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Evertec
EVTC

Overview Fund Activity

260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
75
Reduced
113
Closed
31
Calls
$347K
Puts
$128K
Net Calls
+$219K
Net Calls Change
-$802K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$105M
2
Victory Capital Management
2
Victory Capital Management
Texas
$84.1M
3
Millennium Management
3
Millennium Management
New York
$14.2M
4
CP
4
CenterBook Partners
Connecticut
$8.37M
5
ZCM
5
Ziegler Capital Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
BlackRock
2
BlackRock
New York
$395M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$17.8M
4
RRAM
4
River Road Asset Management
Kentucky
$76.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$510K +$43K +1,077 +9%
NA
152
NewEdge Advisors
Louisiana
$506K -$102K -2,559 -17%
Federated Hermes
153
Federated Hermes
Pennsylvania
$505K – – –
CAN
154
Cetera Advisor Networks
California
$502K -$72.9K -1,826 -13%
PF
155
Phoenix Financial
Israel
$497K +$497K +12,500 New
Lazard Asset Management
156
Lazard Asset Management
New York
$497K -$310K -7,769 -38%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$482K +$77.7K +1,946 +19%
CCIA
158
Campbell & Co Investment Adviser
Maryland
$469K -$182K -4,566 -28%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$447K – – –
MOACM
160
Mutual of America Capital Management
New York
$444K -$15.2K -381 -3%
ET
161
Equitable Trust
Tennessee
$437K – – –
RAM
162
Resona Asset Management
Japan
$413K +$413K +10,358 New
PPWM
163
Paragon Private Wealth Management
Kentucky
$413K – – –
HSBC Holdings
164
HSBC Holdings
United Kingdom
$393K +$393K +9,842 New
KeyBank National Association
165
KeyBank National Association
Ohio
$391K +$171K +4,280 +78%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$385K +$6.98K +175 +2%
NB
167
Nicolet Bankshares
Wisconsin
$384K -$20.9K -525 -5%
NYLIM
168
New York Life Investment Management
New York
$371K -$37.5K -941 -9%
OAM
169
Oppenheimer Asset Management
New York
$366K -$50.1K -1,255 -12%
SGAM
170
Smith Group Asset Management
Texas
$353K – – –
Mariner
171
Mariner
Kansas
$319K +$14.1K +353 +5%
LPL Financial
172
LPL Financial
California
$301K +$39.5K +990 +15%
AA
173
AlphaMark Advisors
Kentucky
$297K +$39.7K +994 +15%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$296K – – –
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$293K – – –
5 6
7
8 9