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EverCommerce
EVCM

61 hedge funds and large institutions have $2.28B invested in EverCommerce in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $1.92B → $2.28B (+$357M)

11% more funds holding

Funds holding: 55 → 61 (+6)

0.69% more ownership

Funds ownership: 87.63% → 88.32% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
24
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$26.5M
2
BlackRock
BlackRock
New York
+$6.84M
3
Millennium Management
Millennium Management
New York
+$3.81M
4
Fidelity International
Fidelity International
Bermuda
+$3.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
-$18.9M
2
GCM
Ghisallo Capital Management
Massachusetts
-$8.06M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.18M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.78M
5
Jane Street
Jane Street
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PE
1
PSG Equity
Massachusetts
$1.13B – – –
SLG
2
Silver Lake Group
California
$886M – – –
SI
3
Standard Investments
New York
$77.4M – – –
Fidelity International
4
Fidelity International
Bermuda
$44.9M +$3.2M +257,875 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.9M +$26.5M +2,139,198 +604%
BlackRock
6
BlackRock
New York
$20.5M +$6.84M +551,952 +55%
Goldman Sachs
7
Goldman Sachs
New York
$17.8M +$1.74M +140,260 +12%
1WCM
8
12 West Capital Management
New York
$16.8M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.46M +$1.54M +124,518 +28%
Millennium Management
10
Millennium Management
New York
$5.82M +$3.81M +307,455 +231%
Public Employees Retirement Association of Colorado
11
Public Employees Retirement Association of Colorado
Colorado
$5.39M – – –
State Street
12
State Street
Massachusetts
$4.54M +$919K +74,117 +27%
WFO
13
Wealthgate Family Office
Colorado
$3.88M – – –
Northern Trust
14
Northern Trust
Illinois
$3.15M +$1.05M +84,400 +55%
Skandinaviska Enskilda Banken (SEB)
15
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.81M +$746K +60,200 +39%
Charles Schwab
16
Charles Schwab
California
$2.15M +$409K +32,992 +25%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$2.15M +$1.97M +159,012 New
GCM
18
Ghisallo Capital Management
Massachusetts
$1.98M -$8.06M -650,000 -81%
MFA
19
Mayflower Financial Advisors
Massachusetts
$1.94M – – –
Marshall Wace
20
Marshall Wace
United Kingdom
$1.7M -$2.78M -224,308 -64%
EIM
21
Essex Investment Management
Massachusetts
$1.61M +$1.52M +122,376 New
CIC
22
Cornercap Investment Counsel
Georgia
$1.24M +$1.16M +93,571 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.07M +$416K +33,532 +71%
PPA
24
Parametric Portfolio Associates
Washington
$1.05M +$982K +79,260 New
JP Morgan Chase
25
JP Morgan Chase
New York
$746K -$504K -40,655 -42%
1
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EVCM Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q1 2022, worth a combined $2.28B — up 19% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVCM positions and 10 closed out — a net gain of 6 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.5M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $18.9M sold.

  • 61 institutional investors held EverCommerce (EVCM) as of Q1 2022, up from 55 in Q4 2021.
  • Funds reported $2.28B of EverCommerce stock for Q1 2022, up 19% quarter-over-quarter.
  • 16 funds opened new EverCommerce positions in Q1 2022 and 10 closed out, a net change of +6 holders.
  • The largest EverCommerce buyer in Q1 2022 was Vanguard Group, an estimated $26.5M added.
  • The largest EverCommerce seller in Q1 2022 was BlueCrest Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2022.