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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
80
Reduced
99
Closed
16
Calls
$952K
Puts
$4K
Net Calls
+$948K
Net Calls Change
+$771K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$33.1M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$54M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.2M
4
RI
4
Redwood Investments
Massachusetts
$15.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$5.75M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.67M
2
BlackRock
2
BlackRock
New York
$360M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$152M
4
Man Group
4
Man Group
United Kingdom
$8.9M
5
SM
5
Sunriver Management
Connecticut
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
Everence Capital Management
Indiana
$402 – – –
CWC
252
Carolinas Wealth Consulting
North Carolina
$373 -$12.4K -399 -97%
AWM
253
Abound Wealth Management
Tennessee
$372 – – –
SIC
254
SJS Investment Consulting
Ohio
$261 – – –
Comerica Bank
255
Comerica Bank
Texas
– -$3 -80,897 Closed
CRC
256
Curi RMB Capital
Illinois
– -$921K -25,000 Closed
WG
257
Winton Group
United Kingdom
– -$505K -13,710 Closed
EGM
258
Engineers Gate Manager
New York
– -$493K -13,386 Closed
GCM
259
Graham Capital Management
Connecticut
– -$455K -12,341 Closed
OCBCO
260
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$367K -9,974 Closed
Squarepoint
261
Squarepoint
New York
– -$311K -8,438 Closed
CANY
262
Caxton Associates (New York)
New York
– -$266K -7,211 Closed
VAS
263
Vestmark Advisory Solutions
Massachusetts
– -$240K -6,509 Closed
VIA
264
Vident Investment Advisory
Georgia
– -$217K -5,884 Closed
IEFM
265
IQ EQ Fund Management
Ireland
– -$208K -5,641 Closed
TAIM
266
TD Ameritrade Investment Management
Nebraska
– -$82K -2,222 Closed
HI
267
Harbour Investments
Wisconsin
– -$12.5K -340 Closed
CAS
268
Coppell Advisory Solutions
Texas
– -$1.69K -46 Closed
DI
269
Disciplined Investments
Oklahoma
– -$258 -7 Closed
7 8 9 10
11