EverCommerce
EVCM
91 hedge funds and large institutions have $1.68B invested in EverCommerce in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 42 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.6% less ownership
Funds ownership: 89.3% → 88.7% (-0.6%)
4% less funds holding
Funds holding: 95 → 91 (-4)
15% less capital invested
Capital invested by funds: $1.99B → $1.68B (-$308M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
62% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 42
71% less call options, than puts
Call options by funds: $48K | Put options by funds: $163K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.02M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$904K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$466K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.45M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.32M |
| 3 |
BlackRock
New York
|
-$1.15M |
| 4 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$888K |
| 5 |
Jane Street
New York
|
-$539K |
EVCM Hedge Fund Activity: Q3 2023 in Review
91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q3 2023, worth a combined $1.68B — down 15% from $1.99B a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of EVCM and 7 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 16 added.
The largest buyer was Millennium Management, adding an estimated $1.03M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $1.45M sold.
- 91 institutional investors held EverCommerce (EVCM) as of Q3 2023, down from 95 in Q2 2023.
- Funds reported $1.68B of EverCommerce stock for Q3 2023, down 15% quarter-over-quarter.
- 7 funds opened new EverCommerce positions in Q3 2023 and 11 closed out, a net change of -4 holders.
- The largest EverCommerce buyer in Q3 2023 was Millennium Management, an estimated $1.03M added.
- The largest EverCommerce seller in Q3 2023 was Balyasny Asset Management, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2023.