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EverCommerce
EVCM

84 hedge funds and large institutions have $1.84B invested in EverCommerce in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.68B → $1.84B (+$163M)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.16% less ownership

Funds ownership: 88.7% → 88.54% (-0.16%)

8% less funds holding

Funds holding: 91 → 84 (-7)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
26
Reduced
25
Closed
21
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$116K

Top Buyers

Rank Fund Capital Flow
1
HC
Hamilton Capital
Ohio
+$1.67M
2
Morgan Stanley
Morgan Stanley
New York
+$1.24M
3
BlackRock
BlackRock
New York
+$1.07M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$720K
5
GLA
Great Lakes Advisors
Illinois
+$590K

Top Sellers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
-$1.86M
2
Millennium Management
Millennium Management
New York
-$1.45M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$953K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$941K
5
LCM
Legato Capital Management
California
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
PE
1
PSG Equity
Massachusetts
$943M – – –
SLG
2
Silver Lake Group
California
$740M – – –
SI
3
Standard Investments
New York
$67.4M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$18M +$60.2K +6,244 +0.4%
BlackRock
5
BlackRock
New York
$17M +$1.07M +111,025 +8%
Fidelity International
6
Fidelity International
Bermuda
$9.1M -$241K -25,000 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.14M +$203K +21,084 +3%
State Street
8
State Street
Massachusetts
$5.24M +$40.2K +4,165 +0.9%
WFO
9
Wealthgate Family Office
Colorado
$3.24M – – –
WP
10
Woodline Partners
California
$2.97M -$450K -46,635 -15%
Skandinaviska Enskilda Banken (SEB)
11
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.42M – – –
Morgan Stanley
12
Morgan Stanley
New York
$2.41M +$1.24M +129,072 +144%
Northern Trust
13
Northern Trust
Illinois
$2.41M +$98.6K +10,233 +5%
GLA
14
Great Lakes Advisors
Illinois
$2.25M +$590K +61,236 +43%
Charles Schwab
15
Charles Schwab
California
$1.93M -$9.04K -938 -0.5%
HC
16
Hamilton Capital
Ohio
$1.91M +$1.67M +173,282 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.82M -$192K -19,966 -11%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.65M +$720K +74,707 +99%
MFA
19
Mayflower Financial Advisors
Massachusetts
$1.61M – – –
BCM
20
BCK Capital Management
Connecticut
$943K – – –
AQR Capital Management
21
AQR Capital Management
Connecticut
$788K -$941K -97,581 -58%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$661K +$374K +38,762 +183%
N
23
Nuveen
North Carolina
$649K +$3.67K +381 +0.7%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$566K -$24.1K -2,500 -5%
Millennium Management
25
Millennium Management
New York
$515K -$1.45M -150,406 -76%
1
2 3 4 5

EVCM Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2023, worth a combined $1.84B — up 9.7% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EVCM and 15 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 26 added.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $1.67M. The largest seller was Essex Investment Management, exiting entirely with an estimated $1.86M sold.

  • 84 institutional investors held EverCommerce (EVCM) as of Q4 2023, down from 91 in Q3 2023.
  • Funds reported $1.84B of EverCommerce stock for Q4 2023, up 9.7% quarter-over-quarter.
  • 15 funds opened new EverCommerce positions in Q4 2023 and 21 closed out, a net change of -6 holders.
  • The largest EverCommerce buyer in Q4 2023 was Hamilton Capital, an estimated $1.67M added.
  • The largest EverCommerce seller in Q4 2023 was Essex Investment Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q4 2023.