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Evertec
EVTC

Overview Fund Activity

248 hedge funds and large institutions have $2.13B invested in Evertec in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
101
Reduced
78
Closed
32
Calls
$1.32M
Puts
$402K
Net Calls
+$914K
Net Calls Change
+$240K

Top Buyers

1
SM
1
Sunriver Management
Connecticut
$22.5M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$43.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.8M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Capital International Investors
2
Capital International Investors
California
$104M
3
Man Group
3
Man Group
United Kingdom
$8.74M
4
American Century Companies
4
American Century Companies
Missouri
$137M
5
BlackRock
5
BlackRock
New York
$336M
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
101
Willis Investment Counsel
Georgia
$1.36M 40,418 +7,914 +24%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$1.36M 40,299 +26,039 +183%
DC
103
Davenport & Co
Virginia
$1.34M 39,768 +2,554 +7%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.34M 39,730 +3,355 +9%
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$1.29M 38,229 +38,229 New
AQR Capital Management
106
AQR Capital Management
Connecticut
$1.28M 38,070 +6,115 +19%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$1.28M 37,996 +24,955 +191%
IWA
108
Intercontinental Wealth Advisors
Texas
$1.28M 37,896 +45 +0.1%
WG
109
Winton Group
United Kingdom
$1.26M 37,450 -11,266 -23%
YCM
110
Yousif Capital Management
Michigan
$1.23M 36,567 -4,725 -11%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$1.22M 36,235 +33,426 +1,190%
GCM
112
Graham Capital Management
Connecticut
$1.21M 35,967 +16,571 +85%
JPMPWA
113
J.P. Morgan Private Wealth Advisors
California
$1.2M 35,423 +4,641 +15%
MUAMU
114
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.18M 35,000 – –
HF
115
HRT Financial
New York
$1.14M 33,741 +15,144 +81%
AIG
116
American International Group
New York
$1.13M 33,617 +119 +0.4%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$1.11M 32,778 +21,701 +196%
MIM
118
MetLife Investment Management
New Jersey
$1.1M 32,586 – –
GC
119
Guggenheim Capital
Illinois
$1.1M 32,504 +15,630 +93%
HighTower Advisors
120
HighTower Advisors
Illinois
$1.08M 31,884 +4,620 +17%
MAM
121
Martingale Asset Management
Massachusetts
$1.05M 31,048 +3,300 +12%
Barclays
122
Barclays
United Kingdom
$1.05M 31,036 -1,751 -5%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$1.03M 30,400 -600 -2%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.02M 30,363 +1,239 +4%
AWM
125
Avior Wealth Management
Nebraska
$1.02M 30,079 – –
3 4
5
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