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Evertec
EVTC

Overview Fund Activity

245 hedge funds and large institutions have $2.25B invested in Evertec in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
81
Reduced
90
Closed
26
Calls
$259K
Puts
$152K
Net Calls
+$107K
Net Calls Change
-$286K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$329M
3
Ameriprise
Ameriprise
Minnesota
$19.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.6M
5
PCM
Palisade Capital Management
New Jersey
$11M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$9.68M
2
Victory Capital Management
Victory Capital Management
Texas
$69M
3
Citadel Advisors
Citadel Advisors
Florida
$1.22M
4
EP
Edgestream Partners
New Jersey
$0
5
FMI
F/M Investments
District of Columbia
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
126
Thomas J. Herzfeld Advisors
Florida
$585K – – –
FGP
127
Freestone Grove Partners
California
$565K +$565K +16,372 New
JA
128
JLB & Associates
Michigan
$558K -$111K -3,224 -17%
SGAM
129
Smith Group Asset Management
Texas
$533K +$152K +4,416 +40%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$517K -$3.45K -100 -0.7%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$514K +$69K +2,000 +16%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$480K -$238K -6,898 -33%
PFSRSONJ
133
Police & Firemen's Retirement System of New Jersey
New Jersey
$474K +$474K +13,725 New
KK
134
KLP Kapitalforvaltning
Norway
$473K +$473K +13,700 New
NA
135
NewEdge Advisors
Louisiana
$472K -$36.5K -1,058 -7%
COPPSERS
136
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$469K -$3.25K -94 -0.7%
NRD
137
Nebula Research & Development
New York
$464K -$665K -19,257 -59%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$413K +$48.7K +1,409 +13%
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$368K +$368K +10,667 New
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$368K +$23.8K +690 +7%
KeyBank National Association
141
KeyBank National Association
Ohio
$365K -$17.1K -494 -4%
CCIA
142
Campbell & Co Investment Adviser
Maryland
$354K -$12.2K -353 -3%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$350K -$831K -24,075 -70%
ET
144
Equitable Trust
Tennessee
$341K – – –
MOACM
145
Mutual of America Capital Management
New York
$333K +$483 +14 +0.1%
Verition Fund Management
146
Verition Fund Management
Connecticut
$332K +$332K +9,615 New
OAM
147
Oppenheimer Asset Management
New York
$332K -$19.2K -556 -5%
AI
148
Atria Investments
North Carolina
$330K -$51.7K -1,496 -14%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$324K -$4.73K -137 -1%
BIM
150
Bridges Investment Management
Nebraska
$290K – – –
4 5
6
7 8