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Evertec
EVTC

Overview Fund Activity

236 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
91
Reduced
88
Closed
32
Calls
$184K
Puts
$7K
Net Calls
+$177K
Net Calls Change
-$737K

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$11.1M
2
Man Group
Man Group
United Kingdom
$9.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.7M
4
RI
Redwood Investments
Massachusetts
$9.08M
5
RRAM
River Road Asset Management
Kentucky
$82.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$273M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$161M
3
Renaissance Technologies
Renaissance Technologies
New York
$34.4M
4
Millennium Management
Millennium Management
New York
$2.84M
5
Ameriprise
Ameriprise
Minnesota
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
226
Coppell Advisory Solutions
Texas
$1.69K +$1.69K +46 New
GRP
227
Global Retirement Partners
California
$1.62K – – –
FCAG
228
First Capital Advisors Group
New Jersey
$1.47K +$1.47K +40 New
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.33K -$331 -9 -20%
CFGS
230
Concourse Financial Group Securities
Alabama
$1.29K +$773 +21 +150%
FGAM
231
Financial Gravity Asset Management
Texas
$1.05K +$85 +3 +9%
EWA
232
EverSource Wealth Advisors
Alabama
$1.03K – – –
AWM
233
Abound Wealth Management
Tennessee
$369 +$369 +10 New
DI
234
Disciplined Investments
Oklahoma
$258 -$147 -4 -36%
SIC
235
SJS Investment Consulting
Ohio
$258 -$147 -4 -36%
Comerica Bank
236
Comerica Bank
Texas
$3 +$3 +80,897 New
Two Sigma Investments
237
Two Sigma Investments
New York
– -$2.12M -62,760 Closed
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
– -$1.22M -36,235 Closed
HF
239
HRT Financial
New York
– -$1.14M -33,741 Closed
GC
240
Guggenheim Capital
Illinois
– -$1.1M -32,504 Closed
CSS
241
Cubist Systematic Strategies
Connecticut
– -$925K -27,415 Closed
DTL
242
Dynamic Technology Lab
Singapore
– -$883K -26,150 Closed
TI
243
Trexquant Investment
Connecticut
– -$683K -20,228 Closed
SG Americas Securities
244
SG Americas Securities
New York
– -$595K -17,640 Closed
Allianz Asset Management
245
Allianz Asset Management
Germany
– -$575K -17,034 Closed
E
246
Ergoteles
New York
– -$495K -14,659 Closed
I
247
InceptionR
California
– -$488K -14,448 Closed
HSBC Holdings
248
HSBC Holdings
United Kingdom
– -$388K -11,580 Closed
BCM
249
Bayesian Capital Management
New York
– -$385K -11,393 Closed
AIM
250
Aigen Investment Management
New York
– -$288K -8,542 Closed
7 8 9
10
11