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Evertec
EVTC

Overview Fund Activity

250 hedge funds and large institutions have $2B invested in Evertec in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
86
Reduced
95
Closed
30
Calls
$884K
Puts
$210K
Net Calls
+$674K
Net Calls Change
-$248K

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$65.9M
2
American Century Companies
American Century Companies
Missouri
$138M
3
GLA
Great Lakes Advisors
Illinois
$5.89M
4
LSV Asset Management
LSV Asset Management
Illinois
$6.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
$248M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$23.3M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$145M
3
RA
Royce & Associates
New York
$1.24M
4
LCM
Laurion Capital Management
New York
$0
5
EMG
ETF Managers Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Penserra Capital Management
California
$64K – – –
US Bancorp
202
US Bancorp
Minnesota
$63.2K +$7.51K +232 +13%
ASN
203
Advisory Services Network
Georgia
$62.8K +$62.8K +1,938 New
SIA
204
Sit Investment Associates
Minnesota
$58K – – –
Dimensional Fund Advisors
205
Dimensional Fund Advisors
Texas
$51.6K +$687 +21,220 +1%
HIA
206
Harbor Investment Advisory
Maryland
$47.5K – – –
Fidelity Investments
207
Fidelity Investments
Massachusetts
$43.7K -$37.1K -1,145 -46%
SWA
208
Sutton Wealth Advisors
Florida
$31.3K -$4.63K -143 -13%
Bessemer Group
209
Bessemer Group
New Jersey
$28K -$2.87K -90 -9%
BG
210
Bellevue Group
Switzerland
$23.9K – – –
TPCW
211
TD Private Client Wealth
New York
$22.3K – – –
IA
212
IFP Advisors
Florida
$21K +$19.1K +142 +1,014%
BTI
213
Blue Trust Inc
Georgia
$18K +$9.95K +313 +124%
VCM
214
Versant Capital Management
Arizona
$16.6K +$16.4K +507 +8,450%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$14.8K +$5.6K +173 +61%
CWC
216
Carolinas Wealth Consulting
North Carolina
$13.2K +$453 +14 +4%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$13K – – –
FHA
218
First Horizon Advisors
Tennessee
$12.8K – – –
YDMI
219
Y.D. More Investments
Israel
$12.2K +$12.2K +1,338 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$12K -$17.1K -535 -59%
PTC
221
Private Trust Company
Ohio
$11K +$2.81K +88 +34%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$10.9K +$10.9K +336 New
TRCT
223
Tower Research Capital (TRC)
New York
$9K -$187K -6,289 -95%
AAP
224
Arax Advisory Partners
Colorado
$5.67K – – –
IFAM
225
Institutional & Family Asset Management
Colorado
$5.57K -$421 -13 -7%
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9
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