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Evertec
EVTC

Overview Fund Activity

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
73
Reduced
98
Closed
44
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$222M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
EP
3
Edgestream Partners
New Jersey
$8.14M
4
American Century Companies
4
American Century Companies
Missouri
$145M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$46.7M
2
SM
2
Sunriver Management
Connecticut
$0
3
CGPCS
3
Capital Group Private Client Services
California
$1.26M
4
OFCM
4
One Fin Capital Management
California
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
126
Royce & Associates
New York
$648K -$301K -9,052 -32%
SCA
127
Snowden Capital Advisors
New York
$627K -$293K -8,825 -32%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$621K -$1.77M -53,089 -74%
ASRS
129
Arizona State Retirement System
Arizona
$609K +$18.7K +561 +3%
SW
130
Simplicity Wealth
New Jersey
$594K -$90.4K -2,718 -13%
BFG
131
Bleakley Financial Group
New Jersey
$594K -$90.4K -2,718 -13%
MML Investors Services
132
MML Investors Services
Massachusetts
$591K -$129K -3,880 -18%
LCM
133
Legato Capital Management
California
$586K – – –
TJHA
134
Thomas J. Herzfeld Advisors
Florida
$564K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$548K +$97.2K +2,924 +22%
TI
136
Trexquant Investment
Connecticut
$538K +$538K +16,178 New
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$519K -$57.5K -1,729 -10%
NA
138
NewEdge Advisors
Louisiana
$494K +$72.5K +2,179 +17%
TRCT
139
Tower Research Capital (TRC)
New York
$476K +$250K +7,507 +110%
UM
140
UniSuper Management
Australia
$471K – – –
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$461K -$2.59K -78 -0.6%
Truist Financial
142
Truist Financial
North Carolina
$444K -$127K -3,831 -22%
AI
143
Atria Investments
North Carolina
$439K +$439K +13,207 New
MAM
144
Martingale Asset Management
Massachusetts
$433K -$762K -22,929 -64%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$407K +$5.68K +171 +1%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$397K -$59.5K -1,788 -13%
KeyBank National Association
147
KeyBank National Association
Ohio
$386K +$59.9K +1,800 +18%
Connor, Clark & Lunn Investment Management (CC&L)
148
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$378K -$453K -13,638 -55%
CC
149
Centiva Capital
New York
$375K +$375K +11,292 New
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$372K – – –
4 5
6
7 8