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EverCommerce
EVCM

Overview Fund Activity

85 hedge funds and large institutions have $1.79B invested in EverCommerce in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
25
Reduced
24
Closed
11
Calls
$37K
Puts
$2K
Net Calls
+$35K
Net Calls Change
-$35K

Top Buyers

1
WFO
1
Wealthgate Family Office
Colorado
$3.11M
2
GLA
2
Great Lakes Advisors
Illinois
$960K
3
Morgan Stanley
3
Morgan Stanley
New York
$938K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$379K
5
Deutsche Bank
5
Deutsche Bank
Germany
$485K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$553K
2
Fidelity International
2
Fidelity International
Bermuda
$13.2M
3
Public Employees Retirement Association of Colorado
3
Public Employees Retirement Association of Colorado
Colorado
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$3.33M
5
ECM
5
Element Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PE
1
PSG Equity
Massachusetts
$904M 85,464,516 – –
SLG
2
Silver Lake Group
California
$710M 67,085,136 – –
SI
3
Standard Investments
New York
$64.7M 6,115,000 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$27.8M 2,628,473 +14,626 +0.6%
BlackRock
5
BlackRock
New York
$17.6M 1,663,382 -61,294 -4%
Fidelity International
6
Fidelity International
Bermuda
$13.2M 1,250,000 -650,000 -34%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.07M 668,674 -2,841 -0.4%
State Street
8
State Street
Massachusetts
$5.3M 500,672 +24,509 +5%
AQR Capital Management
9
AQR Capital Management
Connecticut
$3.33M 314,884 -132,948 -30%
WFO
10
Wealthgate Family Office
Colorado
$3.11M 294,116 +294,116 New
Northern Trust
11
Northern Trust
Illinois
$2.51M 237,387 -10,282 -4%
Skandinaviska Enskilda Banken (SEB)
12
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.32M 219,700 – –
Charles Schwab
13
Charles Schwab
California
$2.14M 201,902 -3,225 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.05M 193,319 -30,140 -13%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.01M 189,834 -20,293 -10%
EIM
16
Essex Investment Management
Massachusetts
$1.68M 159,221 +30,623 +24%
MFA
17
Mayflower Financial Advisors
Massachusetts
$1.54M 145,729 -1,329 -0.9%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$1.17M 110,877 +32,726 +42%
GLA
19
Great Lakes Advisors
Illinois
$960K 90,729 +90,729 New
Morgan Stanley
20
Morgan Stanley
New York
$938K 88,628 +38,374 +76%
Bank of America
21
Bank of America
North Carolina
$928K 87,750 +8,744 +11%
GCM
22
Ghisallo Capital Management
Massachusetts
$794K 75,000 – –
RAG
23
RIA Advisory Group
Iowa
$724K 68,396 -375 -0.5%
LCM
24
Legato Capital Management
California
$667K 63,055 – –
Swiss National Bank
25
Swiss National Bank
Switzerland
$661K 62,500 -6,500 -9%
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