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Evertec
EVTC

Overview Fund Activity

264 hedge funds and large institutions have $2.7B invested in Evertec in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
31
Increased
79
Reduced
108
Closed
16
Calls
$1.03M
Puts
$8K
Net Calls
+$1.02M
Net Calls Change
+$73K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.9M
3
Invesco
3
Invesco
Georgia
$31.7M
4
BlackRock
4
BlackRock
New York
$416M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.1M

Top Sellers

1
RI
1
Redwood Investments
Massachusetts
$4.63M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$159M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$24.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$32.5M
5
RRAM
5
River Road Asset Management
Kentucky
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$16.7K -$15.7K -384 -48%
FFA
227
Frazier Financial Advisors
Ohio
$16.1K +$16.1K +394 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$16K -$2.27K -57 -12%
Robeco Institutional Asset Management
229
Robeco Institutional Asset Management
Netherlands
$15.8K +$15.8K +387 New
PTC
230
Private Trust Company
Ohio
$12.5K – – –
VCM
231
Versant Capital Management
Arizona
$11.3K – – –
RFS
232
Richardson Financial Services
Massachusetts
$9.74K +$9.74K +238 New
PFBT
233
Parkside Financial Bank & Trust
Missouri
$8.31K -$3.85K -94 -32%
IFAM
234
Institutional & Family Asset Management
Colorado
$7.04K – – –
SC
235
Solstein Capital
California
$6.47K – – –
VWM
236
Venturi Wealth Management
Texas
$5.94K – – –
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$5.15K – – –
GRP
238
Global Retirement Partners
California
$4.87K +$2.24K +58 +85%
AAP
239
Arax Advisory Partners
Colorado
$3.28K – – –
BF
240
BOK Financial
Oklahoma
$2.87K – – –
LFA
241
LGT Financial Advisors
Texas
$2.58K – – –
FG
242
Fairman Group
Pennsylvania
$2.09K +$2.09K +51 New
Bessemer Group
243
Bessemer Group
New Jersey
$2K – – –
S
244
SignatureFD
Georgia
$1.99K – – –
AF
245
Allworth Financial
California
$1.97K – – –
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.97K – – –
CAS
247
Coppell Advisory Solutions
Texas
$1.88K +$1.88K +46 New
QCG
248
Quadrant Capital Group
Ohio
$1.84K -$123 -3 -6%
FGAM
249
Financial Gravity Asset Management
Texas
$1.81K +$590 +17 +49%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.8K -$2.62K -64 -59%
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