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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
80
Reduced
99
Closed
16
Calls
$952K
Puts
$4K
Net Calls
+$948K
Net Calls Change
+$771K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$33.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$54M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
4
RI
Redwood Investments
Massachusetts
$15.5M
5
ZCM
Ziegler Capital Management
Illinois
$5.75M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$9.67M
2
BlackRock
BlackRock
New York
$360M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$152M
4
Man Group
Man Group
United Kingdom
$8.9M
5
SM
Sunriver Management
Connecticut
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
151
Thomas J. Herzfeld Advisors
Florida
$630K – – –
Osaic Holdings
152
Osaic Holdings
Arizona
$626K +$222K +5,961 +55%
Amundi
153
Amundi
France
$619K – – –
ECM
154
ExodusPoint Capital Management
New York
$596K +$596K +16,040 New
CAN
155
Cetera Advisor Networks
California
$576K +$156K +4,201 +37%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$568K -$139K -3,744 -20%
PP
157
Prospector Partners
Connecticut
$556K – – –
William Blair & Company
158
William Blair & Company
Illinois
$554K +$59.5K +1,600 +12%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$546K +$12.3K +332 +2%
ZIM
160
Zacks Investment Management
Illinois
$531K +$249K +6,685 +88%
MPM
161
Meritage Portfolio Management
Kansas
$502K +$25.7K +691 +5%
RP
162
Riverwater Partners
Wisconsin
$500K +$500K +13,454 New
CCIA
163
Campbell & Co Investment Adviser
Maryland
$494K +$173K +4,658 +54%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$491K +$82.2K +2,210 +20%
PVH
165
Psagot Value Holdings
Israel
$466K – – –
VRS
166
Virginia Retirement Systems
Virginia
$461K +$461K +12,400 New
SO
167
STRS Ohio
Ohio
$431K +$431K +11,600 New
MOACM
168
Mutual of America Capital Management
New York
$421K -$51.4K -1,383 -11%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$416K – – –
Jane Street
170
Jane Street
New York
$406K -$20.5K -551 -5%
NYLIM
171
New York Life Investment Management
New York
$392K -$62.4K -1,678 -14%
PPWM
172
Paragon Private Wealth Management
Kentucky
$391K -$11.5K -310 -3%
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$389K +$7.14K +196 +2%
AI
174
AdvisorShares Investments
Maryland
$386K +$386K +10,381 New
NB
175
Nicolet Bankshares
Wisconsin
$385K -$7.44K -200 -2%
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7
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