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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.98B invested in Evertec in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+22
Holders Change %
+9.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
94
Reduced
79
Closed
23
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$133K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$228M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
American Century Companies
3
American Century Companies
Missouri
$168M
4
Capital International Investors
4
Capital International Investors
California
$173M
5
BlackRock
5
BlackRock
New York
$460M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$8.32M
2
Boston Partners
2
Boston Partners
Massachusetts
$200M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.52M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
SRFM
5
Shannon River Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
201
Sit Investment Associates
Minnesota
$90K +$90K +1,800 New
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$86K – – –
Fidelity Investments
203
Fidelity Investments
Massachusetts
$82K – – –
US Bancorp
204
US Bancorp
Minnesota
$79K -$1.65K -33 -2%
APA
205
American Portfolios Advisors
New York
$77.2K +$77.2K +1,544 New
GWSG
206
GPS Wealth Strategies Group
Colorado
$65K – – –
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$62.9K +$62.9K +1,258 New
SWA
208
Sutton Wealth Advisors
Florida
$48.1K +$700 +14 +1%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$46K -$3.55K -71 -7%
AS
210
Altshuler Shaham
Israel
$43K +$2.79K +56 +7%
BG
211
Bellevue Group
Switzerland
$37K +$37K +739 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$36K +$18.8K +372 +109%
FAG
213
Fortitude Advisory Group
Washington
$35K +$35K +694 New
SCA
214
Snowden Capital Advisors
New York
$30K +$30K +606 New
SFM
215
Signet Financial Management
New Jersey
$28K +$28K +555 New
DFCM
216
Dark Forest Capital Management
Puerto Rico
$22K -$18.5K -365 -46%
TFP
217
Tilia Fiduciary Partners
North Carolina
$22K +$22K +435 New
VCM
218
Vigilant Capital Management
Maine
$20K – – –
WTA
219
Washington Trust Advisors
Massachusetts
$15K +$15K +305 New
CWC
220
Carolinas Wealth Consulting
North Carolina
$14K – – –
RPCONE
221
Retirement Planning Company of New England
Rhode Island
$14K +$14K +300 New
NFG
222
Next Financial Group
Texas
$11K +$10.4K +212 +1,767%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$10K +$1.32K +27 +15%
SC
224
Solstein Capital
California
$8K – – –
TWA
225
TCI Wealth Advisors
Arizona
$8K +$1.56K +30 +24%
7 8
9
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