EVTC icon

Evertec
EVTC

Overview Fund Activity

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
73
Reduced
98
Closed
44
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$222M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
EP
3
Edgestream Partners
New Jersey
$8.14M
4
American Century Companies
4
American Century Companies
Missouri
$145M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$46.7M
2
SM
2
Sunriver Management
Connecticut
$0
3
CGPCS
3
Capital Group Private Client Services
California
$1.26M
4
OFCM
4
One Fin Capital Management
California
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$1.1K +$299 +9 +38%
EWA
227
EverSource Wealth Advisors
Alabama
$1.03K -$276 -8 -21%
PWMG
228
Private Wealth Management Group
New Jersey
$1.03K – – –
JSAM
229
J. Safra Asset Management
New York
$831 +$831 +25 New
JWA
230
JFS Wealth Advisors
Pennsylvania
$765 – – –
TWC
231
TD Waterhouse Canada
Ontario, Canada
$760 +$760 +23 New
CFGS
232
Concourse Financial Group Securities
Alabama
$698 – – –
QCG
233
Quadrant Capital Group
Ohio
$532 -$366 -11 -41%
CA
234
Continuum Advisory
Idaho
$499 – – –
AWM
235
Abound Wealth Management
Tennessee
$433 – – –
ECM
236
Everence Capital Management
Indiana
$406 – – –
RIL
237
Rothschild Investment LLC
Illinois
$333 +$167 +5 +100%
WIA
238
Wetzel Investment Advisors
Indiana
$319 – – –
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$164 – – –
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$133 – – –
SIC
241
SJS Investment Consulting
Ohio
$133 – – –
TFM
242
TFC Financial Management
Massachusetts
$34 +$34 +1 New
SM
243
Sunriver Management
Connecticut
– -$35.1M -879,617 Closed
OFCM
244
One Fin Capital Management
California
– -$14M -350,000 Closed
Schroder Investment Management Group
245
Schroder Investment Management Group
United Kingdom
– -$11.2M -281,685 Closed
Nordea Investment Management
246
Nordea Investment Management
Sweden
– -$8.77M -217,123 Closed
CP
247
CenterBook Partners
Connecticut
– -$8.37M -209,683 Closed
EAM
248
Eagle Asset Management
Florida
– -$7.45M -191,947 Closed
TD Asset Management
249
TD Asset Management
Ontario, Canada
– -$2.14M -53,759 Closed
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
– -$2.04M -51,103 Closed
8 9
10
11 12