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Evertec
EVTC

Overview Fund Activity

216 hedge funds and large institutions have $2.16B invested in Evertec in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 80 reducing their positions, and 38 closing their positions.

Holders
216
Holders Change
-13
Holders Change %
-5.68%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
83
Reduced
80
Closed
38
Calls
–
Puts
$29K
Net Calls
-$29K
Net Calls Change
+$136K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$96.2M
2
Boston Partners
2
Boston Partners
Massachusetts
$166M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$129M
4
Capital International Investors
4
Capital International Investors
California
$52.9M
5
BlackRock
5
BlackRock
New York
$351M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$13.9M
2
RC
2
Rivulet Capital
New Jersey
$70.3M
3
AIM
3
Artemis Investment Management
United Kingdom
$10.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$58.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
201
STRS Ohio
Ohio
$3K – – –
TFO
202
Tarbox Family Office
California
$3K – – –
PMFA
203
Plante Moran Financial Advisors
Michigan
$3K +$3K +75 New
BMD
204
Better Money Decisions
New Mexico
$3K +$3K +88 New
HR
205
Howe & Rusling
New York
$2K +$233 +7 +13%
AIG
206
American International Group
New York
$1.49K -$16 -433 -1%
ACM
207
AUA Capital Management
Pennsylvania
$1K -$4K -100 -80%
QCG
208
Quadrant Capital Group
Ohio
$1K – – –
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$1K – – –
BCA
210
Berman Capital Advisors
Georgia
$1K – – –
VCM
211
Versant Capital Management
Arizona
$1K – – –
BWA
212
BDO Wealth Advisors
Florida
$1K – – –
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$61 – – –
PFMOSF
214
Philadelphia Financial Management of San Francisco
California
– -$4.11M -104,441 Closed
CCMG
215
Clark Capital Management Group
Pennsylvania
– -$3.91M -99,542 Closed
PFMU
216
Privium Fund Management (UK)
United Kingdom
– -$2.99M -75,942 Closed
Marshall Wace
217
Marshall Wace
United Kingdom
– -$2.86M -72,842 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
218
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.96M -49,825 Closed
HSBC Holdings
219
HSBC Holdings
United Kingdom
– -$1.18M -29,833 Closed
HIM
220
Hillsdale Investment Management
Ontario, Canada
– -$1.02M -25,900 Closed
JCIA
221
Jackson Creek Investment Advisors
Colorado
– -$995K -25,310 Closed
MSA
222
Mason Street Advisors
Wisconsin
– -$875K -22,256 Closed
HF
223
HRT Financial
New York
– -$749K -19,063 Closed
YMRC
224
Yorktown Management & Research Company
Virginia
– -$743K -18,900 Closed
SM
225
Sciencast Management
New Jersey
– -$749K -18,792 Closed
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