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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
80
Reduced
99
Closed
16
Calls
$952K
Puts
$4K
Net Calls
+$948K
Net Calls Change
+$771K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$33.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$54M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
4
RI
Redwood Investments
Massachusetts
$15.5M
5
ZCM
Ziegler Capital Management
Illinois
$5.75M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$9.67M
2
BlackRock
BlackRock
New York
$360M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$152M
4
Man Group
Man Group
United Kingdom
$8.9M
5
SM
Sunriver Management
Connecticut
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
176
Oppenheimer Asset Management
New York
$381K -$818 -22 -0.2%
ET
177
Equitable Trust
Tennessee
$380K +$30.6K +824 +9%
TCM
178
Teza Capital Management
Illinois
$374K -$143K -3,846 -28%
ProShare Advisors
179
ProShare Advisors
Maryland
$369K -$10.4K -279 -3%
PRC
180
Pearl River Capital
Michigan
$359K +$44.9K +1,208 +14%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$351K +$351K +9,428 New
MM
182
MQS Management
New York
$335K +$335K +8,999 New
CF
183
Cantor Fitzgerald
New York
$329K – – –
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$306K +$306K +8,232 New
Lido Advisors
185
Lido Advisors
California
$282K +$282K +7,576 New
SWS
186
SYSTM Wealth Solutions
Illinois
$280K -$22.2K -597 -7%
Mariner
187
Mariner
Kansas
$277K +$277K +7,460 New
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$273K – – –
WA
189
Wealth Alliance
New York
$267K -$5.87K -158 -2%
Connor, Clark & Lunn Investment Management (CC&L)
190
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$255K +$255K +6,857 New
AA
191
AlphaMark Advisors
Kentucky
$251K +$251K +6,760 New
LPL Financial
192
LPL Financial
California
$249K +$249K +6,689 New
JF
193
Jump Financial
Illinois
$244K +$244K +6,575 New
AIP
194
Ameritas Investment Partners
Nebraska
$242K +$40.8K +1,097 +20%
BPA
195
Beacon Pointe Advisors
California
$234K +$234K +6,299 New
HWAM
196
Hennion & Walsh Asset Management
New Jersey
$223K +$223K +5,991 New
FTDI
197
First Trust Direct Indexing
Massachusetts
$215K +$215K +5,790 New
SOW
198
State of Wyoming
Wyoming
$214K +$6.02K +162 +3%
SM
199
Sciencast Management
New Jersey
$208K +$208K +5,600 New
CGH
200
Crossmark Global Holdings
Texas
$204K -$981 -26 -0.5%
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