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Evertec
EVTC

Overview Fund Activity

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
73
Reduced
98
Closed
44
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$222M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
EP
3
Edgestream Partners
New Jersey
$8.14M
4
American Century Companies
4
American Century Companies
Missouri
$145M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$46.7M
2
SM
2
Sunriver Management
Connecticut
$0
3
CGPCS
3
Capital Group Private Client Services
California
$1.26M
4
OFCM
4
One Fin Capital Management
California
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
251
Capital International Sarl
California
– -$1.76M -44,168 Closed
AIG
252
American International Group
New York
– -$1.41M -35,223 Closed
Mirae Asset Global Investments
253
Mirae Asset Global Investments
South Korea
– -$916K -27,646 Closed
Capstone Investment Advisors
254
Capstone Investment Advisors
New York
– -$868K -21,755 Closed
ZIM
255
Zacks Investment Management
Illinois
– -$567K -14,200 Closed
RP
256
Riverwater Partners
Wisconsin
– -$546K -13,688 Closed
Federated Hermes
257
Federated Hermes
Pennsylvania
– -$505K -12,659 Closed
PF
258
Phoenix Financial
Israel
– -$497K -12,500 Closed
Lazard Asset Management
259
Lazard Asset Management
New York
– -$497K -12,470 Closed
RAM
260
Resona Asset Management
Japan
– -$413K -10,358 Closed
NYLIM
261
New York Life Investment Management
New York
– -$371K -9,291 Closed
AA
262
AlphaMark Advisors
Kentucky
– -$297K -7,438 Closed
VA
263
Vident Advisory
Georgia
– -$292K -7,323 Closed
WA
264
Wealth Alliance
New York
– -$275K -6,892 Closed
FIM
265
Freedom Investment Management
Connecticut
– -$261K -6,545 Closed
AA
266
AlphaQ Advisors
Florida
– -$254K -6,366 Closed
AQR Capital Management
267
AQR Capital Management
Connecticut
– -$253K -6,346 Closed
HWAM
268
Hennion & Walsh Asset Management
New Jersey
– -$236K -5,917 Closed
SWS
269
SYSTM Wealth Solutions
Illinois
– -$230K -5,754 Closed
CGH
270
Crossmark Global Holdings
Texas
– -$206K -5,145 Closed
SG Americas Securities
271
SG Americas Securities
New York
– -$162K -4,049 Closed
MLICM
272
Metropolitan Life Insurance Company (MetLife)
New York
– -$135K -3,388 Closed
EC
273
EntryPoint Capital
New York
– -$110K -2,761 Closed
CIM
274
Chiron Investment Management
New York
– -$65.2K -1,633 Closed
Jones Financial Companies
275
Jones Financial Companies
Missouri
– -$13.2K -332 Closed
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