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Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
BCM
3
Bares Capital Management
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
126
JLB & Associates
Michigan
$657K -$585K -17,264 -47%
AB
127
Amalgamated Bank
New York
$640K -$27.9K -824 -4%
SCA
128
Snowden Capital Advisors
New York
$636K -$3.42K -101 -0.5%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$633K – – –
EC
130
EntryPoint Capital
New York
$629K +$629K +18,548 New
ASRS
131
Arizona State Retirement System
Arizona
$629K +$7.56K +223 +1%
IIM
132
INTECH Investment Management
Florida
$617K +$617K +18,210 New
LCM
133
Legato Capital Management
California
$597K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$580K +$95.5K +2,817 +20%
TJHA
135
Thomas J. Herzfeld Advisors
Florida
$575K – – –
First Trust Advisors
136
First Trust Advisors
Illinois
$573K -$730K -21,530 -56%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$558K – – –
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$510K -$18.5K -547 -4%
NA
139
NewEdge Advisors
Louisiana
$499K -$4.1K -121 -0.8%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$463K -$6.91K -204 -1%
ProShare Advisors
141
ProShare Advisors
Maryland
$456K +$115K +3,399 +34%
MAM
142
Martingale Asset Management
Massachusetts
$442K – – –
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$437K +$57.6K +1,700 +15%
ECM
144
EMC Capital Management
Texas
$432K +$132K +2,698 +44%
XT
145
XTX Topco
Cayman Islands
$390K +$45.5K +1,343 +13%
AI
146
Atria Investments
North Carolina
$375K -$72.8K -2,147 -16%
KeyBank National Association
147
KeyBank National Association
Ohio
$375K -$18.3K -541 -5%
SGAM
148
Smith Group Asset Management
Texas
$373K +$71.6K +2,114 +24%
ECM
149
Everence Capital Management
Indiana
$366K – – –
CCIA
150
Campbell & Co Investment Adviser
Maryland
$359K -$447K -13,202 -55%
4 5
6
7 8