EverCommerce
EVCM
80 hedge funds and large institutions have $1.27B invested in EverCommerce in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 13 closing their positions.
7,000% more call options, than puts
Call options by funds: $71K | Put options by funds: $1K
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0.2% more ownership
Funds ownership: 88.19% → 88.38% (+0.2%)
0% more funds holding
Funds holding: 80 → 80 (0)
32% less capital invested
Capital invested by funds: $1.88B → $1.27B (-$605M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.57M |
| 2 |
SI
Standard Investments
New York
|
+$1.91M |
| 3 |
ECM
Element Capital Management
New York
|
+$1.32M |
| 4 |
Bank of New York Mellon
New York
|
+$860K |
| 5 |
WCM
Westerly Capital Management
San Francisco,
California
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WCM
12 West Capital Management
New York
|
-$13.9M |
| 2 |
WFO
Wealthgate Family Office
Boulder,
Colorado
|
-$3.21M |
| 3 |
Goldman Sachs
New York
|
-$2.98M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$956K |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$625K |
EVCM Hedge Fund Activity: Q4 2022 in Review
80 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2022, worth a combined $1.27B — down 32% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EVCM positions and 13 closed out — a net gain of 1 holder — while 28 added to existing stakes and 21 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $2.57M. The largest seller was 12 West Capital Management, exiting entirely with an estimated $13.9M sold.
- 80 institutional investors held EverCommerce (EVCM) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $1.27B of EverCommerce stock for Q4 2022, down 32% quarter-over-quarter.
- 14 funds opened new EverCommerce positions in Q4 2022 and 13 closed out, a net change of +1 holder.
- The largest EverCommerce buyer in Q4 2022 was AQR Capital Management, an estimated $2.57M added.
- The largest EverCommerce seller in Q4 2022 was 12 West Capital Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2022.