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EVI Industries

48 hedge funds and large institutions have $111M invested in EVI Industries in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $88M → $111M (+$23.4M)

4% more funds holding

Funds holding: 4648 (+2)

1.02% more ownership

Funds ownership: 34.01%35.03% (+1%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$27.6M +$1.67M +68,203 +7%
RA
2
Royce & Associates
New York
$18.6M
Morgan Stanley
3
Morgan Stanley
New York
$9.31M -$418K -17,108 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.85M -$457K -18,717 -6%
BlackRock
5
BlackRock
New York
$7.39M -$106K -4,337 -2%
CM
6
Conifer Management
New York
$7.17M
ELI
7
Empire Life Investments
Ontario, Canada
$6.59M +$16.5K +675 +0.3%
GKIM
8
GW&K Investment Management
Massachusetts
$3.75M -$103K -4,200 -3%
FWM
9
Frontier Wealth Management
Missouri
$3.65M -$249K -10,213 -7%
ACH
10
ArrowMark Colorado Holdings
Colorado
$2.23M +$548K +22,452 +37%
RJA
11
Raymond James & Associates
Florida
$1.98M +$902K +36,923 +99%
State Street
12
State Street
Massachusetts
$1.88M -$8.23K -337 -0.5%
Northern Trust
13
Northern Trust
Illinois
$1.84M -$84.7K -3,467 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.71M +$59.2K +2,423 +4%
Ameriprise
15
Ameriprise
Minnesota
$1.68M +$18.9K +773 +1%
Comerica Bank
16
Comerica Bank
Texas
$1.45M +$428K +17,540 +57%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.32M
HIMC
18
Heritage Investors Management Corp
Maryland
$820K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$706K +$17.4K +714 +3%
ACA
20
Anchor Capital Advisors
Massachusetts
$563K +$516K +21,139 New
JWCA
21
J.W. Cole Advisors
Florida
$371K +$341K +13,950 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$370K -$24 -1 -0%
Wells Fargo
23
Wells Fargo
California
$328K -$61.4K -2,514 -17%
N
24
Nuveen
North Carolina
$321K +$295K +12,063 New
Charles Schwab
25
Charles Schwab
California
$295K -$18.8K -771 -7%

EVI Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2020, worth a combined $111M — up 27% from $88M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVI positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $1.67M. The largest seller was Vanguard Group, cutting an estimated $457K.

  • 48 institutional investors held EVI Industries (EVI) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $111M of EVI Industries stock for Q3 2020, up 27% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q3 2020 and 2 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q3 2020 was Conestoga Capital Advisors, an estimated $1.67M added.
  • The largest EVI Industries seller in Q3 2020 was Vanguard Group, an estimated $457K sold.

Based on aggregated 13F filings for Q3 2020.