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Evertec
EVTC

Overview Fund Activity

264 hedge funds and large institutions have $2.7B invested in Evertec in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
31
Increased
79
Reduced
108
Closed
16
Calls
$1.03M
Puts
$8K
Net Calls
+$1.02M
Net Calls Change
+$73K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.9M
3
Invesco
3
Invesco
Georgia
$31.7M
4
BlackRock
4
BlackRock
New York
$416M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.1M

Top Sellers

1
RI
1
Redwood Investments
Massachusetts
$4.63M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$159M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$24.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$32.5M
5
RRAM
5
River Road Asset Management
Kentucky
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$1.11M – – –
JCIA
127
Jackson Creek Investment Advisors
Colorado
$1.1M -$205 -5 -0%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$1.07M -$585K -14,296 -35%
TRCT
129
Tower Research Capital (TRC)
New York
$1.01M +$792K +19,347 +356%
MML Investors Services
130
MML Investors Services
Massachusetts
$996K +$146K +3,569 +17%
MSRPS
131
Maryland State Retirement & Pension System
Maryland
$975K – – –
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$968K +$342K +8,359 +55%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$952K -$228K -5,574 -19%
AQR Capital Management
134
AQR Capital Management
Connecticut
$943K +$83.8K +2,047 +10%
WAM
135
Wakefield Asset Management
Colorado
$933K +$93.6K +2,287 +11%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$905K -$1.08M -26,401 -54%
BBVA
137
Banco Bilbao Vizcaya Argentaria
Spain
$895K +$142K +3,468 +19%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$878K – – –
BFG
139
Bleakley Financial Group
New Jersey
$831K -$3.89K -95 -0.5%
SS
140
Simplicity Solutions
Minnesota
$829K -$5.08K -124 -0.6%
Lazard Asset Management
141
Lazard Asset Management
New York
$828K +$121K +2,964 +17%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$787K – – –
William Blair & Company
143
William Blair & Company
Illinois
$743K +$132K +3,236 +22%
ASRS
144
Arizona State Retirement System
Arizona
$740K -$18.9K -462 -2%
LCM
145
Legato Capital Management
California
$721K – – –
Amundi
146
Amundi
France
$702K +$41.2K +1,056 +6%
TJHA
147
Thomas J. Herzfeld Advisors
Florida
$694K – – –
CCIA
148
Campbell & Co Investment Adviser
Maryland
$668K +$124K +3,031 +23%
PTC
149
Petrus Trust Company
Texas
$667K +$667K +16,299 New
Osaic Holdings
150
Osaic Holdings
Arizona
$647K -$42K -1,026 -6%
4 5
6
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