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Evertec
EVTC

Overview Fund Activity

231 hedge funds and large institutions have $2.69B invested in Evertec in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 21 closing their positions.

Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
29
Increased
76
Reduced
92
Closed
21
Calls
$97K
Puts
$215K
Net Calls
-$118K
Net Calls Change
-$471K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$146M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$42.8M
3
BCM
3
Bares Capital Management
Texas
$13.2M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.25M
5
Boston Partners
5
Boston Partners
Massachusetts
$210M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$37.6M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$15.8M
3
BlackRock
3
BlackRock
New York
$409M
4
RA
4
Royce & Associates
New York
$16.9M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
201
Point72 Hong Kong
Hong Kong
$26K +$26K +571 New
VCM
202
Vigilant Capital Management
Maine
$18K +$18K +402 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$16K – – –
CWC
204
Carolinas Wealth Consulting
North Carolina
$13K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$11K +$8.64K +190 +365%
HI
206
Harbour Investments
Wisconsin
$8K +$3.14K +67 +64%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$8K +$3.33K +74 +71%
SC
208
Solstein Capital
California
$7K – – –
MAM
209
Meeder Asset Management
Ohio
$7K +$352 +8 +5%
IFAM
210
Institutional & Family Asset Management
Colorado
$6K – – –
Jones Financial Companies
211
Jones Financial Companies
Missouri
$6K – – –
TWA
212
TCI Wealth Advisors
Arizona
$6K +$1.65K +34 +38%
KIG
213
Kowal Investment Group
Wisconsin
$5K +$5K +107 New
Simplex Trading
214
Simplex Trading
Illinois
$4K – – –
TFO
215
Tarbox Family Office
California
$4K – – –
FPS
216
Fieldpoint Private Securities
Connecticut
$4K – – –
BMD
217
Better Money Decisions
New Mexico
$4K – – –
SO
218
STRS Ohio
Ohio
$4K – – –
BIA
219
Bell Investment Advisors
California
$4K +$4K +87 New
GEA
220
Glen Eagle Advisors
New Jersey
$3.43K – – –
HR
221
Howe & Rusling
New York
$3K – – –
AAP
222
Arax Advisory Partners
Colorado
$3K +$1.14K +28 +61%
BCA
223
Berman Capital Advisors
Georgia
$2K – – –
QCG
224
Quadrant Capital Group
Ohio
$2K +$686 +12 +52%
ACM
225
AUA Capital Management
Pennsylvania
$2K +$1.06K +28 +112%
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