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EverCommerce

90 hedge funds and large institutions have $1.73B invested in EverCommerce in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

6% more funds holding

Funds holding: 8590 (+5)

0.46% more ownership

Funds ownership: 90.33%90.79% (+0.46%)

6% less capital invested

Capital invested by funds: $1.84B → $1.73B (-$103M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
23
Reduced
20
Closed
11
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Farther Finance Advisors
California
$1.45K
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$1.27K +$1.33K +123 New
LC
78
Lindbrook Capital
California
$1.24K +$465 +43 +56%
CPA
79
Capital Performance Advisors
California
$466 +$486 +45 New
SCM
80
Sterling Capital Management
North Carolina
$352 +$367 +34 New
US Bancorp
81
US Bancorp
Minnesota
$321
RIL
82
Rothschild Investment LLC
Illinois
$259
A
83
AlphaQuest
New York
$207
JWA
84
JFS Wealth Advisors
Pennsylvania
$104
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$93 -$648 -60 -87%
DPW
86
DiNuzzo Private Wealth
Pennsylvania
$21
SIC
87
SJS Investment Consulting
Ohio
$21
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
-$493K -44,935 Closed
QC
89
Quadrature Capital
United Kingdom
-$302K -27,577 Closed
CC
90
Centiva Capital
New York
-$276K -25,101 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-$273K -24,892 Closed
Verition Fund Management
92
Verition Fund Management
Connecticut
-$205K -18,660 Closed
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
-$171K -15,576 Closed
QOP
94
Quinn Opportunity Partners
Virginia
-$165K -15,000 Closed
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
-$132K -11,982 Closed
CMBA
96
C.M. Bidwell & Associates
Hawaii
-$4.56K -415 Closed
Macquarie Group
97
Macquarie Group
Australia
-$922 -84 Closed
PS
98
Principal Securities
Iowa
-$253 -23 Closed
C
99
Covestor
United Kingdom
-$11 -1 -7%
HWM
100
Hemington Wealth Management
Virginia
+$43 +4 New

EVCM Hedge Fund Activity: Q3 2024 in Review

90 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q3 2024, worth a combined $1.73B — down 5.6% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVCM positions and 11 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Woodline Partners, adding an estimated $1.35M. The largest seller was Millennium Management, cutting an estimated $3.07M.

  • 90 institutional investors held EverCommerce (EVCM) as of Q3 2024, up from 85 in Q2 2024.
  • Funds reported $1.73B of EverCommerce stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 16 funds opened new EverCommerce positions in Q3 2024 and 11 closed out, a net change of +5 holders.
  • The largest EverCommerce buyer in Q3 2024 was Woodline Partners, an estimated $1.35M added.
  • The largest EverCommerce seller in Q3 2024 was Millennium Management, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2024.