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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.98B invested in Evertec in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+22
Holders Change %
+9.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
94
Reduced
79
Closed
23
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$133K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$228M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
American Century Companies
3
American Century Companies
Missouri
$168M
4
Capital International Investors
4
Capital International Investors
California
$173M
5
BlackRock
5
BlackRock
New York
$460M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$8.32M
2
Boston Partners
2
Boston Partners
Massachusetts
$200M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.52M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
SRFM
5
Shannon River Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
226
Institutional & Family Asset Management
Colorado
$7K – – –
Jones Financial Companies
227
Jones Financial Companies
Missouri
$7K – – –
PCG
228
Private Capital Group
Connecticut
$6K +$6K +121 New
Bessemer Group
229
Bessemer Group
New Jersey
$5K +$5K +94 New
AAP
230
Arax Advisory Partners
Colorado
$4K – – –
TFO
231
Tarbox Family Office
California
$4K – – –
SO
232
STRS Ohio
Ohio
$4K – – –
BIA
233
Bell Investment Advisors
California
$4K – – –
ACM
234
AUA Capital Management
Pennsylvania
$3K +$211 +4 +8%
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$3K +$3K +54 New
FF
236
FourThought Financial
Florida
$3K +$3K +54 New
SC
237
Stephens Consulting
Michigan
$2.95K +$2.95K +59 New
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$2K -$9.81K -201 -83%
HR
239
Howe & Rusling
New York
$2K -$449 -11 -18%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +47 New
CFGS
241
Concourse Financial Group Securities
Alabama
$2K +$2K +48 New
VRS
242
Virginia Retirement Systems
Virginia
$1.9K +$590 +11,800 +45%
Manulife (Manufacturers Life Insurance)
243
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.47K +$4 +89 +0.3%
TWC
244
TD Waterhouse Canada
Ontario, Canada
$1.31K +$1.31K +26 New
QCG
245
Quadrant Capital Group
Ohio
$1K -$296 -8 -23%
FHA
246
First Horizon Advisors
Tennessee
$1K – – –
CT
247
Cambridge Trust
Massachusetts
$1K +$1K +15 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$1K +$1K +17 New
SWM
249
Spire Wealth Management
Virginia
$1K +$1K +21 New
S
250
SignatureFD
Georgia
$1K +$1K +29 New
7 8 9
10
11