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EverCommerce

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.

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
16
Reduced
42
Closed
11
Calls
$48K
Puts
$163K
Net Calls
-$115K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Shares
Change %
PE
1
PSG Equity
Massachusetts
$857M
SLG
2
Silver Lake Group
California
$673M
SI
3
Standard Investments
New York
$61.3M
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.3M -$1.24M -123,257 -7%
BlackRock
5
BlackRock
New York
$14.3M -$1.07M -106,598 -7%
Fidelity International
6
Fidelity International
Bermuda
$8.53M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.28M -$296K -29,537 -5%
State Street
8
State Street
Massachusetts
$4.73M -$44K -4,390 -0.9%
WP
9
Woodline Partners
California
$3.17M -$409K -40,808 -11%
WFO
10
Wealthgate Family Office
Colorado
$2.95M
Skandinaviska Enskilda Banken (SEB)
11
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.2M
Northern Trust
12
Northern Trust
Illinois
$2.08M -$135K -13,445 -6%
Millennium Management
13
Millennium Management
New York
$1.98M +$965K +96,176 +95%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.86M +$38.4K +3,831 +2%
EIM
15
Essex Investment Management
Massachusetts
$1.86M -$12.9K -1,289 -0.7%
Charles Schwab
16
Charles Schwab
California
$1.76M -$264K -26,366 -13%
AQR Capital Management
17
AQR Capital Management
Connecticut
$1.69M +$328K +32,663 +24%
MFA
18
Mayflower Financial Advisors
Massachusetts
$1.46M
GLA
19
Great Lakes Advisors
Illinois
$1.43M +$844K +84,147 +144%
Citadel Advisors
20
Citadel Advisors
Florida
$1.12M +$957K +95,364 +593%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$953K -$118K -11,749 -11%
Morgan Stanley
22
Morgan Stanley
New York
$899K -$94.6K -9,431 -10%
LCM
23
Legato Capital Management
California
$859K -$22.2K -2,216 -3%
BCM
24
BCK Capital Management
Connecticut
$857K
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$754K +$141K +14,092 +23%