EVTC icon

Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
BCM
3
Bares Capital Management
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$12.6M -$6.32M -186,465 -33%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$12.1M -$2.99M -88,292 -20%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$11.4M +$1.13M +33,462 +11%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$10.9M -$11.6K -341 -0.1%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$10.8M +$6.62M +195,208 +158%
Principal Financial Group
31
Principal Financial Group
Iowa
$10.3M -$1.62M -47,667 -14%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$9.35M -$89.1K -2,628 -0.9%
Two Sigma Investments
33
Two Sigma Investments
New York
$9.06M +$7.56M +222,934 +500%
Goldman Sachs
34
Goldman Sachs
New York
$9.04M +$4.56M +134,587 +102%
APC
35
Alpine Peaks Capital
New York
$8.82M +$949K +28,000 +12%
LSV Asset Management
36
LSV Asset Management
Illinois
$8.48M -$1.51M -44,700 -15%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$7.69M +$3.5M +103,174 +83%
SBCM
38
Schwerin Boyle Capital Management
Massachusetts
$7.37M – – –
NC
39
Nicholas Company
Wisconsin
$7.32M – – –
FMI
40
F/M Investments
District of Columbia
$6.52M +$735K +21,680 +13%
UBS AM
41
UBS AM
Illinois
$6.36M -$189K -5,586 -3%
PCM
42
Palisade Capital Management
New Jersey
$6.31M +$6.31M +186,138 New
ICM
43
Invenomic Capital Management
Massachusetts
$6.3M -$1.22M -36,010 -16%
Legal & General Group
44
Legal & General Group
United Kingdom
$6.05M +$4.95K +146 +0.1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$5.8M -$256K -7,562 -4%
RJA
46
Raymond James & Associates
Florida
$5.61M -$664K -19,596 -11%
Citadel Advisors
47
Citadel Advisors
Florida
$5.43M +$4.64M +136,902 +584%
Bank of America
48
Bank of America
North Carolina
$5.18M -$23.7M -698,461 -82%
CCMG
49
Clark Capital Management Group
Pennsylvania
$5.15M +$2.34M +69,081 +83%
KTA
50
Keeley-Teton Advisors
Illinois
$4.75M – – –
1
2
3 4 5