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Evertec
EVTC

Overview Fund Activity

260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.

Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
75
Reduced
113
Closed
31
Calls
$347K
Puts
$128K
Net Calls
+$219K
Net Calls Change
-$802K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$105M
2
Victory Capital Management
2
Victory Capital Management
Texas
$84.1M
3
Millennium Management
3
Millennium Management
New York
$14.2M
4
CP
4
CenterBook Partners
Connecticut
$8.37M
5
ZCM
5
Ziegler Capital Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
BlackRock
2
BlackRock
New York
$395M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$17.8M
4
RRAM
4
River Road Asset Management
Kentucky
$76.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$837 21 – –
CA
252
Continuum Advisory
Idaho
$562 15 +15 New
AWM
253
Abound Wealth Management
Tennessee
$519 13 – –
ECM
254
Everence Capital Management
Indiana
$431 10,810 – –
WIA
255
Wetzel Investment Advisors
Indiana
$298 8 – –
RIL
256
Rothschild Investment LLC
Illinois
$200 5 +5 New
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$194 5 +5 New
SIC
258
SJS Investment Consulting
Ohio
$160 4 – –
DPW
259
DiNuzzo Private Wealth
Pennsylvania
$160 4 – –
TCM
260
TD Capital Management
Tennessee
$120 3 +3 New
Skandinaviska Enskilda Banken (SEB)
261
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -104,500 Closed
SCP
262
Seizert Capital Partners
Michigan
– – -81,951 Closed
Voloridge Investment Management
263
Voloridge Investment Management
Florida
– – -67,463 Closed
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
– – -60,419 Closed
Los Angeles Capital Management
265
Los Angeles Capital Management
California
– – -42,393 Closed
Franklin Resources
266
Franklin Resources
California
– – -34,539 Closed
JCIA
267
Jackson Creek Investment Advisors
Colorado
– – -26,772 Closed
WAM
268
Wakefield Asset Management
Colorado
– – -22,794 Closed
Teacher Retirement System of Texas
269
Teacher Retirement System of Texas
Texas
– – -22,096 Closed
PTC
270
Petrus Trust Company
Texas
– – -16,299 Closed
B
271
Bailard
California
– – -14,900 Closed
MPM
272
Meritage Portfolio Management
Kansas
– – -14,245 Closed
PVH
273
Psagot Value Holdings
Israel
– – -12,500 Closed
TCM
274
Teza Capital Management
Illinois
– – -12,041 Closed
Walleye Capital
275
Walleye Capital
New York
– – -10,729 Closed
8 9 10
11
12