EVTC icon

Evertec

238 hedge funds and large institutions have $2.18B invested in Evertec in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-6
Holders Change %
-2.46%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
83
Reduced
84
Closed
31
Calls
Puts
$177K
Net Calls
-$177K
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Shares
Change %
WTA
201
Washington Trust Advisors
Massachusetts
$15K
FHA
202
First Horizon Advisors
Tennessee
$15K +$14.6K +384 +3,840%
IA
203
IFP Advisors
Florida
$14K
CWC
204
Carolinas Wealth Consulting
North Carolina
$14K
PTC
205
Private Trust Company
Ohio
$14K +$14K +377 New
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$11K +$6.25K +166 +132%
BTI
207
Blue Trust Inc
Georgia
$10K +$10K +256 New
S
208
SignatureFD
Georgia
$9K +$1.95K +55 +28%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.82K +77 +46%
IFAM
210
Institutional & Family Asset Management
Colorado
$7K
MAM
211
Meeder Asset Management
Ohio
$6K -$1.95K -50 -25%
SC
212
Solstein Capital
California
$6K
SPIA
213
Steward Partners Investment Advisory
New York
$5K -$14.2K -377 -74%
EWA
214
EverSource Wealth Advisors
Alabama
$5K -$2.23K -58 -31%
ZB
215
Zions Bancorporation
Utah
$5K -$1.81K -54 -27%
PCG
216
Private Capital Group
Connecticut
$5K
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$5K +$938 +24 +23%
AAP
218
Arax Advisory Partners
Colorado
$5K +$3.11K +92 +164%
TWA
219
TCI Wealth Advisors
Arizona
$5K +$5K +140 New
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$4K
Bessemer Group
221
Bessemer Group
New Jersey
$4K
PMFA
222
Plante Moran Financial Advisors
Michigan
$4K +$4K +95 New
SO
223
STRS Ohio
Ohio
$3K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$3K +$1.18K +39 +65%
BIA
225
Bell Investment Advisors
California
$3K +$3K +87 New