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Evertec
EVTC

Overview Fund Activity

236 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
91
Reduced
88
Closed
32
Calls
$184K
Puts
$7K
Net Calls
+$177K
Net Calls Change
-$737K

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$11.1M
2
Man Group
Man Group
United Kingdom
$9.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.7M
4
RI
Redwood Investments
Massachusetts
$9.08M
5
RRAM
River Road Asset Management
Kentucky
$82.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$273M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$161M
3
Renaissance Technologies
Renaissance Technologies
New York
$34.4M
4
Millennium Management
Millennium Management
New York
$2.84M
5
Ameriprise
Ameriprise
Minnesota
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
151
Meritage Portfolio Management
Kansas
$472K +$141K +3,817 +42%
MOACM
152
Mutual of America Capital Management
New York
$468K -$26.4K -716 -5%
PVH
153
Psagot Value Holdings
Israel
$459K – – –
GCM
154
Graham Capital Management
Connecticut
$455K -$870K -23,626 -66%
NYLIM
155
New York Life Investment Management
New York
$450K -$74.2K -2,014 -14%
Jane Street
156
Jane Street
New York
$423K -$1.08M -29,392 -72%
CAN
157
Cetera Advisor Networks
California
$416K +$7.55K +205 +2%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$412K – – –
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$405K +$63.8K +1,733 +19%
Osaic Holdings
160
Osaic Holdings
Arizona
$401K +$7.08K +192 +2%
PPWM
161
Paragon Private Wealth Management
Kentucky
$399K -$37 -1 -0%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$396K +$46.9K +1,244 +13%
NB
163
Nicolet Bankshares
Wisconsin
$389K -$921 -25 -0.2%
Franklin Resources
164
Franklin Resources
California
$382K +$382K +10,360 New
OAM
165
Oppenheimer Asset Management
New York
$378K +$2.1K +57 +0.6%
ProShare Advisors
166
ProShare Advisors
Maryland
$376K +$45.4K +1,234 +14%
ECM
167
Everence Capital Management
Indiana
$373K – – –
OCBCO
168
Oversea-Chinese Banking Corp (OCBC)
Singapore
$367K +$367K +9,974 New
ET
169
Equitable Trust
Tennessee
$346K – – –
TRCT
170
Tower Research Capital (TRC)
New York
$343K +$302K +8,188 +723%
CF
171
Cantor Fitzgerald
New York
$326K – – –
CCIA
172
Campbell & Co Investment Adviser
Maryland
$318K +$318K +8,624 New
PRC
173
Pearl River Capital
Michigan
$311K -$41.4K -1,124 -12%
Squarepoint
174
Squarepoint
New York
$311K +$311K +8,438 New
PAMS
175
Pictet Asset Management (Switzerland)
Switzerland
$303K +$52.3K +1,419 +21%
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