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Evertec
EVTC

Overview Fund Activity

250 hedge funds and large institutions have $2B invested in Evertec in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
86
Reduced
95
Closed
30
Calls
$884K
Puts
$210K
Net Calls
+$674K
Net Calls Change
-$248K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$65.9M
2
American Century Companies
2
American Century Companies
Missouri
$138M
3
GLA
3
Great Lakes Advisors
Illinois
$5.89M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$6.73M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$248M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$23.3M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$145M
3
RA
3
Royce & Associates
New York
$1.24M
4
LCM
4
Laurion Capital Management
New York
$0
5
EMG
5
ETF Managers Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$14.5M +$336K +10,372 +2%
Principal Financial Group
27
Principal Financial Group
Iowa
$13.3M -$329K -10,175 -2%
BCM
28
Bares Capital Management
Texas
$13.1M – – –
Natixis Advisors
29
Natixis Advisors
Massachusetts
$12.6M -$3.88M -119,857 -24%
Goldman Sachs
30
Goldman Sachs
New York
$11.2M +$1.22M +37,818 +12%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$11.1M -$3.8M -117,236 -25%
CCP
32
Clifford Capital Partners
Utah
$10.9M +$2.26M +69,897 +26%
OFCM
33
One Fin Capital Management
California
$10.7M – – –
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$10.6M +$727K +22,465 +7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$9.22M +$151K +4,657 +2%
DDC
36
DF Dent & Co
Maryland
$9.2M -$452K -13,949 -5%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$8.74M +$1.86M +57,380 +27%
EAM
38
Eagle Asset Management
Florida
$8.58M +$695K +21,117 +9%
SBCM
39
Schwerin Boyle Capital Management
Massachusetts
$8.22M – – –
Deutsche Bank
40
Deutsche Bank
Germany
$8.19M +$977K +30,165 +14%
Man Group
41
Man Group
United Kingdom
$8.18M -$2.43M -74,928 -23%
Victory Capital Management
42
Victory Capital Management
Texas
$8.05M +$1.88M +58,024 +30%
HA
43
Heartland Advisors
Wisconsin
$7.9M +$1.59M +49,000 +25%
RJA
44
Raymond James & Associates
Florida
$7.72M +$447K +13,810 +6%
NC
45
Nicholas Company
Wisconsin
$7M – – –
Millennium Management
46
Millennium Management
New York
$6.97M +$469K +14,482 +7%
LSV Asset Management
47
LSV Asset Management
Illinois
$6.73M +$5.44M +167,903 +421%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$6.72M -$627K -19,358 -9%
Legal & General Group
49
Legal & General Group
United Kingdom
$6.14M +$105K +3,233 +2%
APC
50
Alpine Peaks Capital
New York
$6.04M +$1.61M +49,778 +36%
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