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EVI Industries

32 hedge funds and large institutions have $82.2M invested in EVI Industries in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more capital invested

Capital invested by funds: $47.7M → $82.2M (+$34.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.98% less ownership

Funds ownership: 38.17%36.18% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

26% less funds holding

Funds holding: 4332 (-11)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
32
Holders Change
-11
Holders Change %
-25.58%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Gemmer Asset Management
California
$18.5M
CCA
2
Conestoga Capital Advisors
Pennsylvania
$13M -$740K -62,691 -8%
RA
3
Royce & Associates
New York
$12.9M
Morgan Stanley
4
Morgan Stanley
New York
$6.9M +$169K +14,288 +4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$5.81M
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.35M +$63.8K +5,406 +2%
ELI
7
Empire Life Investments
Ontario, Canada
$4.54M +$19.6K +1,657 +0.7%
RJA
8
Raymond James & Associates
Florida
$3.41M +$1.08M +91,254 +95%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.84M +$1.85M +156,609 New
CM
10
Conifer Management
New York
$2.11M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.14M +$10.8K +916 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$779K
ACA
13
Anchor Capital Advisors
Massachusetts
$682K +$85.4K +7,234 +24%
BlackRock
14
BlackRock
New York
$680K -$107K -9,093 -19%
HIMC
15
Heritage Investors Management Corp
Maryland
$550K
Natixis Advisors
16
Natixis Advisors
Massachusetts
$463K +$301K +25,509 New
Millennium Management
17
Millennium Management
New York
$445K -$246K -20,847 -46%
Wells Fargo
18
Wells Fargo
California
$429K +$12.8K +1,086 +5%
Comerica Bank
19
Comerica Bank
Texas
$422K -$113K -9,605 -29%
E
20
Ergoteles
New York
$367K -$29.1K -2,464 -11%
State Street
21
State Street
Massachusetts
$307K
Northern Trust
22
Northern Trust
Illinois
$275K +$3.28K +278 +2%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$196K -$24.8K -2,100 -16%
UBS Group
24
UBS Group
Switzerland
$27K
Osaic Holdings
25
Osaic Holdings
Arizona
$23K

EVI Hedge Fund Activity: Q3 2022 in Review

32 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2022, worth a combined $82.2M — up 72% from $47.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVI and 3 opened new positions — a net loss of 10 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.85M. The largest seller was Russell Investments Group, exiting entirely with an estimated $1.63M sold.

  • 32 institutional investors held EVI Industries (EVI) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $82.2M of EVI Industries stock for Q3 2022, up 72% quarter-over-quarter.
  • 3 funds opened new EVI Industries positions in Q3 2022 and 13 closed out, a net change of -10 holders.
  • The largest EVI Industries buyer in Q3 2022 was CAPTRUST Financial Advisors, an estimated $1.85M added.
  • The largest EVI Industries seller in Q3 2022 was Russell Investments Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q3 2022.