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Evertec
EVTC

Overview Fund Activity

248 hedge funds and large institutions have $2.13B invested in Evertec in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
101
Reduced
78
Closed
32
Calls
$1.32M
Puts
$402K
Net Calls
+$914K
Net Calls Change
+$240K

Top Buyers

1
SM
1
Sunriver Management
Connecticut
$22.5M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$43.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.8M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Capital International Investors
2
Capital International Investors
California
$104M
3
Man Group
3
Man Group
United Kingdom
$8.74M
4
American Century Companies
4
American Century Companies
Missouri
$137M
5
BlackRock
5
BlackRock
New York
$336M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$17.8M 526,629 -81,041 -13%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$17.3M 512,776 +270 +0.1%
BCM
28
Bares Capital Management
Texas
$14.7M 435,000 +29,800 +7%
SEI Investments
29
SEI Investments
Pennsylvania
$14.7M 434,742 -13,110 -3%
Principal Financial Group
30
Principal Financial Group
Iowa
$13.6M 402,222 -9,413 -2%
LSV Asset Management
31
LSV Asset Management
Illinois
$12.7M 376,600 +168,797 +81%
CCP
32
Clifford Capital Partners
Utah
$11.7M 347,664 +10,976 +3%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$11.2M 332,565 +6,228 +2%
OFCM
34
One Fin Capital Management
California
$11.1M 330,000 – –
DDC
35
DF Dent & Co
Maryland
$10.5M 310,274 +26,052 +9%
Invesco
36
Invesco
Georgia
$10.3M 306,660 -155,756 -34%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$10.1M 300,169 +15,510 +5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$9.6M 284,370 +14,475 +5%
Deutsche Bank
39
Deutsche Bank
Germany
$8.94M 264,953 +12,113 +5%
EAM
40
Eagle Asset Management
Florida
$8.83M 261,637 +902 +0.3%
Man Group
41
Man Group
United Kingdom
– – -252,774 Closed
SBCM
42
Schwerin Boyle Capital Management
Massachusetts
$8.57M 253,800 – –
Victory Capital Management
43
Victory Capital Management
Texas
$8.38M 248,384 -97 -0%
HA
44
Heartland Advisors
Wisconsin
$8.23M 243,900 – –
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$8.15M 241,417 -102,132 -30%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$7.94M 235,256 +27,675 +13%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$7.77M 230,160 +214,666 +1,385%
NC
48
Nicholas Company
Wisconsin
$7.29M 215,930 -245 -0.1%
Millennium Management
49
Millennium Management
New York
$7.24M 214,527 -810 -0.4%
Legal & General Group
50
Legal & General Group
United Kingdom
$6.3M 186,749 -2,934 -2%
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