EVI icon

EVI Industries
EVI

Overview Fund Activity

54 hedge funds and large institutions have $129M invested in EVI Industries in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
1
Broadcrest Asset Management
Florida
$8.39M
2
Swedbank
2
Swedbank
Sweden
$8.94M
3
Comerica Bank
3
Comerica Bank
Texas
$1.06M
4
BlackRock
4
BlackRock
New York
$6.3M
5
Invesco
5
Invesco
Georgia
$277K

Top Sellers

1
CM
1
Conifer Management
New York
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$6.14M
3
Citadel Advisors
3
Citadel Advisors
Florida
$256K
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$15.9M
5
Wells Fargo
5
Wells Fargo
California
$484K
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
1
Gemmer Asset Management
California
$25.4M 1,022,495 – –
RA
2
Royce & Associates
New York
$19.2M 774,472 – –
CCA
3
Conestoga Capital Advisors
Pennsylvania
$15.9M 641,851 -6,030 -0.9%
Swedbank
4
Swedbank
Sweden
$8.94M 360,000 +179,055 +99%
BAM
5
Broadcrest Asset Management
Florida
$8.39M 338,000 +338,000 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.52M 262,779 +679 +0.3%
BlackRock
7
BlackRock
New York
$6.3M 253,762 +14,047 +6%
ACH
8
ArrowMark Colorado Holdings
Colorado
$6.14M 247,374 -65,490 -21%
ELI
9
Empire Life Investments
Ontario, Canada
$6.13M 246,993 -1,945 -0.8%
RJA
10
Raymond James & Associates
Florida
$4.6M 185,355 -1,610 -0.9%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.61M 145,526 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.45M 98,623 +5,104 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.35M 94,600 +6,948 +8%
State Street
14
State Street
Massachusetts
$2.01M 81,054 -539 -0.7%
MFG
15
Mendota Financial Group
Wisconsin
$1.74M 70,207 – –
Northern Trust
16
Northern Trust
Illinois
$1.21M 48,588 -159 -0.3%
Comerica Bank
17
Comerica Bank
Texas
$1.06M 42,875 +42,875 New
Natixis Advisors
18
Natixis Advisors
Massachusetts
$825K 33,256 +1,288 +4%
Morgan Stanley
19
Morgan Stanley
New York
$803K 32,369 +96 +0.3%
HIMC
20
Heritage Investors Management Corp
Maryland
$753K 30,326 -1 -0%
ACA
21
Anchor Capital Advisors
Massachusetts
$645K 25,974 – –
Wells Fargo
22
Wells Fargo
California
$484K 19,492 -2,964 -13%
Charles Schwab
23
Charles Schwab
California
$362K 14,576 +971 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$344K 13,849 +187 +1%
Invesco
25
Invesco
Georgia
$277K 11,174 +11,174 New
1
2 3