EVI icon

EVI Industries
EVI

Overview Fund Activity

50 hedge funds and large institutions have $121M invested in EVI Industries in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.47M
2
Citadel Advisors
2
Citadel Advisors
Florida
$562K
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$269K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$265K
5
CCP
5
Carmel Capital Partners
California
$262K

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.15M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$14.4M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$0
4
MFG
4
Mendota Financial Group
Wisconsin
$1.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$462K
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
1
Gemmer Asset Management
California
$24.3M 1,022,495 – –
RA
2
Royce & Associates
New York
$18.4M 774,472 – –
CCA
3
Conestoga Capital Advisors
Pennsylvania
$14.4M 607,041 -34,810 -5%
Swedbank
4
Swedbank
Sweden
$8.54M 360,000 – –
BAM
5
Broadcrest Asset Management
Florida
$8.02M 338,000 – –
BlackRock
6
BlackRock
New York
$6.47M 272,788 +19,026 +7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.33M 266,621 +3,842 +1%
ELI
8
Empire Life Investments
Ontario, Canada
$5.87M 247,317 +324 +0.1%
RJA
9
Raymond James & Associates
Florida
$4.37M 184,197 -1,158 -0.6%
ACH
10
ArrowMark Colorado Holdings
Colorado
$4.15M 174,922 -72,452 -29%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.42M 144,135 -1,391 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.5M 105,205 +6,582 +7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.24M 94,600 – –
State Street
14
State Street
Massachusetts
$1.98M 83,476 +2,422 +3%
MFG
15
Mendota Financial Group
Wisconsin
$1.31M 55,337 -14,870 -21%
Northern Trust
16
Northern Trust
Illinois
$1.15M 48,598 +10 +0%
Comerica Bank
17
Comerica Bank
Texas
$1.13M 47,525 +4,650 +11%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$769K 32,432 -824 -2%
HIMC
19
Heritage Investors Management Corp
Maryland
$655K 27,594 -2,732 -9%
Citadel Advisors
20
Citadel Advisors
Florida
$562K 23,675 +13,350 +129%
Morgan Stanley
21
Morgan Stanley
New York
$462K 19,460 -12,909 -40%
Wells Fargo
22
Wells Fargo
California
$450K 18,980 -512 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$441K 18,586 +4,737 +34%
Charles Schwab
24
Charles Schwab
California
$322K 13,569 -1,007 -7%
Two Sigma Investments
25
Two Sigma Investments
New York
$314K 13,214 +2,158 +20%
1
2 3