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Evertec

236 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
91
Reduced
88
Closed
32
Calls
$184K
Puts
$7K
Net Calls
+$177K
Net Calls Change
-$737K
Name Holding Trade Value Shares
Change
Shares
Change %
SWS
176
SYSTM Wealth Solutions
Illinois
$299K -$202K -5,482 -40%
ZIM
177
Zacks Investment Management
Illinois
$280K
WA
178
Wealth Alliance
New York
$270K +$1.99K +54 +0.7%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$270K
CANY
180
Caxton Associates (New York)
New York
$266K +$266K +7,211 New
Lazard Asset Management
181
Lazard Asset Management
New York
$242K +$241K +6,556 +18,211%
FIM
182
Freedom Investment Management
Connecticut
$240K +$4.9K +133 +2%
VAS
183
Vestmark Advisory Solutions
Massachusetts
$240K -$12.8K -348 -5%
VIA
184
Vident Investment Advisory
Georgia
$217K -$68.9K -1,871 -24%
CGH
185
Crossmark Global Holdings
Texas
$214K +$214K +5,430 New
IEFM
186
IQ EQ Fund Management
Ireland
$208K +$208K +5,641 New
SOW
187
State of Wyoming
Wyoming
$206K +$82.6K +2,242 +67%
AIP
188
Ameritas Investment Partners
Nebraska
$199K +$18.2K +493 +10%
SAM
189
Shell Asset Management
Netherlands
$197K -$58.7K -1,595 -23%
QT
190
Quantbot Technologies
New York
$195K +$195K +5,303 New
KBC Group
191
KBC Group
Belgium
$183K -$18.9K -513 -9%
ACM
192
Aquatic Capital Management
Illinois
$136K -$84.5K -2,300 -38%
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$132K +$6.81K +185 +5%
GC
194
Globeflex Capital
California
$115K
TAIM
195
TD Ameritrade Investment Management
Nebraska
$82K -$5.31K -144 -6%
US Bancorp
196
US Bancorp
Minnesota
$71.9K
SIA
197
Sit Investment Associates
Minnesota
$66K
PCM
198
Penserra Capital Management
California
$64K -$18.6K -509 -22%
C
199
Covestor
United Kingdom
$58K +$6.32K +174 +12%
HIA
200
Harbor Investment Advisory
Maryland
$54K