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Evertec
EVTC

Overview Fund Activity

225 hedge funds and large institutions have $2.54B invested in Evertec in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
72
Reduced
85
Closed
22
Calls
$563K
Puts
$210K
Net Calls
+$353K
Net Calls Change
+$382K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$110M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$176M
3
Macquarie Group
3
Macquarie Group
Australia
$21.2M
4
American Century Companies
4
American Century Companies
Missouri
$123M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.12M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$0
3
RC
3
Rivulet Capital
New Jersey
$66.8M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$5.09M
5
BlackRock
5
BlackRock
New York
$401M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Shell Asset Management
Netherlands
$419K +$419K +9,591 New
CGH
152
Crossmark Global Holdings
Texas
$416K +$6.98K +160 +2%
QT
153
Quantbot Technologies
New York
$411K +$212K +4,860 +106%
Marshall Wace
154
Marshall Wace
United Kingdom
$398K +$398K +9,116 New
Russell Investments Group
155
Russell Investments Group
United Kingdom
$397K -$401K -9,200 -50%
AA
156
ALPS Advisors
Colorado
$390K – – –
HSBC Holdings
157
HSBC Holdings
United Kingdom
$378K +$378K +8,711 New
WIC
158
Willis Investment Counsel
Georgia
$377K +$377K +8,640 New
MOACM
159
Mutual of America Capital Management
New York
$372K +$22.7K +519 +6%
PAM
160
Panagora Asset Management
Massachusetts
$363K +$308K +7,054 +559%
VIA
161
Vident Investment Advisory
Georgia
$361K -$120K -2,750 -25%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$351K +$52.2K +1,196 +17%
CS
163
Cannell & Spears
New York
$340K – – –
William Blair & Company
164
William Blair & Company
Illinois
$330K -$15.7K -359 -5%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$320K – – –
PP
166
Paloma Partners
Connecticut
$313K -$142K -3,252 -31%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$306K – – –
WG
168
Winton Group
United Kingdom
$290K +$290K +6,639 New
PA
169
Profund Advisors
Maryland
$286K +$8.73K +200 +3%
QSS
170
Quantitative Systematic Strategies
Florida
$258K -$478K -10,965 -65%
VFA
171
Voya Financial Advisors
Connecticut
$254K -$450K -10,408 -64%
MWNA
172
Marshall Wace North America
New York
$253K -$1.03M -23,765 -80%
FIM
173
Freedom Investment Management
Connecticut
$251K -$8.42K -193 -3%
Osaic Holdings
174
Osaic Holdings
Arizona
$250K +$57.6K +1,319 +30%
HWAM
175
Hennion & Walsh Asset Management
New Jersey
$239K +$239K +5,479 New
5 6
7
8 9