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Evertec
EVTC

Overview Fund Activity

236 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
91
Reduced
88
Closed
32
Calls
$184K
Puts
$7K
Net Calls
+$177K
Net Calls Change
-$737K

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$11.1M
2
Man Group
Man Group
United Kingdom
$9.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.7M
4
RI
Redwood Investments
Massachusetts
$9.08M
5
RRAM
River Road Asset Management
Kentucky
$82.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$273M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$161M
3
Renaissance Technologies
Renaissance Technologies
New York
$34.4M
4
Millennium Management
Millennium Management
New York
$2.84M
5
Ameriprise
Ameriprise
Minnesota
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
126
Curi RMB Capital
Illinois
$921K -$921K -25,000 -50%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$912K +$58.5K +1,589 +7%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$866K +$430K +11,684 +99%
AssetMark Inc
129
AssetMark Inc
California
$837K +$138K +3,752 +20%
NA
130
NewEdge Advisors
Louisiana
$819K +$23.3K +632 +3%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$810K +$742K +20,145 +1,096%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$790K +$42.7K +1,159 +6%
WAM
133
Wakefield Asset Management
Colorado
$788K +$788K +21,405 New
MML Investors Services
134
MML Investors Services
Massachusetts
$774K +$73K +1,982 +10%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$749K -$22.1K -600 -3%
BFG
136
Bleakley Financial Group
New Jersey
$720K +$40.5K +1,099 +6%
SS
137
Simplicity Solutions
Minnesota
$719K +$37.3K +1,012 +5%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$701K -$698K -18,965 -50%
LCM
139
Legato Capital Management
California
$674K – – –
ASRS
140
Arizona State Retirement System
Arizona
$673K +$81.8K +2,221 +14%
SCA
141
Snowden Capital Advisors
New York
$672K +$23.5K +638 +4%
Amundi
142
Amundi
France
$639K -$22.1K -586 -3%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$628K – – –
TJHA
144
Thomas J. Herzfeld Advisors
Florida
$624K – – –
PP
145
Prospector Partners
Connecticut
$551K – – –
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$529K +$37.3K +1,013 +8%
TCM
147
Teza Capital Management
Illinois
$512K +$124K +3,362 +32%
WG
148
Winton Group
United Kingdom
$505K -$874K -23,740 -63%
EGM
149
Engineers Gate Manager
New York
$493K +$493K +13,386 New
William Blair & Company
150
William Blair & Company
Illinois
$490K +$46.2K +1,254 +10%
4 5
6
7 8