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Evertec
EVTC

Overview Fund Activity

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
73
Reduced
98
Closed
44
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$222M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
EP
3
Edgestream Partners
New Jersey
$8.14M
4
American Century Companies
4
American Century Companies
Missouri
$145M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$46.7M
2
SM
2
Sunriver Management
Connecticut
$0
3
CGPCS
3
Capital Group Private Client Services
California
$1.26M
4
OFCM
4
One Fin Capital Management
California
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
176
EMC Capital Management
Texas
$203K – – –
Osaic Holdings
177
Osaic Holdings
Arizona
$175K +$12.6K +378 +8%
NC
178
nVerses Capital
Florida
$106K +$43.2K +1,300 +68%
GC
179
Globeflex Capital
California
$104K – – –
BFEC
180
Benjamin F. Edwards & Company
Missouri
$104K +$49.5K +1,490 +91%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$80.7K +$72.3K +2,175 +867%
KBC Group
182
KBC Group
Belgium
$79K +$19.1K +571 +32%
HNB
183
Huntington National Bank
Ohio
$78K +$27.6K +831 +55%
VWM
184
Venturi Wealth Management
Texas
$73.2K +$68.4K +2,056 +1,418%
SIA
185
Sit Investment Associates
Minnesota
$60K – – –
BTI
186
Blue Trust Inc
Georgia
$52.9K +$7.3K +183 +16%
TPCW
187
TD Private Client Wealth
New York
$52.3K – – –
HIA
188
Harbor Investment Advisory
Maryland
$48.8K – – –
PS
189
Principal Securities
Iowa
$29.5K +$2.2K +66 +8%
AF
190
Allworth Financial
California
$27.9K -$173 -5 -0.6%
OWA
191
Opal Wealth Advisors
New York
$27.8K +$27.8K +835 New
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$24.5K -$12.3K -371 -33%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$20K +$8.58K +253 +75%
CFM
194
Catalyst Funds Management
Australia
$20K -$6.65K -200 -25%
US Bancorp
195
US Bancorp
Minnesota
$19.6K -$53.3K -1,604 -73%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$17.9K +$3.66K +110 +26%
FHA
197
First Horizon Advisors
Tennessee
$17.8K -$7.22K -217 -29%
SAM
198
Smartleaf Asset Management
Massachusetts
$15.5K +$15.5K +468 New
GI
199
GAMMA Investing
California
$15.3K -$798 -24 -5%
YDMI
200
Y.D. More Investments
Israel
$14.7K -$3.09K -93 -17%
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