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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.98B invested in Evertec in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+22
Holders Change %
+9.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
94
Reduced
79
Closed
23
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$133K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$228M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
American Century Companies
3
American Century Companies
Missouri
$168M
4
Capital International Investors
4
Capital International Investors
California
$173M
5
BlackRock
5
BlackRock
New York
$460M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$8.32M
2
Boston Partners
2
Boston Partners
Massachusetts
$200M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.52M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
SRFM
5
Shannon River Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
176
Voya Financial Advisors
Connecticut
$315K +$3.26K +65 +1%
CGH
177
Crossmark Global Holdings
Texas
$307K -$169K -3,380 -36%
FRM
178
Fox Run Management
Connecticut
$301K +$301K +6,021 New
PA
179
Profund Advisors
Maryland
$296K +$5.6K +112 +2%
FIM
180
Freedom Investment Management
Connecticut
$290K +$6.15K +123 +2%
WA
181
Wealth Alliance
New York
$274K -$3.6K -72 -1%
MFGM
182
Marshall Financial Group (Maryland)
Maryland
$267K +$267K +5,340 New
Russell Investments Group
183
Russell Investments Group
United Kingdom
$264K – – –
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
$262K +$262K +5,239 New
TAIM
185
TD Ameritrade Investment Management
Nebraska
$260K +$260K +5,211 New
LPL Financial
186
LPL Financial
California
$254K +$29.2K +584 +13%
JC
187
JB Capital
Connecticut
$248K +$248K +4,965 New
Verition Fund Management
188
Verition Fund Management
Connecticut
$245K +$245K +4,895 New
HWAM
189
Hennion & Walsh Asset Management
New Jersey
$238K -$100 -2 -0%
AIP
190
Ameritas Investment Partners
Nebraska
$237K – – –
CS
191
Cannell & Spears
New York
$214K -$175K -3,499 -45%
CBFP
192
Cedar Brook Financial Partners
Ohio
$209K +$209K +4,174 New
FPS
193
Fieldpoint Private Securities
Connecticut
$189K +$185K +3,698 +4,109%
GC
194
Globeflex Capital
California
$157K – – –
ACM
195
Aquatic Capital Management
Illinois
$155K +$155K +3,100 New
SOW
196
State of Wyoming
Wyoming
$137K +$55.3K +1,105 +68%
AssetMark Inc
197
AssetMark Inc
California
$131K +$131K +2,614 New
TIS
198
Tortoise Index Solutions
Kansas
$119K +$50 +1 +0%
EVM
199
Eaton Vance Management
Massachusetts
$96K +$17.9K +359 +23%
HIA
200
Harbor Investment Advisory
Maryland
$92K -$22.1K -443 -19%
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8
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