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EverCommerce

85 hedge funds and large institutions have $1.84B invested in EverCommerce in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $1.59B → $1.84B (+$250M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.06% more ownership

Funds ownership: 90.27%90.33% (+0.06%)

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
28
Reduced
18
Closed
18
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$758 +$463 +48 +229%
US Bancorp
77
US Bancorp
Minnesota
$340
RIL
78
Rothschild Investment LLC
Illinois
$275 +$241 +25 New
PS
79
Principal Securities
Iowa
$253 +$19 +2 +10%
A
80
AlphaQuest
New York
$220
JWA
81
JFS Wealth Advisors
Pennsylvania
$110
DPW
82
DiNuzzo Private Wealth
Pennsylvania
$22 -$19 -2 -50%
SIC
83
SJS Investment Consulting
Ohio
$22 -$19 -2 -50%
Fidelity International
84
Fidelity International
Bermuda
-$6.23M -661,297 Closed
GLA
85
Great Lakes Advisors
Illinois
-$1.92M -203,420 Closed
WCA
86
Whetstone Capital Advisors
Kansas
-$852K -90,457 Closed
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
-$512K -55,000 Closed
MAM
88
Martingale Asset Management
Massachusetts
-$359K -38,153 Closed
2C
89
272 Capital
Texas
-$328K -34,781 Closed
PTC
90
Petrus Trust Company
Texas
-$200K -21,212 Closed
BFM
91
Boothbay Fund Management
New York
-$196K -20,771 Closed
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
-$136K -14,423 Closed
EP
93
Edgestream Partners
New Jersey
-$123K -13,025 Closed
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
-$116K -11,639 Closed
AIG
95
American International Group
New York
-$108K -11,508 Closed
QL
96
Quarry LP
New York
-$15.4K -1,635 Closed
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
-$13.6K -1,439 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
-$9.42K -1,000 Closed
S
99
SignatureFD
Georgia
-$1.49K -158 Closed
S
100
Sachetta
Massachusetts
-$1.21K -110 Closed

EVCM Hedge Fund Activity: Q2 2024 in Review

85 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q2 2024, worth a combined $1.84B — up 16% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVCM positions and 18 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $3.03M. The largest seller was Vanguard Group, cutting an estimated $11.9M.

  • 85 institutional investors held EverCommerce (EVCM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.84B of EverCommerce stock for Q2 2024, up 16% quarter-over-quarter.
  • 19 funds opened new EverCommerce positions in Q2 2024 and 18 closed out, a net change of +1 holder.
  • The largest EverCommerce buyer in Q2 2024 was Janus Henderson Group, an estimated $3.03M added.
  • The largest EverCommerce seller in Q2 2024 was Vanguard Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.