EVTC icon

Evertec
EVTC

Overview Fund Activity

200 hedge funds and large institutions have $2.01B invested in Evertec in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
39
Increased
51
Reduced
88
Closed
28
Calls
$1.66M
Puts
$874K
Net Calls
+$782K
Net Calls Change
+$1.06M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$51.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$23.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$15.2M
4
PCM
Pentwater Capital Management
Florida
$12.9M
5
Capital International Investors
Capital International Investors
California
$36M

Top Sellers

1
RC
Rivulet Capital
New Jersey
$124M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
3
Bessemer Group
Bessemer Group
New Jersey
$2.04M
4
Vanguard Group
Vanguard Group
Pennsylvania
$242M
5
BlackRock
BlackRock
New York
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$45K -$4.41K -128 -9%
PI
177
PEAK6 Investments
Illinois
$44K -$79.8K -2,299 -64%
ASN
178
Advisory Services Network
Georgia
$37K +$37K +1,088 New
SWA
179
Sutton Wealth Advisors
Florida
$32.9K – – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$32K -$3.49K -99 -10%
GRP
181
Global Retirement Partners
California
$25K -$5.74K -167 -19%
Fidelity International
182
Fidelity International
Bermuda
$24K -$10.3K -300 -30%
Millennium Management
183
Millennium Management
New York
$22.4K +$18.7K +539,401 +506%
Lazard Asset Management
184
Lazard Asset Management
New York
$9K – – –
AS
185
Altshuler Shaham
Israel
$6K -$486 -15 -8%
CWC
186
Carolinas Wealth Consulting
North Carolina
$6K +$6K +184 New
GT
187
Glenmede Trust
Pennsylvania
$5K +$912 +29 +22%
GWS
188
Glassman Wealth Services
Virginia
$5K +$5K +144 New
ACM
189
AUA Capital Management
Pennsylvania
$5K +$5K +147 New
MAM
190
Meeder Asset Management
Ohio
$4K – – –
TFO
191
Tarbox Family Office
California
$3K – – –
HGWM
192
Harvest Group Wealth Management
Massachusetts
$2K – – –
HR
193
Howe & Rusling
New York
$2K +$302 +8 +18%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +70 New
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$1K -$349K -6,984 -100%
QCG
196
Quadrant Capital Group
Ohio
$1K +$304 +7 +44%
BCA
197
Berman Capital Advisors
Georgia
$1K +$216 +11 +28%
BWA
198
BDO Wealth Advisors
Florida
$1K +$1K +24 New
Robeco Institutional Asset Management
199
Robeco Institutional Asset Management
Netherlands
– -$18.3M -650,000 Closed
HIM
200
Hillsdale Investment Management
Ontario, Canada
– -$2.45M -87,300 Closed
6 7
8
9 10