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Evertec
EVTC

Overview Fund Activity

264 hedge funds and large institutions have $2.7B invested in Evertec in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
31
Increased
79
Reduced
108
Closed
16
Calls
$1.03M
Puts
$8K
Net Calls
+$1.02M
Net Calls Change
+$73K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.9M
3
Invesco
3
Invesco
Georgia
$31.7M
4
BlackRock
4
BlackRock
New York
$416M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.1M

Top Sellers

1
RI
1
Redwood Investments
Massachusetts
$4.63M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$159M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$24.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$32.5M
5
RRAM
5
River Road Asset Management
Kentucky
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
176
Nicolet Bankshares
Wisconsin
$416K -$8.19K -200 -2%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$415K -$552K -13,465 -57%
Two Sigma Advisers
178
Two Sigma Advisers
New York
$397K -$995K -24,300 -71%
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$388K +$1.84K +45 +0.5%
Millennium Management
180
Millennium Management
New York
$375K -$2.64M -64,599 -88%
NRD
181
Nebula Research & Development
New York
$373K +$373K +9,104 New
SGAM
182
Smith Group Asset Management
Texas
$362K +$362K +8,847 New
ECM
183
ExodusPoint Capital Management
New York
$321K -$335K -8,194 -51%
ACM
184
Aquatic Capital Management
Illinois
$315K +$307K +7,500 +3,750%
Mariner
185
Mariner
Kansas
$313K +$7.7K +188 +3%
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$304K -$33.2K -810 -10%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$300K – – –
WA
188
Wealth Alliance
New York
$285K -$9.33K -228 -3%
AIP
189
Ameritas Investment Partners
Nebraska
$277K +$11.1K +272 +4%
LPL Financial
190
LPL Financial
California
$268K -$5.94K -145 -2%
AA
191
AlphaMark Advisors
Kentucky
$264K -$12.9K -316 -5%
FTDI
192
First Trust Direct Indexing
Massachusetts
$262K +$25.3K +617 +11%
HWAM
193
Hennion & Walsh Asset Management
New Jersey
$246K +$901 +22 +0.4%
SWS
194
SYSTM Wealth Solutions
Illinois
$242K -$66.1K -1,615 -21%
BCM
195
Bayesian Capital Management
New York
$235K +$235K +5,751 New
AA
196
AlphaQ Advisors
Florida
$231K +$231K +5,651 New
KeyBank National Association
197
KeyBank National Association
Ohio
$226K +$226K +5,520 New
CGH
198
Crossmark Global Holdings
Texas
$215K -$6.1K -149 -3%
FIM
199
Freedom Investment Management
Connecticut
$212K -$898K -21,922 -81%
IEFM
200
IQ EQ Fund Management
Ireland
$205K +$205K +5,010 New
6 7
8
9 10