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Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
BCM
3
Bares Capital Management
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGPCS
251
Capital Group Private Client Services
California
– -$1.26M -37,916 Closed
BFG
252
Bleakley Financial Group
New Jersey
– -$594K -17,871 Closed
SW
253
Simplicity Wealth
New Jersey
– -$594K -17,871 Closed
MML Investors Services
254
MML Investors Services
Massachusetts
– -$591K -17,775 Closed
UM
255
UniSuper Management
Australia
– -$471K -14,156 Closed
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
– -$407K -12,244 Closed
Connor, Clark & Lunn Investment Management (CC&L)
257
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$378K -11,371 Closed
CC
258
Centiva Capital
New York
– -$375K -11,292 Closed
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
– -$320K -9,624 Closed
Balyasny Asset Management
260
Balyasny Asset Management
Illinois
– -$305K -9,171 Closed
Verition Fund Management
261
Verition Fund Management
Connecticut
– -$269K -8,088 Closed
BC
262
Bridgefront Capital
Texas
– -$253K -7,621 Closed
SIA
263
Sit Investment Associates
Minnesota
– -$60K -1,800 Closed
OWA
264
Opal Wealth Advisors
New York
– -$27.8K -835 Closed
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
– -$5.91K -180 Closed
WIM
266
Westside Investment Management
California
– -$2.39K -72 Closed
SPIA
267
Steward Partners Investment Advisory
New York
– -$1.63K -49 Closed
TWC
268
TD Waterhouse Canada
Ontario, Canada
– -$760 -23 Closed
CFGS
269
Concourse Financial Group Securities
Alabama
– -$698 -21 Closed
WIA
270
Wetzel Investment Advisors
Indiana
– -$319 -8 Closed
TFM
271
TFC Financial Management
Massachusetts
– -$34 -1 Closed
7 8 9 10
11