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Evertec
EVTC

Overview Fund Activity

245 hedge funds and large institutions have $2.25B invested in Evertec in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
81
Reduced
90
Closed
26
Calls
$259K
Puts
$152K
Net Calls
+$107K
Net Calls Change
-$286K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$329M
3
Ameriprise
Ameriprise
Minnesota
$19.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.6M
5
PCM
Palisade Capital Management
New Jersey
$11M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$9.68M
2
Victory Capital Management
Victory Capital Management
Texas
$69M
3
Citadel Advisors
Citadel Advisors
Florida
$1.22M
4
EP
Edgestream Partners
New Jersey
$0
5
FMI
F/M Investments
District of Columbia
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
226
Bogart Wealth LLC
Virginia
$1.97K +$1.97K +57 New
FFA
227
Frazier Financial Advisors
Ohio
$1.92K – – –
CA
228
Continuum Advisory
Idaho
$1.76K – – –
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.66K – – –
CAS
230
Coppell Advisory Solutions
Texas
$1.58K – – –
PA
231
Parallel Advisors
California
$1.52K +$1.52K +44 New
FFA
232
Farther Finance Advisors
California
$1.31K -$173 -5 -12%
S
233
SignatureFD
Georgia
$1.21K – – –
PWMG
234
Private Wealth Management Group
New Jersey
$1.07K – – –
FG
235
Fairman Group
Pennsylvania
$863 -$898 -26 -51%
JWA
236
JFS Wealth Advisors
Pennsylvania
$726 – – –
CWP
237
Concord Wealth Partners
Virginia
$587 – – –
CSWM
238
Cassady Schiller Wealth Management
Ohio
$311 +$311 +9 New
IA
239
IFP Advisors
Florida
$242 – – –
AWM
240
Abound Wealth Management
Tennessee
$208 – – –
SS
241
SBI Securities
Japan
$173 +$173 +5 New
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$168 – – –
SIC
243
SJS Investment Consulting
Ohio
$139 – – –
DPW
244
DiNuzzo Private Wealth
Pennsylvania
$104 – – –
PWM
245
Parkworth Wealth Management
California
$69 +$69 +2 New
EP
246
Edgestream Partners
New Jersey
– -$4.25M -125,383 Closed
ACA
247
Aptus Capital Advisors
Alabama
– -$3.45M -101,793 Closed
Man Group
248
Man Group
United Kingdom
– -$1.28M -37,886 Closed
Arrowstreet Capital
249
Arrowstreet Capital
Massachusetts
– -$1.25M -36,761 Closed
PP
250
Prospector Partners
Connecticut
– -$746K -22,000 Closed
7 8 9
10
11