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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
80
Reduced
99
Closed
16
Calls
$952K
Puts
$4K
Net Calls
+$948K
Net Calls Change
+$771K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$33.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$54M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
4
RI
Redwood Investments
Massachusetts
$15.5M
5
ZCM
Ziegler Capital Management
Illinois
$5.75M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$9.67M
2
BlackRock
BlackRock
New York
$360M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$152M
4
Man Group
Man Group
United Kingdom
$8.9M
5
SM
Sunriver Management
Connecticut
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$11K -$2.53K -68 -19%
VCM
227
Versant Capital Management
Arizona
$10.2K – – –
WTG
228
West Tower Group
Virginia
$8.74K +$8.74K +235 New
ACM
229
Aquatic Capital Management
Illinois
$7K -$123K -3,500 -95%
IFAM
230
Institutional & Family Asset Management
Colorado
$6.4K – – –
SC
231
Solstein Capital
California
$5.87K – – –
VWM
232
Venturi Wealth Management
Texas
$5.39K – – –
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$4.72K +$674 +18 +17%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$4.02K -$149 -4 -4%
AAP
235
Arax Advisory Partners
Colorado
$2.98K -$1.45K -39 -33%
GRP
236
Global Retirement Partners
California
$2.52K +$890 +24 +55%
LFA
237
LGT Financial Advisors
Texas
$2.34K +$2.34K +63 New
BF
238
BOK Financial
Oklahoma
$2.23K +$2.23K +70 New
Bessemer Group
239
Bessemer Group
New Jersey
$2K – – –
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1.79K – – –
S
241
SignatureFD
Georgia
$1.79K – – –
QCG
242
Quadrant Capital Group
Ohio
$1.79K – – –
AF
243
Allworth Financial
California
$1.79K +$1.79K +48 New
FFA
244
Farther Finance Advisors
California
$1.75K – – –
JWA
245
JFS Wealth Advisors
Pennsylvania
$1.34K – – –
CFGS
246
Concourse Financial Group Securities
Alabama
$1.3K – – –
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26K +$1.26K +34 New
FGAM
248
Financial Gravity Asset Management
Texas
$1.12K -$64 -2 -5%
EWA
249
EverSource Wealth Advisors
Alabama
$1.04K – – –
SFG
250
Steward Financial Group
Texas
$1K +$1K +36 New
7 8 9
10
11