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Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
BCM
3
Bares Capital Management
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$358K -$831K -24,523 -70%
VI
152
Vestcor Inc
New Brunswick, Canada
$357K – – –
OQS
153
Occudo Quantitative Strategies
Florida
$353K -$6.24K -184 -2%
OAM
154
Oppenheimer Asset Management
New York
$344K +$3.93K +116 +1%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$337K -$67.7K -1,997 -17%
ET
156
Equitable Trust
Tennessee
$335K -$36.2K -1,067 -10%
FC
157
FORA Capital
Florida
$333K +$333K +9,812 New
MOACM
158
Mutual of America Capital Management
New York
$326K -$32.7K -964 -9%
Mariner
159
Mariner
Kansas
$325K +$32K +944 +11%
RA
160
Royce & Associates
New York
$325K -$335K -9,890 -51%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$324K +$10.2K +299 +3%
PPWM
162
Paragon Private Wealth Management
Kentucky
$316K -$21.6K -638 -6%
William Blair & Company
163
William Blair & Company
Illinois
$287K -$795K -23,453 -73%
BIM
164
Bridges Investment Management
Nebraska
$285K – – –
LPL Financial
165
LPL Financial
California
$285K +$42.3K +1,247 +17%
TI
166
Trexquant Investment
Connecticut
$270K -$279K -8,223 -51%
Truist Financial
167
Truist Financial
North Carolina
$265K -$187K -5,507 -41%
SPA
168
Sherbrooke Park Advisers
New York
$263K +$263K +7,772 New
BBVA
169
Banco Bilbao Vizcaya Argentaria
Spain
$255K -$112K -3,293 -30%
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$252K – – –
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$249K – – –
TC
172
TwinBeech Capital
New York
$247K +$247K +7,275 New
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$243K -$18.1K -533 -7%
IFWM
174
Institute for Wealth Management
Colorado
$223K +$223K +6,576 New
AIP
175
Ameritas Investment Partners
Nebraska
$214K – – –
5 6
7
8 9