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EverCommerce
EVCM

Overview Fund Activity

91 hedge funds and large institutions have $1.84B invested in EverCommerce in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
31
Reduced
19
Closed
11
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$109K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$4.72M
2
WP
Woodline Partners
California
$5.89M
3
UBS Group
UBS Group
Switzerland
$839K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.47M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.69M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.27M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$579K
3
HF
HRT Financial
New York
$0
4
AQR Capital Management
AQR Capital Management
Connecticut
$0
5
Jane Street
Jane Street
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
76
1620 Investment Advisors
Massachusetts
$2.06K – – –
SAM
77
Smartleaf Asset Management
Massachusetts
$1.73K +$1.73K +157 New
FFA
78
Farther Finance Advisors
California
$1.54K – – –
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$1.35K – – –
LC
80
Lindbrook Capital
California
$1.32K – – –
RIL
81
Rothschild Investment LLC
Illinois
$991 +$716 +65 +260%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$528 -$2.13K -194 -80%
EWA
83
EverSource Wealth Advisors
Alabama
$462 +$462 +42 New
US Bancorp
84
US Bancorp
Minnesota
$341 – – –
SS
85
SBI Securities
Japan
$308 +$308 +28 New
JWA
86
JFS Wealth Advisors
Pennsylvania
$111 – – –
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$99 – – –
IA
88
IFP Advisors
Florida
$88 – – –
DPW
89
DiNuzzo Private Wealth
Pennsylvania
$23 – – –
SIC
90
SJS Investment Consulting
Ohio
$23 – – –
HF
91
HRT Financial
New York
– -$711K -68,656 Closed
AQR Capital Management
92
AQR Capital Management
Connecticut
– -$582K -56,157 Closed
AC
93
Aristides Capital
Kentucky
– -$171K -16,548 Closed
EC
94
EntryPoint Capital
New York
– -$135K -13,006 Closed
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
– -$80K -7,729 Closed
Lazard Asset Management
96
Lazard Asset Management
New York
– -$63K -6,168 Closed
CFM
97
Catalyst Funds Management
Australia
– -$12.4K -1,200 Closed
ACM
98
Aster Capital Management
United Arab Emirates
– -$1.75K -169 Closed
CPA
99
Capital Performance Advisors
California
– -$466 -45 Closed
A
100
AlphaQuest
New York
– -$207 -20 Closed
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