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Evertec
EVTC

Overview Fund Activity

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
73
Reduced
98
Closed
44
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$222M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
EP
3
Edgestream Partners
New Jersey
$8.14M
4
American Century Companies
4
American Century Companies
Missouri
$145M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$46.7M
2
SM
2
Sunriver Management
Connecticut
$0
3
CGPCS
3
Capital Group Private Client Services
California
$1.26M
4
OFCM
4
One Fin Capital Management
California
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
151
Equitable Trust
Tennessee
$364K – – –
BBVA
152
Banco Bilbao Vizcaya Argentaria
Spain
$360K -$1.33M -39,967 -79%
OQS
153
Occudo Quantitative Strategies
Florida
$352K +$352K +10,600 New
MOACM
154
Mutual of America Capital Management
New York
$352K -$18.2K -548 -5%
VI
155
Vestcor Inc
New Brunswick, Canada
$351K +$351K +10,545 New
XT
156
XTX Topco
Cayman Islands
$338K +$338K +10,172 New
ProShare Advisors
157
ProShare Advisors
Maryland
$334K -$104K -3,118 -24%
OAM
158
Oppenheimer Asset Management
New York
$334K +$28.6K +860 +9%
PPWM
159
Paragon Private Wealth Management
Kentucky
$331K -$12.4K -373 -4%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$320K -$798 -24 -0.2%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$308K -$21K -627 -6%
NB
162
Nicolet Bankshares
Wisconsin
$308K -$12.8K -385 -4%
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$305K +$305K +9,171 New
SGAM
164
Smith Group Asset Management
Texas
$296K +$1.7K +51 +0.6%
Mariner
165
Mariner
Kansas
$288K +$21.8K +656 +8%
BIM
166
Bridges Investment Management
Nebraska
$280K +$280K +8,407 New
HF
167
HRT Financial
New York
$269K +$92.2K +2,780 +52%
Verition Fund Management
168
Verition Fund Management
Connecticut
$269K +$269K +8,088 New
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$257K -$169K -5,068 -40%
BC
170
Bridgefront Capital
Texas
$253K +$253K +7,621 New
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$247K – – –
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$244K – – –
LPL Financial
173
LPL Financial
California
$238K -$12.8K -386 -5%
AG
174
Algert Global
California
$219K +$219K +6,591 New
AIP
175
Ameritas Investment Partners
Nebraska
$210K -$15K -451 -7%
5 6
7
8 9