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Evertec
EVTC

Overview Fund Activity

216 hedge funds and large institutions have $2.16B invested in Evertec in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-13
Holders Change %
-5.68%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
83
Reduced
80
Closed
38
Calls
–
Puts
$29K
Net Calls
-$29K
Net Calls Change
+$136K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$96.2M
2
Boston Partners
2
Boston Partners
Massachusetts
$166M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$129M
4
Capital International Investors
4
Capital International Investors
California
$52.9M
5
BlackRock
5
BlackRock
New York
$351M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$13.9M
2
RC
2
Rivulet Capital
New Jersey
$70.3M
3
AIM
3
Artemis Investment Management
United Kingdom
$10.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$58.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
126
Affinity Investment Advisors
California
$683K – – –
Russell Investments Group
127
Russell Investments Group
United Kingdom
$681K +$681K +18,316 New
ProShare Advisors
128
ProShare Advisors
Maryland
$665K +$126K +3,378 +23%
ASRS
129
Arizona State Retirement System
Arizona
$662K +$2.9K +78 +0.4%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$662K +$22.2K +597 +3%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$635K -$34.8K -935 -5%
SGAM
132
Smith Group Asset Management
Texas
$634K -$503K -13,520 -44%
TJHA
133
Thomas J. Herzfeld Advisors
Florida
$631K – – –
Millennium Management
134
Millennium Management
New York
$629K -$6.61M -177,487 -91%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$629K +$59.6K +1,600 +10%
QSS
136
Quantitative Systematic Strategies
Florida
$628K -$135K -3,638 -18%
CI Investments Inc
137
CI Investments Inc
Ontario, Canada
$625K +$142K +3,829 +30%
Jane Street
138
Jane Street
New York
$614K +$614K +16,501 New
VFA
139
Voya Financial Advisors
Connecticut
$605K +$105K +2,833 +21%
OAM
140
Oppenheimer Asset Management
New York
$598K +$271K +7,283 +83%
Skandinaviska Enskilda Banken (SEB)
141
Skandinaviska Enskilda Banken (SEB)
Sweden
$569K -$424K -11,400 -43%
BUB
142
BBVA USA Bancshares
Texas
$550K +$550K +14,781 New
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$536K – – –
AQR Capital Management
144
AQR Capital Management
Connecticut
$523K -$149K -4,009 -22%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$520K -$380K -10,215 -42%
NB
146
Nicolet Bankshares
Wisconsin
$434K -$26.1K -700 -6%
MSL
147
Mackay Shields LLC
New York
$422K -$963K -25,867 -70%
VIA
148
Vident Investment Advisory
Georgia
$411K +$212K +5,678 +106%
ECM
149
Everence Capital Management
Indiana
$402K – – –
XSC
150
X-Square Capital
Puerto Rico
$393K -$453K -12,154 -54%
4 5
6
7 8