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Evertec
EVTC

Overview Fund Activity

250 hedge funds and large institutions have $2B invested in Evertec in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
86
Reduced
95
Closed
30
Calls
$884K
Puts
$210K
Net Calls
+$674K
Net Calls Change
-$248K

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$65.9M
2
American Century Companies
American Century Companies
Missouri
$138M
3
GLA
Great Lakes Advisors
Illinois
$5.89M
4
LSV Asset Management
LSV Asset Management
Illinois
$6.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
$248M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$23.3M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$145M
3
RA
Royce & Associates
New York
$1.24M
4
LCM
Laurion Capital Management
New York
$0
5
EMG
ETF Managers Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
226
Money Concepts Capital
Florida
$5.22K +$5.22K +161 New
SC
227
Solstein Capital
California
$5.12K – – –
TWA
228
TCI Wealth Advisors
Arizona
$5.05K +$4.95K +153 +5,100%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$4.11K +$2.14K +66 +108%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$3.5K -$2.91K -90 -45%
SO
231
STRS Ohio
Ohio
$3K – – –
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.55K +$162 +5 +12%
FFA
233
Farther Finance Advisors
California
$1.52K +$1.52K +47 New
GRP
234
Global Retirement Partners
California
$1.43K – – –
ACM
235
AUA Capital Management
Pennsylvania
$1.13K – – –
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.13K +$550 +17 +94%
QCG
237
Quadrant Capital Group
Ohio
$1.1K – – –
Lazard Asset Management
238
Lazard Asset Management
New York
$1K -$219K -7,884 -100%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$1K +$1K +28 New
FGAM
240
Financial Gravity Asset Management
Texas
$911 +$911 +32 New
EWA
241
EverSource Wealth Advisors
Alabama
$907 -$2.92K -90 -76%
CWP
242
Concord Wealth Partners
Virginia
$907 +$907 +28 New
CFGS
243
Concourse Financial Group Securities
Alabama
$906 – – –
SC
244
Schubert & Co
Texas
$712 +$194 +6 +38%
AF
245
Advisornet Financial
Minnesota
$453 +$453 +14 New
SIC
246
SJS Investment Consulting
Ohio
$356 +$129 +4 +57%
ECM
247
Everence Capital Management
Indiana
$350 – – –
DI
248
Disciplined Investments
Oklahoma
$259 +$32 +1 +14%
LCM
249
Laurion Capital Management
New York
– -$7.84M -250,000 Closed
EMG
250
ETF Managers Group
New Jersey
– -$6.76M -215,517 Closed
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10
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