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Evertec
EVTC

Overview Fund Activity

248 hedge funds and large institutions have $2.13B invested in Evertec in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
101
Reduced
78
Closed
32
Calls
$1.32M
Puts
$402K
Net Calls
+$914K
Net Calls Change
+$240K

Top Buyers

1
SM
1
Sunriver Management
Connecticut
$22.5M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$43.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.8M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Capital International Investors
2
Capital International Investors
California
$104M
3
Man Group
3
Man Group
United Kingdom
$8.74M
4
American Century Companies
4
American Century Companies
Missouri
$137M
5
BlackRock
5
BlackRock
New York
$336M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
251
Interval Partners
New York
– – -73,828 Closed
State of New Jersey Common Pension Fund D
252
State of New Jersey Common Pension Fund D
New Jersey
– – -71,419 Closed
SSA
253
Schonfeld Strategic Advisors
New York
– – -63,112 Closed
OQS
254
Occudo Quantitative Strategies
Florida
– – -47,763 Closed
Verition Fund Management
255
Verition Fund Management
Connecticut
– – -34,544 Closed
CI
256
CX Institutional
Indiana
– – -31,307 Closed
BF
257
BOK Financial
Oklahoma
– – -25,736 Closed
Wellington Management Group
258
Wellington Management Group
Massachusetts
– – -21,046 Closed
Squarepoint
259
Squarepoint
New York
– – -19,964 Closed
Holocene Advisors
260
Holocene Advisors
New York
– – -16,102 Closed
WHG
261
Westwood Holdings Group
Texas
– – -14,746 Closed
AI
262
AdvisorShares Investments
Maryland
– – -11,500 Closed
VI
263
Vestcor Inc
New Brunswick, Canada
– – -10,353 Closed
FL
264
Fort LP
Maryland
– – -7,436 Closed
PMEF
265
Point72 Middle East FZE
United Arab Emirates
– – -7,272 Closed
KAS
266
Kestra Advisory Services
Texas
– – -7,191 Closed
CANY
267
Caxton Associates (New York)
New York
– – -7,156 Closed
VFA
268
Voya Financial Advisors
Connecticut
– – -6,427 Closed
LPL Financial
269
LPL Financial
California
– – -6,265 Closed
GTCM
270
Gyon Technologies Capital Management
New Jersey
– – -5,810 Closed
DCM
271
Dupont Capital Management
Delaware
– – -5,364 Closed
SWA
272
Sutton Wealth Advisors
Florida
– – -968 Closed
Bessemer Group
273
Bessemer Group
New Jersey
– – -878 Closed
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
– – -426 Closed
MCC
275
Money Concepts Capital
Florida
– – -161 Closed
8 9 10
11
12