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Evertec
EVTC

Overview Fund Activity

250 hedge funds and large institutions have $2.03B invested in Evertec in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
108
Reduced
69
Closed
25
Calls
$1.49M
Puts
$567K
Net Calls
+$922K
Net Calls Change
+$1.1M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$56.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$40.1M
3
BlackRock
BlackRock
New York
$316M
4
OFCM
One Fin Capital Management
California
$10.3M
5
Man Group
Man Group
United Kingdom
$10.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$67.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$35M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$150M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$14.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
151
Paragon Private Wealth Management
Kentucky
$388K -$52.1K -1,519 -12%
AssetMark Inc
152
AssetMark Inc
California
$367K +$79.2K +2,523 +28%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$351K – – –
Amundi
154
Amundi
France
$340K +$340K +10,308 New
ECM
155
Everence Capital Management
Indiana
$339K – – –
NB
156
Nicolet Bankshares
Wisconsin
$338K +$2.98K +95 +0.9%
OAM
157
Oppenheimer Asset Management
New York
$337K -$9.04K -288 -3%
William Blair & Company
158
William Blair & Company
Illinois
$336K +$108K +3,442 +47%
Osaic Holdings
159
Osaic Holdings
Arizona
$330K -$3.91K -125 -1%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$320K +$35.9K +1,146 +13%
VF
161
Virtu Financial
New York
$310K +$310K +9,896 New
FL
162
Fort LP
Maryland
$305K -$165K -5,241 -35%
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$304K +$6.94K +222 +2%
GC
164
Guggenheim Capital
Illinois
$302K -$66.4K -2,119 -18%
BC
165
Bridgefront Capital
Texas
$296K +$296K +9,447 New
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$294K +$294K +9,392 New
CCIA
167
Campbell & Co Investment Adviser
Maryland
$286K +$286K +9,111 New
CF
168
Cantor Fitzgerald
New York
$285K -$2.01K -64 -0.7%
YIH
169
Y-Intercept (HK)
Hong Kong
$277K +$277K +8,836 New
VIA
170
Vident Investment Advisory
Georgia
$277K -$30.3K -971 -10%
PRC
171
Pearl River Capital
Michigan
$275K +$31.7K +1,011 +13%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$274K +$43.2K +1,378 +19%
ProShare Advisors
173
ProShare Advisors
Maryland
$273K +$7.5K +239 +3%
SAM
174
Shell Asset Management
Netherlands
$263K -$69.1K -2,205 -21%
MPM
175
Meritage Portfolio Management
Kansas
$263K +$21.3K +681 +9%
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