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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
80
Reduced
99
Closed
16
Calls
$952K
Puts
$4K
Net Calls
+$948K
Net Calls Change
+$771K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$33.1M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$54M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.2M
4
RI
4
Redwood Investments
Massachusetts
$15.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$5.75M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.67M
2
BlackRock
2
BlackRock
New York
$360M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$152M
4
Man Group
4
Man Group
United Kingdom
$8.9M
5
SM
5
Sunriver Management
Connecticut
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$18.7M -$492K -13,239 -3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$18.3M -$1.59M -42,796 -8%
Ameriprise
28
Ameriprise
Minnesota
$17.5M -$840K -22,582 -5%
SEI Investments
29
SEI Investments
Pennsylvania
$16.8M +$916K +24,649 +6%
RI
30
Redwood Investments
Massachusetts
$15.5M +$6.32M +169,980 +69%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$15.2M +$6.42M +172,692 +73%
Principal Financial Group
32
Principal Financial Group
Iowa
$14.5M +$300K +8,059 +2%
CCP
33
Clifford Capital Partners
Utah
$13.4M +$513K +13,790 +4%
LSV Asset Management
34
LSV Asset Management
Illinois
$13.2M -$112K -3,000 -0.8%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$13.1M -$19.8K -533 -0.2%
OFCM
36
One Fin Capital Management
California
$13M +$744K +20,000 +6%
BCM
37
Bares Capital Management
Texas
$12.6M – – –
PFO
38
Pathstone Family Office
New Jersey
$11.9M +$649K +17,467 +6%
DDC
39
DF Dent & Co
Maryland
$11.4M -$144K -3,879 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$11.2M +$346K +9,293 +3%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$10.9M -$1.21M -32,635 -10%
Invesco
42
Invesco
Georgia
$10.7M -$80K -2,153 -0.7%
Victory Capital Management
43
Victory Capital Management
Texas
$9.91M +$232K +6,227 +2%
Goldman Sachs
44
Goldman Sachs
New York
$9.67M -$17.1M -458,683 -64%
Deutsche Bank
45
Deutsche Bank
Germany
$9.49M +$148K +3,990 +2%
SBCM
46
Schwerin Boyle Capital Management
Massachusetts
$9.44M – – –
EAM
47
Eagle Asset Management
Florida
$9.09M -$324K -8,713 -3%
HA
48
Heartland Advisors
Wisconsin
$9.05M -$14.9K -400 -0.2%
Man Group
49
Man Group
United Kingdom
$8.9M -$9.5M -257,969 Closed
APC
50
Alpine Peaks Capital
New York
$8.28M +$720K +19,373 +10%
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