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Evertec
EVTC

Overview Fund Activity

229 hedge funds and large institutions have $2.27B invested in Evertec in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
4.06%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
69
Reduced
82
Closed
21
Calls
$597K
Puts
$762K
Net Calls
-$165K
Net Calls Change
-$947K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$121M
2
Morgan Stanley
Morgan Stanley
New York
$20.3M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$13.5M
4
BlackRock
BlackRock
New York
$357M
5
SRFM
Shannon River Fund Management
New York
$9.31M

Top Sellers

1
RC
Rivulet Capital
New Jersey
$101M
2
Millennium Management
Millennium Management
New York
$7.64M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$392K
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
PCM
Pentwater Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
201
Sutton Wealth Advisors
Florida
$37.3K – – –
VCG
202
Vantage Consulting Group
Virginia
$32K +$32K +819 New
Fidelity International
203
Fidelity International
Bermuda
$28K – – –
Group One Trading
204
Group One Trading
Illinois
$28K +$28K +700 New
Simplex Trading
205
Simplex Trading
Illinois
$27K +$27K +705 New
AS
206
Altshuler Shaham
Israel
$16K +$8.71K +221 +119%
CWC
207
Carolinas Wealth Consulting
North Carolina
$11K +$3.8K +97 +53%
QT
208
Quantbot Technologies
New York
$10K +$10K +256 New
IFAM
209
Institutional & Family Asset Management
Colorado
$8K +$8K +214 New
GEA
210
Glen Eagle Advisors
New Jersey
$7.67K +$7.67K +195 New
GWS
211
Glassman Wealth Services
Virginia
$6K – – –
MAM
212
Meeder Asset Management
Ohio
$6K +$851 +21 +17%
ACM
213
AUA Capital Management
Pennsylvania
$5K -$880 -22 -15%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$5K +$2.08K +50 +71%
FPS
215
Fieldpoint Private Securities
Connecticut
$4K +$4K +110 New
SO
216
STRS Ohio
Ohio
$3K -$876K -29,200 -100%
TFO
217
Tarbox Family Office
California
$3K – – –
HR
218
Howe & Rusling
New York
$2K – – –
HGWM
219
Harvest Group Wealth Management
Massachusetts
$2K – – –
BCA
220
Berman Capital Advisors
Georgia
$2K – – –
NSB
221
Norway Savings Bank
Maine
$2K +$2K +59 New
AIG
222
American International Group
New York
$1.59K -$40 -1,010 -2%
BWA
223
BDO Wealth Advisors
Florida
$1K – – –
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$1K – – –
QCG
225
Quadrant Capital Group
Ohio
$1K – – –
6 7 8
9
10