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Evertec
EVTC

Overview Fund Activity

229 hedge funds and large institutions have $2.27B invested in Evertec in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
4.06%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
69
Reduced
82
Closed
21
Calls
$597K
Puts
$762K
Net Calls
-$165K
Net Calls Change
-$947K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$121M
2
Morgan Stanley
Morgan Stanley
New York
$20.3M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$13.5M
4
BlackRock
BlackRock
New York
$357M
5
SRFM
Shannon River Fund Management
New York
$9.31M

Top Sellers

1
RC
Rivulet Capital
New Jersey
$101M
2
Millennium Management
Millennium Management
New York
$7.64M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$392K
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
PCM
Pentwater Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
176
Cannell & Spears
New York
$260K -$10K -254 -4%
NA
177
Navellier & Associates
Nevada
$236K -$26.9K -685 -10%
Victory Capital Management
178
Victory Capital Management
Texas
$223K -$9.85K -250 -4%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$220K +$220K +5,599 New
VIA
180
Vident Investment Advisory
Georgia
$210K +$210K +5,352 New
WG
181
Winton Group
United Kingdom
$207K +$207K +5,261 New
WA
182
Wealth Alliance
New York
$207K +$207K +5,264 New
JIR
183
James Investment Research
Ohio
$204K -$220K -5,600 -52%
William Blair & Company
184
William Blair & Company
Illinois
$201K +$201K +5,122 New
AIP
185
Ameritas Investment Partners
Nebraska
$198K -$11.2K -286 -5%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$181K +$9.15K +232 +5%
SG Americas Securities
187
SG Americas Securities
New York
$176K +$176K +4,487 New
Osaic Holdings
188
Osaic Holdings
Arizona
$154K +$88.1K +2,244 +134%
Macquarie Group
189
Macquarie Group
Australia
$145K – – –
FC
190
FORA Capital
Florida
$101K +$20K +509 +25%
FTDI
191
First Trust Direct Indexing
Massachusetts
$79K +$79K +2,004 New
Bessemer Group
192
Bessemer Group
New Jersey
$78K -$2.22M -56,770 -97%
TIS
193
Tortoise Index Solutions
Kansas
$71K +$1.14K +29 +2%
FFG
194
Fortem Financial Group
California
$66K +$66K +1,685 New
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$65K +$7.88K +200 +14%
US Bancorp
196
US Bancorp
Minnesota
$51K – – –
ASN
197
Advisory Services Network
Georgia
$49K +$6.11K +155 +14%
Lazard Asset Management
198
Lazard Asset Management
New York
$46K +$35.8K +914 +352%
PWPS
199
Pinnacle Wealth Planning Services
Ohio
$45K +$45K +1,137 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$41K +$4.71K +118 +13%
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8
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