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EverCommerce

75 hedge funds and large institutions have $1.56B invested in EverCommerce in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

23% more funds holding

Funds holding: 6175 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.16% less ownership

Funds ownership: 88.32%88.16% (-0.16%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

32% less capital invested

Capital invested by funds: $2.28B → $1.56B (-$720M)

54% less call options, than puts

Call options by funds: $86K | Put options by funds: $188K

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
20
Reduced
22
Closed
3
Calls
$86K
Puts
$188K
Net Calls
-$102K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
PE
1
PSG Equity
Massachusetts
$773M
SLG
2
Silver Lake Group
California
$606M
SI
3
Standard Investments
New York
$53M
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.5M -$107K -9,876 -0.4%
Fidelity International
5
Fidelity International
Bermuda
$22.4M -$9.88M -916,489 -27%
BlackRock
6
BlackRock
New York
$14.7M +$843K +78,139 +5%
Goldman Sachs
7
Goldman Sachs
New York
$12M -$270K -25,027 -2%
1WCM
8
12 West Capital Management
New York
$11.5M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.88M -$270K -25,010 -4%
Millennium Management
10
Millennium Management
New York
$4.42M +$527K +48,826 +11%
State Street
11
State Street
Massachusetts
$4.34M +$1.47M +135,890 +39%
Public Employees Retirement Association of Colorado
12
Public Employees Retirement Association of Colorado
Colorado
$3.69M
WFO
13
Wealthgate Family Office
Colorado
$2.66M
JP Morgan Chase
14
JP Morgan Chase
New York
$2.15M +$1.96M +181,331 +321%
Skandinaviska Enskilda Banken (SEB)
15
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.99M +$75.5K +7,000 +3%
Marshall Wace
16
Marshall Wace
United Kingdom
$1.91M +$891K +82,629 +64%
Northern Trust
17
Northern Trust
Illinois
$1.88M -$333K -30,873 -13%
GCM
18
Ghisallo Capital Management
Massachusetts
$1.36M
MFA
19
Mayflower Financial Advisors
Massachusetts
$1.33M
Charles Schwab
20
Charles Schwab
California
$1.32M -$182K -16,910 -10%
EIM
21
Essex Investment Management
Massachusetts
$1.09M -$21.3K -1,977 -2%
CIC
22
Cornercap Investment Counsel
Georgia
$997K +$180K +16,673 +18%
Citadel Advisors
23
Citadel Advisors
Florida
$882K +$1.05M +97,561 New
Renaissance Technologies
24
Renaissance Technologies
New York
$796K +$949K +88,000 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$709K -$26.1K -2,417 -3%

EVCM Hedge Fund Activity: Q2 2022 in Review

75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q2 2022, worth a combined $1.56B — down 32% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVCM positions and 3 closed out — a net gain of 16 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.96M. The largest seller was Fidelity International, cutting an estimated $9.88M.

  • 75 institutional investors held EverCommerce (EVCM) as of Q2 2022, up from 61 in Q1 2022.
  • Funds reported $1.56B of EverCommerce stock for Q2 2022, down 32% quarter-over-quarter.
  • 19 funds opened new EverCommerce positions in Q2 2022 and 3 closed out, a net change of +16 holders.
  • The largest EverCommerce buyer in Q2 2022 was JP Morgan Chase, an estimated $1.96M added.
  • The largest EverCommerce seller in Q2 2022 was Fidelity International, an estimated $9.88M sold.

Based on aggregated 13F filings for Q2 2022.