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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.98B invested in Evertec in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+22
Holders Change %
+9.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
94
Reduced
79
Closed
23
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$133K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$228M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
American Century Companies
3
American Century Companies
Missouri
$168M
4
Capital International Investors
4
Capital International Investors
California
$173M
5
BlackRock
5
BlackRock
New York
$460M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$8.32M
2
Boston Partners
2
Boston Partners
Massachusetts
$200M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.52M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
SRFM
5
Shannon River Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$19.6M +$650K +13,014 +3%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$18.4M -$865K -17,306 -4%
DDC
28
DF Dent & Co
Maryland
$18M -$2.34M -46,797 -11%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$17.7M +$6.64M +132,900 +60%
RA
30
Royce & Associates
New York
$15.3M -$3.14M -62,808 -17%
BCM
31
Bares Capital Management
Texas
$15.3M +$800K +16,016 +6%
Ameriprise
32
Ameriprise
Minnesota
$15M +$2.44M +49,939 +19%
SEI Investments
33
SEI Investments
Pennsylvania
$14.7M +$3.91M +78,298 +36%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$13.9M +$12.3M +245,228 +726%
Morgan Stanley
35
Morgan Stanley
New York
$13.6M +$257K +5,146 +2%
EMG
36
ETF Managers Group
New Jersey
$13.3M -$3.34M -66,612 -20%
SBCM
37
Schwerin Boyle Capital Management
Massachusetts
$12.7M – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$12.7M +$1.74M +34,804 +16%
PPA
39
Parametric Portfolio Associates
Washington
$12.3M +$166K +3,323 +1%
Deutsche Bank
40
Deutsche Bank
Germany
$12M +$3.63M +72,596 +43%
EAM
41
Eagle Asset Management
Florida
$11.8M -$1.63M -32,537 -12%
DZ Bank
42
DZ Bank
Germany
$10.9M +$10.9M +216,734 New
NC
43
Nicholas Company
Wisconsin
$10.8M -$2.5K -50 -0%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$9.37M +$2.27M +45,370 +32%
Legal & General Group
45
Legal & General Group
United Kingdom
$9.14M +$324K +6,476 +4%
AllianceBernstein
46
AllianceBernstein
Tennessee
$8.98M -$23.8K -476 -0.3%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$8.52M -$103K -2,052 -1%
RC
48
Rivulet Capital
New Jersey
$8.32M -$32.8M -655,288 -80%
HA
49
Heartland Advisors
Wisconsin
$7.75M -$1,000K -20,000 -11%
Victory Capital Management
50
Victory Capital Management
Texas
$7.67M +$375K +7,504 +5%
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