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Evertec
EVTC

Overview Fund Activity

250 hedge funds and large institutions have $2.03B invested in Evertec in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
108
Reduced
69
Closed
25
Calls
$1.49M
Puts
$567K
Net Calls
+$922K
Net Calls Change
+$1.1M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$56.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$40.1M
3
BlackRock
BlackRock
New York
$316M
4
OFCM
One Fin Capital Management
California
$10.3M
5
Man Group
Man Group
United Kingdom
$10.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$67.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$35M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$150M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$14.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
226
Arax Advisory Partners
Colorado
$5K +$771 +27 +18%
AA
227
AlphaMark Advisors
Kentucky
$5K +$5K +152 New
EWA
228
EverSource Wealth Advisors
Alabama
$4K -$407 -12 -9%
SPIA
229
Steward Partners Investment Advisory
New York
$4K – – –
SO
230
STRS Ohio
Ohio
$3K – – –
TWC
231
TD Waterhouse Canada
Ontario, Canada
$2.51K – – –
Federated Hermes
232
Federated Hermes
Pennsylvania
$2K -$19.6K -569 -91%
S
233
SignatureFD
Georgia
$2K -$7.59K -201 -79%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$2K -$2.2K -67 -52%
FF
235
FourThought Financial
Florida
$2K – – –
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$2K +$549 +14 +38%
GRP
237
Global Retirement Partners
California
$2K +$2K +44 New
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$1.29K +$80 +2,492 +7%
JWA
239
JFS Wealth Advisors
Pennsylvania
$1K -$2.28K -41 -69%
CFGS
240
Concourse Financial Group Securities
Alabama
$1K -$714 -20 -42%
SC
241
Schubert & Co
Texas
$1K -$375 -6 -27%
HR
242
Howe & Rusling
New York
$1K -$200 -5 -17%
ACM
243
AUA Capital Management
Pennsylvania
$1K – – –
QCG
244
Quadrant Capital Group
Ohio
$1K +$324 +11 +48%
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +43 New
Jennison Associates
246
Jennison Associates
New York
– -$1.16M -31,401 Closed
PAG
247
Private Advisor Group
New Jersey
– -$600K -16,282 Closed
DA
248
Duality Advisers
Florida
– -$563K -15,273 Closed
ETC
249
Exchange Traded Concepts
Oklahoma
– -$525K -14,246 Closed
Wellington Management Group
250
Wellington Management Group
Massachusetts
– -$505K -13,687 Closed
7 8 9
10
11