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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 %
SOADOR
101
State of Alaska Department of Revenue
Alaska
$1.66M +$10.2K +248 +0.6%
Corient Private Wealth
102
Corient Private Wealth
Florida
$1.66M -$36.9K -901 -2%
DC
103
Davenport & Co
Virginia
$1.56M -$107K -2,602 -6%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$1.52M -$224K -5,461 -13%
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$1.49M -$50.5K -1,235 -3%
AIG
106
American International Group
New York
$1.46M -$9.87K -241 -0.7%
HighTower Advisors
107
HighTower Advisors
Illinois
$1.45M +$61.8K +1,514 +4%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.45M -$686K -16,762 -32%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.44M -$60.3K -1,464 -4%
MUAMU
110
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.43M – – –
Russell Investments Group
111
Russell Investments Group
United Kingdom
$1.43M +$343K +8,380 +32%
Franklin Resources
112
Franklin Resources
California
$1.41M -$14.9K -365 -1%
MIM
113
MetLife Investment Management
New Jersey
$1.41M – – –
WIC
114
Willis Investment Counsel
Georgia
$1.41M +$14.1K +345 +1%
Connor, Clark & Lunn Investment Management (CC&L)
115
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.4M +$1.12M +27,437 +400%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$1.35M – – –
AC
117
Aristides Capital
Kentucky
$1.34M – – –
YCM
118
Yousif Capital Management
Michigan
$1.33M +$20.5K +500 +2%
JA
119
JLB & Associates
Michigan
$1.3M +$102K +2,491 +9%
Jane Street
120
Jane Street
New York
$1.3M +$849K +20,736 +190%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25M -$18.6K -455 -1%
AssetMark Inc
122
AssetMark Inc
California
$1.23M +$137K +3,356 +13%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$1.23M – – –
AB
124
Amalgamated Bank
New York
$1.17M -$6.63K -162 -0.6%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$1.13M +$436K +10,650 +63%
3 4
5
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