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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.98B invested in Evertec in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+22
Holders Change %
+9.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
94
Reduced
79
Closed
23
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$133K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$228M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
American Century Companies
3
American Century Companies
Missouri
$168M
4
Capital International Investors
4
Capital International Investors
California
$173M
5
BlackRock
5
BlackRock
New York
$460M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$8.32M
2
Boston Partners
2
Boston Partners
Massachusetts
$200M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.52M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
SRFM
5
Shannon River Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$1.7M +$321K +6,431 +23%
Federated Hermes
102
Federated Hermes
Pennsylvania
$1.67M -$3.06M -61,270 -65%
MAM
103
Martingale Asset Management
Massachusetts
$1.59M +$891K +17,818 +127%
AB
104
Amalgamated Bank
New York
$1.55M -$25.8K -516 -2%
DC
105
Davenport & Co
Virginia
$1.52M -$79.8K -1,596 -5%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$1.47M -$1.7M -34,033 -54%
WG
107
Winton Group
United Kingdom
$1.45M +$1M +20,070 +225%
IWA
108
Intercontinental Wealth Advisors
Texas
$1.44M -$13.1K -263 -0.9%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$1.44M +$5K +100 +0.3%
UBS Group
110
UBS Group
Switzerland
$1.43M +$1.12M +22,475 +363%
CSS
111
Cubist Systematic Strategies
Connecticut
$1.41M +$269K +5,383 +24%
ETC
112
Exchange Traded Concepts
Oklahoma
$1.41M +$23.9K +478 +2%
Jennison Associates
113
Jennison Associates
New York
$1.39M -$882K -17,661 -39%
FL
114
Fort LP
Maryland
$1.36M -$230K -4,603 -14%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.27M -$49.9K -999 -4%
Citadel Advisors
116
Citadel Advisors
Florida
$1.27M +$1.27M +25,369 New
KWILP
117
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.26M -$33.5K -671 -3%
HighTower Advisors
118
HighTower Advisors
Illinois
$1.24M +$33.4K +673 +3%
BF
119
BOK Financial
Oklahoma
$1.22M +$269K +5,383 +28%
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$1.19M +$15.5K +310 +1%
SS
121
Simplicity Solutions
Minnesota
$1.18M +$1.18M +23,548 New
AWM
122
Avior Wealth Management
Nebraska
$1.18M – – –
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$1.16M -$55K -1,100 -5%
Ensign Peak Advisors
124
Ensign Peak Advisors
Utah
$1.15M -$1.04M -20,810 -47%
JCIA
125
Jackson Creek Investment Advisors
Colorado
$1.14M -$79.6K -1,592 -7%
3 4
5
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