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Evertec
EVTC

Overview Fund Activity

225 hedge funds and large institutions have $2.54B invested in Evertec in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
72
Reduced
85
Closed
22
Calls
$563K
Puts
$210K
Net Calls
+$353K
Net Calls Change
+$382K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$110M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$176M
3
Macquarie Group
3
Macquarie Group
Australia
$21.2M
4
American Century Companies
4
American Century Companies
Missouri
$123M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.12M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$0
3
RC
3
Rivulet Capital
New Jersey
$66.8M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$5.09M
5
BlackRock
5
BlackRock
New York
$401M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
Wealth Alliance
New York
$236K -$7.93K -182 -3%
GC
177
Guggenheim Capital
Illinois
$227K -$15.6K -358 -6%
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$226K +$226K +5,170 New
Verition Fund Management
179
Verition Fund Management
Connecticut
$224K +$224K +5,139 New
CANY
180
Caxton Associates (New York)
New York
$219K +$219K +5,017 New
JG
181
Jefferies Group
New York
$218K +$218K +5,000 New
BSG
182
Black Swift Group
Colorado
$218K +$218K +5,000 New
AIP
183
Ameritas Investment Partners
Nebraska
$207K -$12.8K -293 -6%
EVM
184
Eaton Vance Management
Massachusetts
$197K +$172K +3,928 +684%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$196K -$1.7K -39 -0.9%
TIS
186
Tortoise Index Solutions
Kansas
$115K +$115K +2,634 New
PMAS
187
PNC Managed Account Solutions
Texas
$110K +$110K +2,512 New
FC
188
FORA Capital
Florida
$79K +$79K +1,819 New
Fidelity Investments
189
Fidelity Investments
Massachusetts
$73K -$8.4K -193 -10%
US Bancorp
190
US Bancorp
Minnesota
$71K -$11.7K -269 -14%
Lazard Asset Management
191
Lazard Asset Management
New York
$60K – – –
GWSG
192
GPS Wealth Strategies Group
Colorado
$60K +$16.5K +377 +38%
ASN
193
Advisory Services Network
Georgia
$56K +$56K +1,271 New
SOW
194
State of Wyoming
Wyoming
$46K +$46K +1,051 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$43K -$660 -15 -2%
SWA
196
Sutton Wealth Advisors
Florida
$41.4K – – –
AS
197
Altshuler Shaham
Israel
$40K +$12K +273 +43%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$15K +$2.95K +67 +24%
CWC
199
Carolinas Wealth Consulting
North Carolina
$12K – – –
MAM
200
Meeder Asset Management
Ohio
$7K -$2.46K -53 -26%
6 7
8
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