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EVI Industries

48 hedge funds and large institutions have $166M invested in EVI Industries in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

46% more capital invested

Capital invested by funds: $114M → $166M (+$52.3M)

6.41% more ownership

Funds ownership: 34.05%40.46% (+6.4%)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
24
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$34.7M +$1.54M +48,155 +5%
GAM
2
Gemmer Asset Management
California
$31.9M +$32.7M +1,022,495 New
RA
3
Royce & Associates
New York
$18.4M -$1.24M -38,839 -6%
Morgan Stanley
4
Morgan Stanley
New York
$11.6M +$418K +13,050 +4%
BlackRock
5
BlackRock
New York
$9.46M +$96.5K +3,016 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.65M -$122K -3,801 -2%
ELI
7
Empire Life Investments
Ontario, Canada
$7.61M +$34.3K +1,072 +0.4%
AAM
8
ACK Asset Management
Connecticut
$4.78M +$3.78M +118,019 +308%
ACH
9
ArrowMark Colorado Holdings
Colorado
$4.7M
FWM
10
Frontier Wealth Management
Missouri
$4.34M -$7.26K -227 -0.2%
CM
11
Conifer Management
New York
$4.01M -$1.15M -35,919 -22%
GKIM
12
GW&K Investment Management
Massachusetts
$3.97M -$198K -6,188 -5%
RJA
13
Raymond James & Associates
Florida
$2.76M +$9.73K +304 +0.3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.67M -$45.3K -1,415 -2%
State Street
15
State Street
Massachusetts
$2.59M +$192K +6,009 +8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.99M +$71K +2,217 +4%
Northern Trust
17
Northern Trust
Illinois
$1.77M +$11K +343 +0.6%
Comerica Bank
18
Comerica Bank
Texas
$1.61M +$1.06K +33 +0%
ACA
19
Anchor Capital Advisors
Massachusetts
$1.25M -$45.7K -1,429 -3%
Ameriprise
20
Ameriprise
Minnesota
$1.25M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.09M +$95.2K +2,974 +9%
HIMC
22
Heritage Investors Management Corp
Maryland
$947K
Wells Fargo
23
Wells Fargo
California
$649K +$425K +13,274 +177%
PPA
24
Parametric Portfolio Associates
Washington
$570K +$41.7K +1,303 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$503K +$10.6K +330 +2%

EVI Hedge Fund Activity: Q4 2021 in Review

48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2021, worth a combined $166M — up 46% from $114M a quarter earlier.

Fund positioning in EVI was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 24 added to existing stakes and 12 trimmed.

The largest buyer was Gemmer Asset Management, opening a new position worth an estimated $32.7M. The largest seller was Royce & Associates, cutting an estimated $1.24M.

  • 48 institutional investors held EVI Industries (EVI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $166M of EVI Industries stock for Q4 2021, up 46% quarter-over-quarter.
  • 3 funds opened new EVI Industries positions in Q4 2021 and 3 closed out, a net change of 0 holders.
  • The largest EVI Industries buyer in Q4 2021 was Gemmer Asset Management, an estimated $32.7M added.
  • The largest EVI Industries seller in Q4 2021 was Royce & Associates, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2021.