.84B invested in EverCommerce in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
26
Reduced
25
Closed
21
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$116K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$1.91M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.41M
3
BlackRock
3
BlackRock
New York
$17M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.65M
5
GLA
5
Great Lakes Advisors
Illinois
$2.25M

Top Sellers

1
EIM
1
Essex Investment Management
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$515K
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$788K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$314K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$342 – – –
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$320 +$320 +29 New
PS
78
Principal Securities
Iowa
$221 +$221 +20 New
JWA
79
JFS Wealth Advisors
Pennsylvania
$177 +$66 +6 +60%
AF
80
Allworth Financial
California
$144 -$177 -16 -55%
SIC
81
SJS Investment Consulting
Ohio
$67 +$34 +3 +100%
DPW
82
DiNuzzo Private Wealth
Pennsylvania
$34 +$34 +3 New
PCMC
83
Planning Capital Management Corporation
Pennsylvania
$23 +$23 +2 New
EIM
84
Essex Investment Management
Massachusetts
– -$1.86M -185,062 Closed
Jacobs Levy Equity Management
85
Jacobs Levy Equity Management
New Jersey
– -$953K -95,039 Closed
LCM
86
Legato Capital Management
California
– -$859K -85,610 Closed
RAG
87
RIA Advisory Group
Iowa
– -$629K -62,746 Closed
Ameriprise
88
Ameriprise
Minnesota
– -$425K -42,385 Closed
HF
89
HRT Financial
New York
– -$388K -38,705 Closed
Handelsbanken Fonder
90
Handelsbanken Fonder
Sweden
– -$379K -37,800 Closed
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$258K -25,699 Closed
Arrowstreet Capital
92
Arrowstreet Capital
Massachusetts
– -$204K -20,315 Closed
DC
93
Diametric Capital
Massachusetts
– -$178K -17,732 Closed
Squarepoint
94
Squarepoint
New York
– -$160K -15,910 Closed
SO
95
STRS Ohio
Ohio
– -$108K -10,800 Closed
IRC
96
Investors Research Corp
Georgia
– -$88.5K -8,822 Closed
PI
97
PEAK6 Investments
Illinois
– -$75.6K -7,535 Closed
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
– -$68.5K -6,826 Closed
ACM
99
Aquatic Capital Management
Illinois
– -$46K -4,600 Closed
CIM
100
Contravisory Investment Management
Massachusetts
– -$13.6K -1,353 Closed
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4
5