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Evertec
EVTC

Overview Fund Activity

216 hedge funds and large institutions have $2.16B invested in Evertec in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-13
Holders Change %
-5.68%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
83
Reduced
80
Closed
38
Calls
–
Puts
$29K
Net Calls
-$29K
Net Calls Change
+$136K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$96.2M
2
Boston Partners
2
Boston Partners
Massachusetts
$166M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$129M
4
Capital International Investors
4
Capital International Investors
California
$52.9M
5
BlackRock
5
BlackRock
New York
$351M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$13.9M
2
RC
2
Rivulet Capital
New Jersey
$70.3M
3
AIM
3
Artemis Investment Management
United Kingdom
$10.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$58.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
176
Quantbot Technologies
New York
$170K +$160K +4,316 +1,686%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$169K -$1.97K -53 -1%
Osaic Holdings
178
Osaic Holdings
Arizona
$163K +$17.7K +479 +12%
Macquarie Group
179
Macquarie Group
Australia
$110K -$27.4K -733 -20%
US Bancorp
180
US Bancorp
Minnesota
$71K +$22.3K +599 +46%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$70K -$1.16M -30,943 -94%
Lazard Asset Management
182
Lazard Asset Management
New York
$51K +$8.14K +223 +19%
PAM
183
Panagora Asset Management
Massachusetts
$47K -$2.11M -56,586 -98%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$37K -$1.27K -34 -3%
GWSG
185
GPS Wealth Strategies Group
Colorado
$36K +$36K +993 New
SWA
186
Sutton Wealth Advisors
Florida
$35.3K – – –
Fidelity International
187
Fidelity International
Bermuda
$26K – – –
AS
188
Altshuler Shaham
Israel
$24K +$8.66K +229 +56%
EVM
189
Eaton Vance Management
Massachusetts
$21K +$21K +574 New
CWC
190
Carolinas Wealth Consulting
North Carolina
$10K – – –
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$10K +$5.62K +154 +128%
MAM
192
Meeder Asset Management
Ohio
$8K +$2.2K +56 +38%
AIC
193
Ameritas Investment Company
Nebraska
$6.03K +$6.03K +162 New
SFS
194
Sowell Financial Services
Arkansas
$6K +$6K +147 New
SC
195
Solstein Capital
California
$6K +$6K +158 New
IFAM
196
Institutional & Family Asset Management
Colorado
$5K -$2.59K -73 -34%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$5K +$5K +144 New
GEA
198
Glen Eagle Advisors
New Jersey
$4.28K -$2.98K -80 -41%
HI
199
Harbour Investments
Wisconsin
$4K +$4K +100 New
FPS
200
Fieldpoint Private Securities
Connecticut
$3K -$667 -20 -18%
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8
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