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EVI Industries

48 hedge funds and large institutions have $114M invested in EVI Industries in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more funds holding

Funds holding: 4748 (+1)

0.15% more ownership

Funds ownership: 33.9%34.05% (+0.15%)

3% less capital invested

Capital invested by funds: $118M → $114M (-$3.86M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
15
Reduced
16
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$28.9M -$509K -19,020 -2%
RA
2
Royce & Associates
New York
$17.1M
Morgan Stanley
3
Morgan Stanley
New York
$9.74M -$62.7K -2,341 -0.6%
BlackRock
4
BlackRock
New York
$8.16M -$33.4K -1,249 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.77M +$36.2K +1,354 +0.5%
ELI
6
Empire Life Investments
Ontario, Canada
$6.6M -$19.8K -741 -0.3%
CM
7
Conifer Management
New York
$4.47M
ACH
8
ArrowMark Colorado Holdings
Colorado
$4.09M
FWM
9
Frontier Wealth Management
Missouri
$3.79M
GKIM
10
GW&K Investment Management
Massachusetts
$3.63M +$17.7K +660 +0.5%
RJA
11
Raymond James & Associates
Florida
$2.39M +$227K +8,461 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.36M +$35.8K +1,338 +2%
Comerica Bank
13
Comerica Bank
Texas
$2.25M +$168K +6,276 +9%
State Street
14
State Street
Massachusetts
$2.09M +$56.2K +2,100 +3%
Northern Trust
15
Northern Trust
Illinois
$1.54M -$164K -6,138 -10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.52M +$23.7K +885 +1%
ACA
17
Anchor Capital Advisors
Massachusetts
$1.13M -$13.1K -490 -1%
Ameriprise
18
Ameriprise
Minnesota
$1.09M +$16.7K +625 +2%
AAM
19
ACK Asset Management
Connecticut
$1.03M +$1.03M +38,311 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$867K +$57.4K +2,145 +7%
HIMC
21
Heritage Investors Management Corp
Maryland
$825K
JP Morgan Chase
22
JP Morgan Chase
New York
$491K -$141K -5,254 -23%
PPA
23
Parametric Portfolio Associates
Washington
$461K +$126K +4,722 +39%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$429K +$36K +1,344 +9%
Charles Schwab
25
Charles Schwab
California
$338K -$69.3K -2,590 -17%

EVI Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2021, worth a combined $114M — down 3.3% from $118M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EVI positions and 0 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $1.03M. The largest seller was Conestoga Capital Advisors, cutting an estimated $509K.

  • 48 institutional investors held EVI Industries (EVI) as of Q3 2021, up from 47 in Q2 2021.
  • Funds reported $114M of EVI Industries stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 1 fund opened new EVI Industries positions in Q3 2021 and 0 closed out, a net change of +1 holder.
  • The largest EVI Industries buyer in Q3 2021 was ACK Asset Management, an estimated $1.03M added.
  • The largest EVI Industries seller in Q3 2021 was Conestoga Capital Advisors, an estimated $509K sold.

Based on aggregated 13F filings for Q3 2021.