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Evertec
EVTC

Overview Fund Activity

260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.

Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
75
Reduced
113
Closed
31
Calls
$347K
Puts
$128K
Net Calls
+$219K
Net Calls Change
-$802K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$105M
2
Victory Capital Management
2
Victory Capital Management
Texas
$84.1M
3
Millennium Management
3
Millennium Management
New York
$14.2M
4
CP
4
CenterBook Partners
Connecticut
$8.37M
5
ZCM
5
Ziegler Capital Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
BlackRock
2
BlackRock
New York
$395M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$17.8M
4
RRAM
4
River Road Asset Management
Kentucky
$76.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
26
Capital Group Private Client Services
California
$19.7M 494,836 +56,097 +13%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$17.8M 445,748 -159,061 -26%
SEI Investments
28
SEI Investments
Pennsylvania
$17.8M 445,498 -2,022 -0.5%
Ameriprise
29
Ameriprise
Minnesota
$17.8M 444,950 -15,138 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$16.4M 410,527 -33,347 -8%
Norges Bank
31
Norges Bank
Norway
$16.2M 405,387 -73,996 -15%
CCP
32
Clifford Capital Partners
Utah
$15.2M 381,529 +12,624 +3%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$14.8M 371,808 -132,448 -26%
Principal Financial Group
34
Principal Financial Group
Iowa
$14.5M 362,410 -41,242 -10%
Millennium Management
35
Millennium Management
New York
$14.2M 356,855 +347,688 +3,793%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$14.2M 356,078 +97,519 +38%
OFCM
37
One Fin Capital Management
California
$14M 350,000 – –
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$12.9M 322,790 -252 -0.1%
BCM
39
Bares Capital Management
Texas
$12.9M 322,449 -17,551 -5%
DDC
40
DF Dent & Co
Maryland
$12.4M 309,601 -2,261 -0.7%
LSV Asset Management
41
LSV Asset Management
Illinois
$12M 301,900 -29,100 -9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$11.4M 285,446 -15,313 -5%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$11.2M 281,685 -8,488 -3%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$11.1M 279,395 -37,152 -12%
APC
45
Alpine Peaks Capital
New York
$9.27M 232,393 – –
Nordea Investment Management
46
Nordea Investment Management
Sweden
$8.77M 217,123 +49,115 +29%
SBCM
47
Schwerin Boyle Capital Management
Massachusetts
$8.68M 217,550 – –
NC
48
Nicholas Company
Wisconsin
$8.62M 216,020 – –
CP
49
CenterBook Partners
Connecticut
$8.37M 209,683 +153,623 +274%
ZCM
50
Ziegler Capital Management
Illinois
$7.79M 195,324 +119,122 +156%
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