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EVI Industries
EVI

Overview Fund Activity

47 hedge funds and large institutions have $105M invested in EVI Industries in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
14
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.27M
2
Swedbank
2
Swedbank
Sweden
$3.98M
3
State Street
3
State Street
Massachusetts
$1.8M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.06M
5
Northern Trust
5
Northern Trust
Illinois
$1.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$710K
2
Millennium Management
2
Millennium Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$14.3M
5
Citigroup
5
Citigroup
New York
$31.1K
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
1
Gemmer Asset Management
California
$22.5M 1,022,495 – –
RA
2
Royce & Associates
New York
$17M 774,472 – –
CCA
3
Conestoga Capital Advisors
Pennsylvania
$14.3M 647,881 -29,840 -4%
ACH
4
ArrowMark Colorado Holdings
Colorado
$6.88M 312,864 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.77M 262,100 +23,105 +10%
ELI
6
Empire Life Investments
Ontario, Canada
$5.48M 248,938 +778 +0.3%
BlackRock
7
BlackRock
New York
$5.27M 239,715 +197,926 +474%
RJA
8
Raymond James & Associates
Florida
$4.11M 186,965 -3,107 -2%
Swedbank
9
Swedbank
Sweden
$3.98M 180,945 +100,143 +124%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.2M 145,526 – –
CM
11
Conifer Management
New York
$2.56M 116,341 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.06M 93,519 +45,349 +94%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.93M 87,652 +10,202 +13%
State Street
14
State Street
Massachusetts
$1.8M 81,593 +63,589 +353%
MFG
15
Mendota Financial Group
Wisconsin
$1.54M 70,207 -4,688 -6%
Northern Trust
16
Northern Trust
Illinois
$1.07M 48,747 +32,334 +197%
Morgan Stanley
17
Morgan Stanley
New York
$710K 32,273 -58,912 -65%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$703K 31,968 -1,663 -5%
HIMC
19
Heritage Investors Management Corp
Maryland
$667K 30,327 – –
ACA
20
Anchor Capital Advisors
Massachusetts
$571K 25,974 -13,440 -34%
Wells Fargo
21
Wells Fargo
California
$494K 22,456 +1,837 +9%
Citadel Advisors
22
Citadel Advisors
Florida
$406K 18,462 +18,462 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$301K 13,662 +13,662 New
Charles Schwab
24
Charles Schwab
California
$299K 13,605 +13,605 New
DA
25
Denali Advisors
California
$185K 8,400 +7,800 +1,300%
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