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EVI Industries
EVI

38 hedge funds and large institutions have $88.8M invested in EVI Industries in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

3% more funds holding

Funds holding: 37 → 38 (+1)

0.81% less ownership

Funds ownership: 36.52% → 35.71% (-0.81%)

17% less capital invested

Capital invested by funds: $108M → $88.8M (-$18.8M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
18
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$1.68M
2
RA
Royce & Associates
New York
+$1.33M
3
Millennium Management
Millennium Management
New York
+$605K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$502K
5
Goldman Sachs
Goldman Sachs
New York
+$426K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.48M
2
Renaissance Technologies
Renaissance Technologies
New York
-$210K
3
BA
Bard Associates
Illinois
-$204K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.9K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$18.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1
Gemmer Asset Management
California
$20.2M – – –
RA
2
Royce & Associates
New York
$15.3M +$1.33M +63,900 +9%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$13.4M +$6.86K +330 +0%
ACH
4
ArrowMark Colorado Holdings
Colorado
$6.19M – – –
ELI
5
Empire Life Investments
Ontario, Canada
$4.91M +$34.5K +1,659 +0.7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.73M – – –
RJA
7
Raymond James & Associates
Florida
$3.76M +$29.7K +1,429 +0.8%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$2.88M -$18.7K -900 -0.6%
CM
9
Conifer Management
New York
$2.3M – – –
Morgan Stanley
10
Morgan Stanley
New York
$1.81M -$6.48M -311,853 -77%
Swedbank
11
Swedbank
Sweden
$1.6M +$1.68M +80,802 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.53M +$204K +9,803 +14%
MFG
13
Mendota Financial Group
Wisconsin
$1.39M +$82.3K +3,960 +6%
Millennium Management
14
Millennium Management
New York
$1.01M +$605K +29,135 +134%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$954K +$57K +2,743 +6%
BlackRock
16
BlackRock
New York
$827K +$77K +3,704 +10%
ACA
17
Anchor Capital Advisors
Massachusetts
$780K +$37.5K +1,804 +5%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$745K +$502K +24,165 +179%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$666K +$3.64K +175 +0.5%
HIMC
20
Heritage Investors Management Corp
Maryland
$600K -$42 -2 -0%
Citigroup
21
Citigroup
New York
$457K +$47.3K +2,277 +11%
Jane Street
22
Jane Street
New York
$418K +$198K +9,543 +83%
Wells Fargo
23
Wells Fargo
California
$408K – – –
Goldman Sachs
24
Goldman Sachs
New York
$406K +$426K +20,483 New
State Street
25
State Street
Massachusetts
$356K +$22.9K +1,100 +7%
1
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EVI Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2023, worth a combined $88.8M — down 17% from $108M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVI positions and 2 closed out — a net gain of 2 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $1.68M. The largest seller was Morgan Stanley, cutting an estimated $6.48M.

  • 38 institutional investors held EVI Industries (EVI) as of Q1 2023, up from 37 in Q4 2022.
  • Funds reported $88.8M of EVI Industries stock for Q1 2023, down 17% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q1 2023 and 2 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q1 2023 was Swedbank, an estimated $1.68M added.
  • The largest EVI Industries seller in Q1 2023 was Morgan Stanley, an estimated $6.48M sold.

Based on aggregated 13F filings for Q1 2023.