EVTC icon

Evertec
EVTC

Overview Fund Activity

238 hedge funds and large institutions have $2.18B invested in Evertec in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-6
Holders Change %
-2.46%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
83
Reduced
84
Closed
31
Calls
–
Puts
$177K
Net Calls
-$177K
Net Calls Change
-$181K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19.7M
2
American Century Companies
American Century Companies
Missouri
$139M
3
Ameriprise
Ameriprise
Minnesota
$18.5M
4
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$5.53M
5
UBS Group
UBS Group
Switzerland
$4.69M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.5M
2
Man Group
Man Group
United Kingdom
$14.2M
3
Goldman Sachs
Goldman Sachs
New York
$11.1M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$181M
5
CIS
Capital International Sarl
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
126
HRT Financial
New York
$587K +$587K +15,917 New
HSBC Holdings
127
HSBC Holdings
United Kingdom
$583K -$67K -1,820 -10%
DA
128
Duality Advisers
Florida
$563K -$319K -8,645 -36%
AQR Capital Management
129
AQR Capital Management
Connecticut
$558K +$33.1K +898 +6%
FL
130
Fort LP
Maryland
$552K -$348K -9,420 -39%
Prudential Financial
131
Prudential Financial
New Jersey
$539K -$14.5K -398 -3%
ETC
132
Exchange Traded Concepts
Oklahoma
$525K +$11.9K +324 +2%
Wellington Management Group
133
Wellington Management Group
Massachusetts
$505K +$505K +13,687 New
TD Asset Management
134
TD Asset Management
Ontario, Canada
$504K -$37.6K -1,021 -7%
PPWM
135
Paragon Private Wealth Management
Kentucky
$473K – – –
E
136
Ergoteles
New York
$468K +$468K +12,681 New
Russell Investments Group
137
Russell Investments Group
United Kingdom
$465K – – –
EGM
138
Engineers Gate Manager
New York
$453K +$453K +12,272 New
DCM
139
Dupont Capital Management
Delaware
$446K – – –
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$443K – – –
GC
141
Guggenheim Capital
Illinois
$434K -$305K -8,257 -41%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$413K -$99.6K -2,700 -19%
OAM
143
Oppenheimer Asset Management
New York
$407K +$7.16K +194 +2%
ECM
144
Everence Capital Management
Indiana
$399K – – –
Osaic Holdings
145
Osaic Holdings
Arizona
$395K -$14.7K -398 -4%
NB
146
Nicolet Bankshares
Wisconsin
$394K – – –
SAM
147
Shell Asset Management
Netherlands
$391K +$93.9K +2,544 +32%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$371K -$93.8K -2,544 -20%
MOACM
149
Mutual of America Capital Management
New York
$368K +$50.4K +1,365 +16%
VIA
150
Vident Investment Advisory
Georgia
$363K -$7.42K -201 -2%
4 5
6
7 8