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Evertec
EVTC

Overview Fund Activity

245 hedge funds and large institutions have $2.25B invested in Evertec in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
81
Reduced
90
Closed
26
Calls
$259K
Puts
$152K
Net Calls
+$107K
Net Calls Change
-$286K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$329M
3
Ameriprise
Ameriprise
Minnesota
$19.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.6M
5
PCM
Palisade Capital Management
New Jersey
$11M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$9.68M
2
Victory Capital Management
Victory Capital Management
Texas
$69M
3
Citadel Advisors
Citadel Advisors
Florida
$1.22M
4
EP
Edgestream Partners
New Jersey
$0
5
FMI
F/M Investments
District of Columbia
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$110K +$28.4K +823 +35%
Osaic Holdings
177
Osaic Holdings
Arizona
$109K +$5.94K +172 +6%
GC
178
Globeflex Capital
California
$108K – – –
HNB
179
Huntington National Bank
Ohio
$78.9K -$1.73K -50 -2%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$78.7K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$76K +$38.5K +1,123 +103%
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.1K +$54.1K +1,665 New
TPCW
183
TD Private Client Wealth
New York
$53.7K -$587 -17 -1%
HIA
184
Harbor Investment Advisory
Maryland
$50.7K – – –
SAM
185
Smartleaf Asset Management
Massachusetts
$40.9K +$27.3K +794 +199%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$40.5K +$13.9K +402 +52%
BTI
187
Blue Trust Inc
Georgia
$37.7K -$10K -291 -21%
PS
188
Principal Securities
Iowa
$37.2K +$622 +18 +2%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K +$2.42K +70 +8%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$27.6K +$3.18K +92 +13%
QCG
191
Quadrant Capital Group
Ohio
$25.6K +$25K +724 +4,525%
FHA
192
First Horizon Advisors
Tennessee
$18.8K – – –
Jones Financial Companies
193
Jones Financial Companies
Missouri
$16.8K +$13.4K +388 +396%
US Bancorp
194
US Bancorp
Minnesota
$16.6K +$35 +1 +0.2%
JSAM
195
J. Safra Asset Management
New York
$15.8K +$4.46K +130 +40%
KB
196
Kimelman & Baird
New York
$13.8K – – –
AAM
197
Advisors Asset Management
Colorado
$13.2K -$69 -2 -0.5%
PWA
198
Physician Wealth Advisors
Utah
$13K +$13K +377 New
RFS
199
Richardson Financial Services
Massachusetts
$11.3K +$3.47K +101 +44%
GWSG
200
GPS Wealth Strategies Group
Colorado
$11.2K – – –
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8
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