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Evertec
EVTC

Overview Fund Activity

248 hedge funds and large institutions have $2.13B invested in Evertec in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
101
Reduced
78
Closed
32
Calls
$1.32M
Puts
$402K
Net Calls
+$914K
Net Calls Change
+$240K

Top Buyers

1
SM
1
Sunriver Management
Connecticut
$22.5M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$43.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.8M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Capital International Investors
2
Capital International Investors
California
$104M
3
Man Group
3
Man Group
United Kingdom
$8.74M
4
American Century Companies
4
American Century Companies
Missouri
$137M
5
BlackRock
5
BlackRock
New York
$336M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
176
Cantor Fitzgerald
New York
$299K 8,854 -287 -3%
AIM
177
Aigen Investment Management
New York
$288K 8,542 +8,542 New
VIA
178
Vident Investment Advisory
Georgia
$262K 7,755 +204 +3%
FRM
179
Fox Run Management
Connecticut
$260K 7,700 +7,700 New
ZIM
180
Zacks Investment Management
Illinois
$256K 7,594 +7,594 New
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$248K 7,337 – –
WA
182
Wealth Alliance
New York
$246K 7,284 +7,284 New
BC
183
Bridgefront Capital
Texas
$235K 6,964 +6,964 New
SAM
184
Shell Asset Management
Netherlands
$235K 6,949 -24 -0.3%
VAS
185
Vestmark Advisory Solutions
Massachusetts
$231K 6,857 -188 -3%
PAMS
186
Pictet Asset Management (Switzerland)
Switzerland
$230K 6,813 – –
VRS
187
Virginia Retirement Systems
Virginia
$216K 6,400 -1,000 -14%
FIM
188
Freedom Investment Management
Connecticut
$216K 6,396 +6,396 New
SM
189
Sciencast Management
New Jersey
$212K 6,099 +6,099 New
ACM
190
Aquatic Capital Management
Illinois
$202K 6,000 -2,300 -28%
KBC Group
191
KBC Group
Belgium
$185K 5,484 +461 +9%
SIM
192
Sandia Investment Management
Massachusetts
$169K 5,000 – –
AIP
193
Ameritas Investment Partners
Nebraska
$166K 4,907 – –
AI
194
AXS Investments
New York
$149K 4,405 +4,405 New
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$114K 3,391 -406 -11%
SOW
196
State of Wyoming
Wyoming
$113K 3,362 -3,392 -50%
GC
197
Globeflex Capital
California
$106K 3,132 – –
CMF
198
Counterpoint Mutual Funds
California
$101K 2,998 -920 -23%
TAIM
199
TD Ameritrade Investment Management
Nebraska
$80K 2,366 -594 -20%
PCM
200
Penserra Capital Management
California
$76K 2,265 +275 +14%
6 7
8
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