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

Top Sellers

1
RC
Rivulet Capital
New Jersey
$101M
2
Millennium Management
Millennium Management
New York
$7.64M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$392K
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
PCM
Pentwater Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
XSC
126
X-Square Capital
Puerto Rico
$893K -$5.07M -128,977 -85%
HighTower Advisors
127
HighTower Advisors
Illinois
$884K +$884K +22,567 New
MSA
128
Mason Street Advisors
Wisconsin
$875K -$4.8K -122 -0.5%
ACA
129
Aptus Capital Advisors
Alabama
$843K +$843K +21,436 New
QSS
130
Quantitative Systematic Strategies
Florida
$807K -$140K -3,554 -15%
BF
131
BOK Financial
Oklahoma
$750K +$258K +6,560 +52%
HF
132
HRT Financial
New York
$749K +$414K +10,547 +124%
SM
133
Sciencast Management
New Jersey
$749K +$749K +18,792 New
YMRC
134
Yorktown Management & Research Company
Virginia
$743K -$31.5K -800 -4%
AIA
135
Affinity Investment Advisors
California
$722K +$722K +18,362 New
EGM
136
Engineers Gate Manager
New York
$719K +$719K +18,288 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$710K -$209K -5,314 -23%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$708K -$191K -4,868 -21%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$707K – – –
ASRS
140
Arizona State Retirement System
Arizona
$697K -$28.3K -718 -4%
IP
141
Interval Partners
New York
$691K -$1.87M -47,528 -73%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$676K +$676K +17,199 New
TJHA
143
Thomas J. Herzfeld Advisors
Florida
$667K +$667K +16,956 New
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$602K – – –
FIM
145
Freedom Investment Management
Connecticut
$569K -$80.1K -2,037 -12%
ProShare Advisors
146
ProShare Advisors
Maryland
$569K +$237K +6,021 +71%
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$566K – – –
TAM
148
THB Asset Management
Connecticut
$551K +$3.85K +98 +0.7%
VFA
149
Voya Financial Advisors
Connecticut
$529K +$529K +13,447 New
DTL
150
Dynamic Technology Lab
Singapore
$523K +$523K +13,299 New
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6
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