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Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
BCM
3
Bares Capital Management
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Continuum Advisory
Idaho
$1.76K +$1.24K +36 +240%
FG
227
Fairman Group
Pennsylvania
$1.73K – – –
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$1.63K – – –
CAS
229
Coppell Advisory Solutions
Texas
$1.56K – – –
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$1.49K – – –
FFA
231
Farther Finance Advisors
California
$1.46K – – –
S
232
SignatureFD
Georgia
$1.19K -$1.08K -32 -48%
PWMG
233
Private Wealth Management Group
New Jersey
$1.05K – – –
EWA
234
EverSource Wealth Advisors
Alabama
$1.02K – – –
Bessemer Group
235
Bessemer Group
New Jersey
$1K +$1K +35 New
JWA
236
JFS Wealth Advisors
Pennsylvania
$712 -$68 -2 -9%
CWP
237
Concord Wealth Partners
Virginia
$576 +$576 +17 New
QCG
238
Quadrant Capital Group
Ohio
$543 – – –
AWM
239
Abound Wealth Management
Tennessee
$204 -$238 -7 -54%
MFG
240
Mendota Financial Group
Wisconsin
$204 +$204 +6 New
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$169 – – –
AF
242
Advisornet Financial
Minnesota
$169 +$169 +5 New
SIC
243
SJS Investment Consulting
Ohio
$136 – – –
CPA
244
Capital Performance Advisors
California
$136 +$136 +4 New
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$102 -$34 -1 -25%
Capital International Investors
246
Capital International Investors
California
– -$46.7M -1,404,514 Closed
Norges Bank
247
Norges Bank
Norway
– -$10.1M -303,922 Closed
BCM
248
Bares Capital Management
Texas
– -$9.48M -285,000 Closed
GLA
249
Great Lakes Advisors
Illinois
– -$5.3M -159,503 Closed
TPSF
250
Texas Permanent School Fund
Texas
– -$1.74M -52,224 Closed
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10
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