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Evertec
EVTC

Overview Fund Activity

229 hedge funds and large institutions have $2.27B invested in Evertec in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
4.06%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
69
Reduced
82
Closed
21
Calls
$597K
Puts
$762K
Net Calls
-$165K
Net Calls Change
-$947K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.3M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$13.5M
4
BlackRock
4
BlackRock
New York
$357M
5
SRFM
5
Shannon River Fund Management
New York
$9.31M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$101M
2
Millennium Management
2
Millennium Management
New York
$7.64M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$392K
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
PCM
5
Pentwater Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MUAMU
101
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.57M +$1.57M +40,000 New
KWILP
102
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.5M +$783K +19,921 +109%
CIS
103
Capital International Sarl
California
$1.47M +$1.47M +37,481 New
MSL
104
Mackay Shields LLC
New York
$1.46M +$1.46M +37,200 New
DA
105
Duality Advisers
Florida
$1.45M +$1.45M +36,803 New
CSS
106
Cubist Systematic Strategies
Connecticut
$1.33M +$811K +20,624 +156%
Prudential Financial
107
Prudential Financial
New Jersey
$1.32M -$407K -10,352 -24%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$1.29M -$232K -5,890 -15%
VRS
109
Virginia Retirement Systems
Virginia
$1.29M -$358K -9,100 -22%
GC
110
Globeflex Capital
California
$1.28M – – –
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$1.27M -$11.1K -282 -0.9%
FL
112
Fort LP
Maryland
$1.22M +$721K +18,330 +144%
SGAM
113
Smith Group Asset Management
Texas
$1.2M -$210K -5,330 -15%
IWA
114
Intercontinental Wealth Advisors
Texas
$1.19M +$434K +11,050 +58%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$1.18M +$215K +5,462 +22%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$1.08M -$3.93K -100 -0.4%
AWM
117
Avior Wealth Management
Nebraska
$1.06M +$384K +9,764 +57%
Skandinaviska Enskilda Banken (SEB)
118
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.05M +$1.05M +26,700 New
MIM
119
MetLife Investment Management
New Jersey
$1.02M – – –
HIM
120
Hillsdale Investment Management
Ontario, Canada
$1.02M +$1.02M +25,900 New
JCIA
121
Jackson Creek Investment Advisors
Colorado
$995K +$995K +25,310 New
Neuberger Berman Group
122
Neuberger Berman Group
New York
$951K -$24.7K -629 -3%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$941K -$44K -1,120 -4%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$936K -$14.7K -375 -2%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$895K +$566K +14,375 +172%
3 4
5
6 7