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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 %
Prudential Financial
126
Prudential Financial
New Jersey
$1.14M -$261K -6,174 -19%
CI Investments Inc
127
CI Investments Inc
Ontario, Canada
$1.06M +$255K +5,107 +32%
MIM
128
MetLife Investment Management
New Jersey
$1.05M – – –
Skandinaviska Enskilda Banken (SEB)
129
Skandinaviska Enskilda Banken (SEB)
Sweden
$978K – – –
Allianz Asset Management
130
Allianz Asset Management
Germany
$944K +$944K +18,888 New
AIA
131
Affinity Investment Advisors
California
$915K +$4.75K +95 +0.5%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$910K +$910K +18,217 New
GC
133
Guggenheim Capital
Illinois
$900K -$696K -13,927 -44%
TJHA
134
Thomas J. Herzfeld Advisors
Florida
$847K – – –
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$845K – – –
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$845K – – –
HIM
137
Hillsdale Investment Management
Ontario, Canada
$835K -$300K -6,000 -26%
ASRS
138
Arizona State Retirement System
Arizona
$823K -$12.1K -243 -1%
MML Investors Services
139
MML Investors Services
Massachusetts
$793K +$793K +15,863 New
Holocene Advisors
140
Holocene Advisors
New York
$789K -$731K -14,629 -48%
SGAM
141
Smith Group Asset Management
Texas
$785K -$20.1K -402 -2%
OAM
142
Oppenheimer Asset Management
New York
$782K +$11.2K +224 +1%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$768K -$60.7K -1,215 -7%
ProShare Advisors
144
ProShare Advisors
Maryland
$754K +$290K +5,802 +62%
JA
145
JLB & Associates
Michigan
$732K +$447K +8,951 +157%
AQR Capital Management
146
AQR Capital Management
Connecticut
$664K +$41.4K +828 +7%
DCM
147
Dupont Capital Management
Delaware
$658K -$262K -5,249 -29%
TRCT
148
Tower Research Capital (TRC)
New York
$651K +$269K +5,379 +70%
PPWM
149
Paragon Private Wealth Management
Kentucky
$641K +$641K +12,827 New
Janus Henderson Group
150
Janus Henderson Group
United Kingdom
$601K +$299K +5,986 +99%
4 5
6
7 8