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EVI Industries
EVI

Overview Fund Activity

57 hedge funds and large institutions have $85.9M invested in EVI Industries in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.03M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$12.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$341K
4
Citadel Advisors
Citadel Advisors
Florida
$385K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.36M

Top Sellers

1
RA
Royce & Associates
New York
$10.7M
2
MFG
Mendota Financial Group
Wisconsin
$0
3
Squarepoint
Squarepoint
New York
$0
4
CCP
Carmel Capital Partners
California
$0
5
ELI
Empire Life Investments
Ontario, Canada
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
1
Gemmer Asset Management
California
$16.7M – – –
CCA
2
Conestoga Capital Advisors
Pennsylvania
$12.9M +$218K +13,350 +2%
RA
3
Royce & Associates
New York
$10.7M -$1.94M -118,731 -15%
Swedbank
4
Swedbank
Sweden
$6.13M – – –
BAM
5
Broadcrest Asset Management
Florida
$5.53M – – –
BlackRock
6
BlackRock
New York
$5.1M +$66.3K +4,056 +1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.7M +$8.6K +526 +0.2%
ELI
8
Empire Life Investments
Ontario, Canada
$3.65M -$185K -11,262 -5%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$3.03M +$2.45M +149,591 +417%
Raymond James Financial
10
Raymond James Financial
Florida
$2.86M +$2.86M +175,121 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$2.36M +$90.4K +5,529 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.86M +$14.6K +892 +0.8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.57M +$24.2K +1,480 +2%
State Street
14
State Street
Massachusetts
$1.42M -$22.9K -1,403 -2%
Comerica Bank
15
Comerica Bank
Texas
$1.33M – – –
Northern Trust
16
Northern Trust
Illinois
$785K -$76.6K -4,683 -9%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$681K +$71.9K +4,396 +12%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$582K +$30.5K +1,864 +6%
HIMC
19
Heritage Investors Management Corp
Maryland
$406K -$44.6K -2,732 -10%
Citadel Advisors
20
Citadel Advisors
Florida
$385K +$90.6K +5,543 +31%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$341K +$171K +10,488 +101%
Renaissance Technologies
22
Renaissance Technologies
New York
$281K -$29.8K -1,821 -10%
Goldman Sachs
23
Goldman Sachs
New York
$258K -$48.4K -2,959 -16%
Charles Schwab
24
Charles Schwab
California
$245K – – –
Wells Fargo
25
Wells Fargo
California
$236K -$82.7K -5,061 -26%
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