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Evertec
EVTC

Overview Fund Activity

264 hedge funds and large institutions have $2.7B invested in Evertec in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
31
Increased
79
Reduced
108
Closed
16
Calls
$1.03M
Puts
$8K
Net Calls
+$1.02M
Net Calls Change
+$73K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.9M
3
Invesco
3
Invesco
Georgia
$31.7M
4
BlackRock
4
BlackRock
New York
$416M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.1M

Top Sellers

1
RI
1
Redwood Investments
Massachusetts
$4.63M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$159M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$24.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$32.5M
5
RRAM
5
River Road Asset Management
Kentucky
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Farther Finance Advisors
California
$1.56K -$369 -9 -19%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39K – – –
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$1.39K +$1.39K +34 New
PWMG
254
Private Wealth Management Group
New Jersey
$1.27K +$1.27K +31 New
EWA
255
EverSource Wealth Advisors
Alabama
$1.15K – – –
JWA
256
JFS Wealth Advisors
Pennsylvania
$942 -$532 -13 -36%
W
257
WealthCollab
Washington
$942 +$942 +23 New
CFGS
258
Concourse Financial Group Securities
Alabama
$859 -$573 -14 -40%
HNB
259
Huntington National Bank
Ohio
$819 +$819 +20 New
AWM
260
Abound Wealth Management
Tennessee
$533 +$123 +3 +30%
CWC
261
Carolinas Wealth Consulting
North Carolina
$481 – – –
SIC
262
SJS Investment Consulting
Ohio
$164 -$123 -3 -43%
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$164 +$164 +4 New
Polen Capital Management
264
Polen Capital Management
Florida
– -$1.64M -44,100 Closed
HF
265
HRT Financial
New York
– -$1.2M -32,276 Closed
SG Americas Securities
266
SG Americas Securities
New York
– -$1.16M -31,164 Closed
Jennison Associates
267
Jennison Associates
New York
– -$1.09M -29,290 Closed
AI
268
AdvisorShares Investments
Maryland
– -$386K -10,381 Closed
PRC
269
Pearl River Capital
Michigan
– -$359K -9,665 Closed
MM
270
MQS Management
New York
– -$335K -8,999 Closed
CF
271
Cantor Fitzgerald
New York
– -$329K -8,854 Closed
Lido Advisors
272
Lido Advisors
California
– -$282K -7,576 Closed
JF
273
Jump Financial
Illinois
– -$244K -6,575 Closed
BPA
274
Beacon Pointe Advisors
California
– -$234K -6,299 Closed
SM
275
Sciencast Management
New Jersey
– -$208K -5,600 Closed
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