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Evertec
EVTC

Overview Fund Activity

244 hedge funds and large institutions have $2.43B invested in Evertec in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-9
Holders Change %
-3.56%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
94
Reduced
88
Closed
37
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$11K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$210M
2
Goldman Sachs
Goldman Sachs
New York
$26.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.6M
4
American Century Companies
American Century Companies
Missouri
$147M
5
Wells Fargo
Wells Fargo
California
$28.8M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$127M
2
DZ Bank
DZ Bank
Germany
$0
3
RC
Rivulet Capital
New Jersey
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.02M
5
SG Americas Securities
SG Americas Securities
New York
$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$21K +$21K +510 New
TFP
202
Tilia Fiduciary Partners
North Carolina
$18K – – –
WTA
203
Washington Trust Advisors
Massachusetts
$17K +$4.54K +111 +36%
CWC
204
Carolinas Wealth Consulting
North Carolina
$16K +$4.56K +112 +40%
IA
205
IFP Advisors
Florida
$14K +$14K +13 New
IFAM
206
Institutional & Family Asset Management
Colorado
$8K +$1.9K +44 +31%
S
207
SignatureFD
Georgia
$8K +$6.83K +170 +586%
EWA
208
EverSource Wealth Advisors
Alabama
$8K +$8K +188 New
ZB
209
Zions Bancorporation
Utah
$8K +$8K +203 New
MAM
210
Meeder Asset Management
Ohio
$8K +$8K +204 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.05K +122 +260%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$6K – – –
SC
213
Solstein Capital
California
$6K – – –
Group One Trading
214
Group One Trading
Illinois
$6K +$6K +150 New
PCG
215
Private Capital Group
Connecticut
$5K – – –
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$5K +$2.86K +72 +133%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$5K +$5K +119 New
ACM
218
Aquatic Capital Management
Illinois
$4K -$120K -3,000 -97%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$4K -$3.89K -101 -49%
SO
220
STRS Ohio
Ohio
$4K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$4K +$124 +3 +3%
TFO
222
Tarbox Family Office
California
$3K – – –
VCM
223
Versant Capital Management
Arizona
$3K +$2.78K +77 +1,283%
UOTTAIMCU
224
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$3K +80 New
AAP
225
Arax Advisory Partners
Colorado
$2K -$643 -18 -24%
7 8
9
10 11