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Evertec
EVTC

Overview Fund Activity

250 hedge funds and large institutions have $2.03B invested in Evertec in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
108
Reduced
69
Closed
25
Calls
$1.49M
Puts
$567K
Net Calls
+$922K
Net Calls Change
+$1.1M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$56.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$40.1M
3
BlackRock
BlackRock
New York
$316M
4
OFCM
One Fin Capital Management
California
$10.3M
5
Man Group
Man Group
United Kingdom
$10.3M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$67.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$35M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$150M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$14.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
201
Sit Investment Associates
Minnesota
$56K – – –
US Bancorp
202
US Bancorp
Minnesota
$54K – – –
APA
203
American Portfolios Advisors
New York
$48.4K -$1.63K -52 -3%
HIA
204
Harbor Investment Advisory
Maryland
$46K – – –
SWA
205
Sutton Wealth Advisors
Florida
$34.8K +$4.39K +140 +14%
GWSG
206
GPS Wealth Strategies Group
Colorado
$31K – – –
Bessemer Group
207
Bessemer Group
New Jersey
$30K +$27K +871 +898%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$29K +$21.2K +664 +270%
WFA
209
Wipfli Financial Advisors
Wisconsin
$27K +$27K +875 New
AS
210
Altshuler Shaham
Israel
$26K +$1.01K +31 +4%
BG
211
Bellevue Group
Switzerland
$23K – – –
TPCW
212
TD Private Client Wealth
New York
$21.6K – – –
TFP
213
Tilia Fiduciary Partners
North Carolina
$14K – – –
IA
214
IFP Advisors
Florida
$14K +$1K +1 +8%
WTA
215
Washington Trust Advisors
Massachusetts
$13K – – –
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$13K +$9.98K +327 +330%
FHA
217
First Horizon Advisors
Tennessee
$12K – – –
CWC
218
Carolinas Wealth Consulting
North Carolina
$12K – – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$9K -$12.8K -406 -59%
BTI
220
Blue Trust Inc
Georgia
$9K -$107 -3 -1%
PTC
221
Private Trust Company
Ohio
$8K -$3.74K -120 -32%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$6K -$2.85K -94 -32%
IFAM
223
Institutional & Family Asset Management
Colorado
$6K – – –
SC
224
Solstein Capital
California
$5K – – –
MAM
225
Meeder Asset Management
Ohio
$5K +$127 +4 +3%
7 8
9
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