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Evertec
EVTC

Overview Fund Activity

264 hedge funds and large institutions have $2.7B invested in Evertec in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
31
Increased
79
Reduced
108
Closed
16
Calls
$1.03M
Puts
$8K
Net Calls
+$1.02M
Net Calls Change
+$73K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.9M
3
Invesco
3
Invesco
Georgia
$31.7M
4
BlackRock
4
BlackRock
New York
$416M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.1M

Top Sellers

1
RI
1
Redwood Investments
Massachusetts
$4.63M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$159M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$24.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$32.5M
5
RRAM
5
River Road Asset Management
Kentucky
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$23.2M -$644K -15,722 -3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$20.6M +$482K +11,765 +2%
Norges Bank
28
Norges Bank
Norway
$19.6M -$940K -22,956 -5%
Ameriprise
29
Ameriprise
Minnesota
$18.8M -$444K -10,857 -2%
SEI Investments
30
SEI Investments
Pennsylvania
$18.3M -$181K -4,415 -1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$18.2M +$1.43M +34,872 +9%
CGPCS
32
Capital Group Private Client Services
California
$18M -$3.85M -94,144 -18%
Principal Financial Group
33
Principal Financial Group
Iowa
$16.5M +$576K +14,073 +4%
CCP
34
Clifford Capital Partners
Utah
$15.1M +$350K +8,560 +2%
OFCM
35
One Fin Capital Management
California
$14.3M – – –
BCM
36
Bares Capital Management
Texas
$13.9M – – –
LSV Asset Management
37
LSV Asset Management
Illinois
$13.6M -$1,000K -24,417 -7%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$13.2M +$13.2M +323,042 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$13M -$1.51M -36,938 -10%
DDC
40
DF Dent & Co
Maryland
$12.8M +$267K +6,512 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$12.3M -$27.6K -674 -0.2%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$11.9M -$74.9K -1,829 -0.6%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$10.6M +$2.89M +70,572 +38%
Deutsche Bank
44
Deutsche Bank
Germany
$10.4M -$23.1K -564 -0.2%
Man Group
45
Man Group
United Kingdom
$9.75M +$9.75M +238,207 New
APC
46
Alpine Peaks Capital
New York
$9.51M +$398K +9,727 +4%
SBCM
47
Schwerin Boyle Capital Management
Massachusetts
$8.91M -$1.48M -36,250 -14%
NC
48
Nicholas Company
Wisconsin
$8.84M – – –
Legal & General Group
49
Legal & General Group
United Kingdom
$7.43M +$15.3K +373 +0.2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$7.42M -$173K -4,233 -2%
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