Everi Holdings
EVRI
EVRI was delisted on the 30th of June, 2025.
223 hedge funds and large institutions have $869M invested in Everi Holdings in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 38 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
16% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 38
13% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 71
4.86% more ownership
Funds ownership: 85.21% → 90.07% (+4.9%)
2% more funds holding
Funds holding: 219 → 223 (+4)
13% less capital invested
Capital invested by funds: $1B → $869M (-$132M)
37% less call options, than puts
Call options by funds: $627K | Put options by funds: $994K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$14.8M |
| 5 |
BlackRock
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$45.9M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$28.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.3M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$14.6M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$12.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
251
Boothbay Fund Management
New York
| – | -$132K | -10,021 | Closed |
|
|
CMF
252
Counterpoint Mutual Funds
San Diego,
California
| – | -$126K | -9,536 | Closed |
|
|
VFA
253
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$49.9K | -3,776 | Closed |
|
|
HNB
254
Huntington National Bank
Columbus,
Ohio
| – | -$20.3K | -1,533 | Closed |
|
|
NS
255
NBC Securities
Birmingham,
Alabama
| – | -$18K | -1,400 | Closed |
|
|
BTI
256
Blue Trust Inc
Alpharetta,
Georgia
| – | -$8K | -533 | Closed |
|
257
US Bancorp
Minneapolis,
Minnesota
| – | -$3.48K | -263 | Closed |
|
|
AF
258
Allworth Financial
Folsom,
California
| – | -$1.56K | -118 | Closed |
|
|
FHA
259
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.39K | -105 | Closed |
|
|
TFA
260
Toth Financial Advisory
Leesburg,
Virginia
| – | -$1.06K | -80 | Closed |
|
EVRI Hedge Fund Activity: Q4 2023 in Review
223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Everi Holdings (EVRI) for Q4 2023, worth a combined $869M — down 13% from $1B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new EVRI positions and 38 closed out — a net gain of 6 holders — while 80 added to existing stakes and 71 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $34.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $45.9M.
- 223 institutional investors held Everi Holdings (EVRI) as of Q4 2023, up from 219 in Q3 2023.
- Funds reported $869M of Everi Holdings stock for Q4 2023, down 13% quarter-over-quarter.
- 44 funds opened new Everi Holdings positions in Q4 2023 and 38 closed out, a net change of +6 holders.
- The largest Everi Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $34.2M added.
- The largest Everi Holdings seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $45.9M sold.
Based on aggregated 13F filings for Q4 2023.