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Evertec
EVTC

Overview Fund Activity

236 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 32 closing their positions.

Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
91
Reduced
88
Closed
32
Calls
$184K
Puts
$7K
Net Calls
+$177K
Net Calls Change
-$737K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$11.1M
2
Man Group
2
Man Group
United Kingdom
$9.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.7M
4
RI
4
Redwood Investments
Massachusetts
$9.08M
5
RRAM
5
River Road Asset Management
Kentucky
$82.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$273M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$161M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$34.4M
4
Millennium Management
4
Millennium Management
New York
$2.84M
5
Ameriprise
5
Ameriprise
Minnesota
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$19M -$407K -11,051 -2%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$19M +$82.1K +2,230 +0.4%
Ameriprise
28
Ameriprise
Minnesota
$18.2M -$4.58M -124,359 -20%
SEI Investments
29
SEI Investments
Pennsylvania
$15.7M -$275K -7,456 -2%
Principal Financial Group
30
Principal Financial Group
Iowa
$14.1M -$762K -20,702 -5%
LSV Asset Management
31
LSV Asset Management
Illinois
$13.2M -$670K -18,183 -5%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$13M +$790K +21,453 +6%
CCP
33
Clifford Capital Partners
Utah
$12.8M -$40.8K -1,109 -0.3%
BCM
34
Bares Capital Management
Texas
$12.5M -$3.5M -95,000 -22%
OFCM
35
One Fin Capital Management
California
$12.2M – – –
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$12M +$3.06M +83,220 +34%
DDC
37
DF Dent & Co
Maryland
$11.4M -$38.5K -1,045 -0.3%
PFO
38
Pathstone Family Office
New Jersey
$11.1M +$11.1M +302,468 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$10.8M -$296K -8,029 -3%
Invesco
40
Invesco
Georgia
$10.7M -$643K -17,452 -6%
Victory Capital Management
41
Victory Capital Management
Texas
$9.59M +$437K +11,877 +5%
Man Group
42
Man Group
United Kingdom
$9.5M +$9.5M +257,969 New
SBCM
43
Schwerin Boyle Capital Management
Massachusetts
$9.35M – – –
EAM
44
Eagle Asset Management
Florida
$9.33M -$311K -8,436 -3%
Deutsche Bank
45
Deutsche Bank
Germany
$9.25M -$504K -13,673 -5%
RI
46
Redwood Investments
Massachusetts
$9.08M +$9.08M +246,659 New
HA
47
Heartland Advisors
Wisconsin
$8.98M – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$8.7M +$38.8K +1,054 +0.4%
NC
49
Nicholas Company
Wisconsin
$7.95M +$1.11K +30 +0%
APC
50
Alpine Peaks Capital
New York
$7.49M +$703K +19,092 +10%
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