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Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
BCM
3
Bares Capital Management
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
176
Nicolet Bankshares
Wisconsin
$204K -$109K -3,225 -35%
NC
177
nVerses Capital
Florida
$122K +$13.6K +400 +13%
SAM
178
Shell Asset Management
Netherlands
$118K +$118K +3,487 New
SOW
179
State of Wyoming
Wyoming
$107K +$107K +3,145 New
GC
180
Globeflex Capital
California
$106K – – –
Osaic Holdings
181
Osaic Holdings
Arizona
$101K -$77.1K -2,275 -43%
KBC Group
182
KBC Group
Belgium
$80K – – –
HNB
183
Huntington National Bank
Ohio
$79.2K -$305 -9 -0.4%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$77.2K -$4.98K -147 -6%
CFM
185
Catalyst Funds Management
Australia
$67.8K +$47.4K +1,400 +233%
PAS
186
Point72 Asia (Singapore)
Singapore
$55K +$55K +1,623 New
TPCW
187
TD Private Client Wealth
New York
$53.3K – – –
HIA
188
Harbor Investment Advisory
Maryland
$49.7K – – –
BTI
189
Blue Trust Inc
Georgia
$46K +$1.93K +58 +4%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$37K +$17K +502 +85%
GSEP
191
Golden State Equity Partners
California
$36.5K +$36.5K +1,076 New
PS
192
Principal Securities
Iowa
$35.9K +$5.8K +171 +19%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K +$28K +827 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$26.2K +$7.9K +233 +43%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$23.9K -$1.08K -32 -4%
FHA
196
First Horizon Advisors
Tennessee
$18.4K +$339 +10 +2%
AF
197
Allworth Financial
California
$16.5K -$10.8K -320 -40%
US Bancorp
198
US Bancorp
Minnesota
$16.3K -$3.7K -109 -18%
KB
199
Kimelman & Baird
New York
$13.6K – – –
SAM
200
Smartleaf Asset Management
Massachusetts
$13.5K -$2.34K -69 -15%
6 7
8
9 10