EVTC icon

Evertec
EVTC

Overview Fund Activity

199 hedge funds and large institutions have $1.33B invested in Evertec in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-23
Holders Change %
-10.36%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
69
Reduced
86
Closed
38
Calls
$507K
Puts
$9K
Net Calls
+$498K
Net Calls Change
+$426K

Top Buyers

1
RC
Rivulet Capital
New Jersey
$102M
2
Boston Partners
Boston Partners
Massachusetts
$74.4M
3
RRAM
River Road Asset Management
Kentucky
$7.46M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$26.6M
5
LSV Asset Management
LSV Asset Management
Illinois
$5.5M

Top Sellers

1
CRCP
Copper Rock Capital Partners
Massachusetts
$0
2
Man Group
Man Group
United Kingdom
$17.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.02M
4
American Century Companies
American Century Companies
Missouri
$26.8M
5
APG Asset Management
APG Asset Management
Netherlands
$255K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K -$1.07K -47 -3%
Simplex Trading
177
Simplex Trading
Illinois
$40K +$40K +1,803 New
Osaic Holdings
178
Osaic Holdings
Arizona
$36K +$36K +1,541 New
US Bancorp
179
US Bancorp
Minnesota
$33K -$9.34K -406 -22%
Fidelity International
180
Fidelity International
Bermuda
$23K – – –
ASN
181
Advisory Services Network
Georgia
$22K -$5.57K -251 -20%
SWA
182
Sutton Wealth Advisors
Florida
$21.5K – – –
MAM
183
Meeder Asset Management
Ohio
$21K -$928 -40 -4%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$21K +$7.2K +317 +52%
GRP
185
Global Retirement Partners
California
$15K +$674 +29 +5%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$13K -$11.2K -500 -46%
AIM
187
Artemis Investment Management
United Kingdom
$10.9K -$493 -22,254 -4%
AssetMark Inc
188
AssetMark Inc
California
$10K -$442 -20 -4%
DWM
189
Darwin Wealth Management
Florida
$7K +$7K +350 New
PCM
190
Prelude Capital Management
New York
$2K -$16.6K -830 -89%
TWA
191
TCI Wealth Advisors
Arizona
$2K – – –
TFO
192
Tarbox Family Office
California
$2K +$2K +78 New
FGAM
193
Financial Gravity Asset Management
Texas
$1.01K -$183 -8 -15%
HGWM
194
Harvest Group Wealth Management
Massachusetts
$1K -$292 -14 -23%
HR
195
Howe & Rusling
New York
$1K +$91 +3 +10%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +25 New
CRCP
197
Copper Rock Capital Partners
Massachusetts
– -$17.2M -506,186 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$5.46M -160,400 Closed
MWNA
199
Marshall Wace North America
New York
– -$3.77M -110,641 Closed
Canada Pension Plan Investment Board
200
Canada Pension Plan Investment Board
Ontario, Canada
– -$3.56M -104,700 Closed
6 7
8
9 10