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Evertec

248 hedge funds and large institutions have $2.13B invested in Evertec in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
101
Reduced
78
Closed
32
Calls
$1.32M
Puts
$402K
Net Calls
+$914K
Net Calls Change
+$240K
Name Market Value Shares Shares
Change
Shares
Change %
IFAM
226
Institutional & Family Asset Management
Colorado
$5.81K 172
SC
227
Solstein Capital
California
$5.33K 158
TWA
228
TCI Wealth Advisors
Arizona
$5.27K 156
TWC
229
TD Waterhouse Canada
Ontario, Canada
$4K 120 +120 New
BWL
230
Bogart Wealth LLC
Virginia
$3.95K 117 +117 New
BAM
231
Belpointe Asset Management
Nevada
$3.88K 115 +115 New
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$3.64K 108
CFB
233
Cullen/Frost Bankers
Texas
$3.04K 90 +90 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.62K 48
FFA
235
Farther Finance Advisors
California
$1.59K 47
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.52K 45 +10 +29%
GRP
237
Global Retirement Partners
California
$1.51K 44
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$1.38K 41 +41 New
QCG
239
Quadrant Capital Group
Ohio
$1.15K 34
Lazard Asset Management
240
Lazard Asset Management
New York
$1K 36
SFG
241
Steward Financial Group
Texas
$1K 40 +32 +400%
EWA
242
EverSource Wealth Advisors
Alabama
$945 28
SC
243
Schubert & Co
Texas
$777 23 +1 +5%
AF
244
Advisornet Financial
Minnesota
$540 16 +2 +14%
CFGS
245
Concourse Financial Group Securities
Alabama
$472 14 -14 -50%
SIC
246
SJS Investment Consulting
Ohio
$372 11
DI
247
Disciplined Investments
Oklahoma
$371 11 +3 +38%
ECM
248
Everence Capital Management
Indiana
$365 10,810
FGAM
249
Financial Gravity Asset Management
Texas
$1 34 +2 +6%
Boston Partners
250
Boston Partners
Massachusetts
-1,972,071 Closed