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Evertec
EVTC

Overview Fund Activity

231 hedge funds and large institutions have $2.69B invested in Evertec in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
29
Increased
76
Reduced
92
Closed
21
Calls
$97K
Puts
$215K
Net Calls
-$118K
Net Calls Change
-$471K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$146M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$42.8M
3
BCM
3
Bares Capital Management
Texas
$13.2M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.25M
5
Boston Partners
5
Boston Partners
Massachusetts
$210M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$37.6M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$15.8M
3
BlackRock
3
BlackRock
New York
$409M
4
RA
4
Royce & Associates
New York
$16.9M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Profund Advisors
Maryland
$265K -$34K -745 -11%
FIM
177
Freedom Investment Management
Connecticut
$260K -$3.25K -71 -1%
JA
178
JLB & Associates
Michigan
$260K +$260K +5,702 New
WA
179
Wealth Alliance
New York
$254K +$6.45K +141 +3%
William Blair & Company
180
William Blair & Company
Illinois
$247K -$98.1K -2,147 -28%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$242K -$174K -3,816 -42%
Mackenzie Financial
182
Mackenzie Financial
Ontario, Canada
$240K +$240K +5,239 New
HWAM
183
Hennion & Walsh Asset Management
New Jersey
$218K -$32.8K -716 -13%
Lido Advisors
184
Lido Advisors
California
$218K +$218K +4,770 New
QT
185
Quantbot Technologies
New York
$217K -$214K -4,679 -50%
AIP
186
Ameritas Investment Partners
Nebraska
$217K – – –
LPL Financial
187
LPL Financial
California
$206K +$206K +4,504 New
GC
188
Globeflex Capital
California
$143K -$1.35M -29,547 -90%
TIS
189
Tortoise Index Solutions
Kansas
$109K -$11.2K -246 -9%
HIA
190
Harbor Investment Advisory
Maryland
$105K +$105K +2,288 New
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$81K +$80.1K +1,744 +8,720%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$75K -$1.55K -34 -2%
SOW
193
State of Wyoming
Wyoming
$75K +$26.8K +584 +56%
US Bancorp
194
US Bancorp
Minnesota
$74K -$869 -19 -1%
Lazard Asset Management
195
Lazard Asset Management
New York
$69K +$5.21K +114 +8%
GWSG
196
GPS Wealth Strategies Group
Colorado
$60K -$3.09K -67 -5%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$45K +$545 +12 +1%
SWA
198
Sutton Wealth Advisors
Florida
$43.3K – – –
AS
199
Altshuler Shaham
Israel
$37K -$4.63K -101 -11%
DFCM
200
Dark Forest Capital Management
Puerto Rico
$37K +$31.6K +684 +590%
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