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EverCommerce

85 hedge funds and large institutions have $1.84B invested in EverCommerce in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
28
Reduced
18
Closed
18
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Shares
Change %
PE
1
PSG Equity
Massachusetts
$938M
SLG
2
Silver Lake Group
California
$737M
SI
3
Standard Investments
New York
$67.1M
BOCH
4
Blue Owl Capital Holdings
New York
$18M
BlackRock
5
BlackRock
New York
$16M -$164K -14,945 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.16M +$10.6K +966 +0.1%
State Street
7
State Street
Massachusetts
$5.52M +$146K +13,311 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.8M -$13.5M -1,228,179 -74%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.74M +$1.05M +95,934 +39%
Millennium Management
10
Millennium Management
New York
$3.55M +$3.09M +281,551 +673%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$3.45M +$3.45M +314,299 New
WP
12
Woodline Partners
California
$3.34M +$726K +66,152 +28%
WFO
13
Wealthgate Family Office
Colorado
$3.23M
Skandinaviska Enskilda Banken (SEB)
14
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.41M
Northern Trust
15
Northern Trust
Illinois
$2.26M -$68.7K -6,256 -3%
Charles Schwab
16
Charles Schwab
California
$1.93M -$23.4K -2,134 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.81M +$105K +9,595 +6%
Jane Street
18
Jane Street
New York
$1.63M +$1.44M +131,070 +758%
MFA
19
Mayflower Financial Advisors
Massachusetts
$1.6M
HF
20
HRT Financial
New York
$1.54M +$1.54M +140,263 New
Morgan Stanley
21
Morgan Stanley
New York
$1.21M -$14.5K -1,316 -1%
Goldman Sachs
22
Goldman Sachs
New York
$1.14M +$935K +85,123 +447%
HC
23
Hamilton Capital
Ohio
$951K -$951K -86,640 -50%
AQR Capital Management
24
AQR Capital Management
Connecticut
$611K +$487K +44,378 +395%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$604K +$32.9K +3,000 +6%