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Evertec
EVTC

Overview Fund Activity

260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
75
Reduced
113
Closed
31
Calls
$347K
Puts
$128K
Net Calls
+$219K
Net Calls Change
-$802K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$105M
2
Victory Capital Management
2
Victory Capital Management
Texas
$84.1M
3
Millennium Management
3
Millennium Management
New York
$14.2M
4
CP
4
CenterBook Partners
Connecticut
$8.37M
5
ZCM
5
Ziegler Capital Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
BlackRock
2
BlackRock
New York
$395M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$17.8M
4
RRAM
4
River Road Asset Management
Kentucky
$76.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
Prospector Partners
Connecticut
$878K +$281K +7,050 +47%
Capstone Investment Advisors
127
Capstone Investment Advisors
New York
$868K +$868K +21,755 New
MML Investors Services
128
MML Investors Services
Massachusetts
$864K -$107K -2,670 -11%
MSRPS
129
Maryland State Retirement & Pension System
Maryland
$863K -$19.2K -517 -2%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$856K – – –
BFG
131
Bleakley Financial Group
New Jersey
$822K +$12.1K +302 +1%
SW
132
Simplicity Wealth
New Jersey
$822K +$822K +20,589 New
AB
133
Amalgamated Bank
New York
$802K -$335K -8,384 -29%
AWM
134
Avior Wealth Management
Nebraska
$761K -$319K -8,001 -30%
Amundi
135
Amundi
France
$751K +$81.6K +2,193 +12%
ASRS
136
Arizona State Retirement System
Arizona
$709K -$12.2K -305 -2%
LCM
137
Legato Capital Management
California
$703K – – –
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$692K -$75.6K -1,894 -10%
Truist Financial
139
Truist Financial
North Carolina
$685K -$2.03M -50,862 -75%
TJHA
140
Thomas J. Herzfeld Advisors
Florida
$677K – – –
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$654K -$290K -7,260 -31%
Two Sigma Investments
142
Two Sigma Investments
New York
$622K +$622K +15,600 New
ZIM
143
Zacks Investment Management
Illinois
$567K -$2.27K -57 -0.4%
UM
144
UniSuper Management
Australia
$565K +$565K +14,156 New
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$557K -$9.62K -241 -2%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$548K +$548K +13,740 New
RP
147
Riverwater Partners
Wisconsin
$546K +$5.55K +139 +1%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$540K -$79.4K -1,991 -13%
Two Sigma Advisers
149
Two Sigma Advisers
New York
$535K +$148K +3,700 +38%
ProShare Advisors
150
ProShare Advisors
Maryland
$525K +$35.2K +882 +7%
4 5
6
7 8