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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 %
EAM
51
Eagle Asset Management
Florida
$7.39M -$2.62M -63,900 -26%
Goldman Sachs
52
Goldman Sachs
New York
$7.25M -$3.41M -83,234 -32%
RJA
53
Raymond James & Associates
Florida
$6.97M -$452K -11,047 -6%
GLA
54
Great Lakes Advisors
Illinois
$6.91M -$107K -2,617 -2%
Nordea Investment Management
55
Nordea Investment Management
Sweden
$6.88M -$175K -4,270 -2%
AllianceBernstein
56
AllianceBernstein
Tennessee
$6.6M +$41.6K +1,016 +0.6%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$6.35M +$655K +15,989 +11%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.59M +$2.32M +56,648 +71%
CS
59
Credit Suisse
Switzerland
$5.49M -$165K -4,021 -3%
Stifel Financial
60
Stifel Financial
Missouri
$5.47M -$11.5K -282 -0.2%
Swiss National Bank
61
Swiss National Bank
Switzerland
$5.21M -$643K -15,700 -11%
HA
62
Heartland Advisors
Wisconsin
$5.16M -$4.81M -117,400 -48%
KTA
63
Keeley-Teton Advisors
Illinois
$4.68M -$302K -7,365 -6%
RI
64
Redwood Investments
Massachusetts
$4.63M -$12.4M -303,485 -73%
Skandinaviska Enskilda Banken (SEB)
65
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.28M +$479K +11,700 +13%
Barclays
66
Barclays
United Kingdom
$4.2M +$2.88M +70,254 +217%
SI
67
Sapience Investments
California
$4.07M +$4.07M +99,318 New
CCMG
68
Clark Capital Management Group
Pennsylvania
$3.46M +$1.03M +25,128 +42%
Prudential Financial
69
Prudential Financial
New Jersey
$3.43M -$29.7K -726 -0.9%
BA
70
Bridgewater Associates
Connecticut
$3.42M -$590K -14,418 -15%
SCP
71
Seizert Capital Partners
Michigan
$3.36M -$494K -12,071 -13%
UBS AM
72
UBS AM
Illinois
$3.33M +$42.5K +1,037 +1%
UBS Group
73
UBS Group
Switzerland
$3.14M -$2.94M -71,767 -48%
ZCM
74
Ziegler Capital Management
Illinois
$3.12M -$3.21M -78,326 -51%
LOAME
75
Lombard Odier Asset Management (Europe)
United Kingdom
$3.07M -$317K -7,750 -9%
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3
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