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Evertec
EVTC

Overview Fund Activity

260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.

Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
75
Reduced
113
Closed
31
Calls
$347K
Puts
$128K
Net Calls
+$219K
Net Calls Change
-$802K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$105M
2
Victory Capital Management
2
Victory Capital Management
Texas
$84.1M
3
Millennium Management
3
Millennium Management
New York
$14.2M
4
CP
4
CenterBook Partners
Connecticut
$8.37M
5
ZCM
5
Ziegler Capital Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
BlackRock
2
BlackRock
New York
$395M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$17.8M
4
RRAM
4
River Road Asset Management
Kentucky
$76.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
226
Solstein Capital
California
$6.3K 158 – –
VWM
227
Venturi Wealth Management
Texas
$5.79K 145 – –
AGWCA
228
Annis Gardner Whiting Capital Advisors
Florida
$4.83K 121 +121 New
GRP
229
Global Retirement Partners
California
$4.55K 114 -12 -10%
CTA
230
Colonial Trust Advisors
South Carolina
$4.55K 114 +114 New
PCWA
231
Pacific Capital Wealth Advisors
California
$4.31K 108 +108 New
SPIA
232
Steward Partners Investment Advisory
New York
$4.27K 107 +107 New
MG
233
Mather Group
Illinois
$3.77K 92 +92 New
EBA
234
Eagle Bay Advisors
New York
$3.47K 87 +87 New
S
235
SignatureFD
Georgia
$3.33K 83 +35 +73%
AAP
236
Arax Advisory Partners
Colorado
$3.19K 80 – –
FGAM
237
Financial Gravity Asset Management
Texas
$2.78K 70 +18 +35%
LFA
238
LGT Financial Advisors
Texas
$2.51K 63 – –
FG
239
Fairman Group
Pennsylvania
$2.04K 51 – –
Bessemer Group
240
Bessemer Group
New Jersey
$2K 56 – –
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$2K 50 +6 +14%
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.92K 48 – –
FFA
243
Farther Finance Advisors
California
$1.48K 38 – –
EWA
244
EverSource Wealth Advisors
Alabama
$1.43K 38 +10 +36%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36K 34 – –
PWMG
246
Private Wealth Management Group
New Jersey
$1.24K 31 – –
QCG
247
Quadrant Capital Group
Ohio
$1.08K 27 -18 -40%
UB
248
UMB Bank
Missouri
$958 24 +24 New
JWA
249
JFS Wealth Advisors
Pennsylvania
$918 23 – –
W
250
WealthCollab
Washington
$918 23 – –
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10
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