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Evertec

248 hedge funds and large institutions have $2.13B invested in Evertec in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
101
Reduced
78
Closed
32
Calls
$1.32M
Puts
$402K
Net Calls
+$914K
Net Calls Change
+$240K
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$65.9K 1,952
ASN
202
Advisory Services Network
Georgia
$65.6K 1,943 +5 +0.3%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$62K 1,838 +488 +36%
SIA
204
Sit Investment Associates
Minnesota
$61K 1,800
HIA
205
Harbor Investment Advisory
Maryland
$49.5K 1,467
C
206
Covestor
United Kingdom
$48K 1,422 +1,418 +35,450%
TRCT
207
Tower Research Capital (TRC)
New York
$38K 1,132 +830 +275%
GWSG
208
GPS Wealth Strategies Group
Colorado
$33.1K 982 +982 New
TPCW
209
TD Private Client Wealth
New York
$33K 978 +288 +42%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$28K 841 -1,650 -66%
BG
211
Bellevue Group
Switzerland
$24.9K 739
BTI
212
Blue Trust Inc
Georgia
$23K 695 +129 +23%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$16K 482 +107 +29%
CWC
214
Carolinas Wealth Consulting
North Carolina
$13.9K 411 +4 +1%
FHA
215
First Horizon Advisors
Tennessee
$13.6K 403 +9 +2%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$12.2K 361 -97 -21%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$12K 355 +19 +6%
HI
218
Harbour Investments
Wisconsin
$11.5K 340 +340 New
PTC
219
Private Trust Company
Ohio
$11K 325 -20 -6%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$9.82K 291 +164 +129%
VCM
221
Versant Capital Management
Arizona
$9.28K 275 -238 -46%
YDMI
222
Y.D. More Investments
Israel
$8.87K 950 -388 -29%
Simplex Trading
223
Simplex Trading
Illinois
$8K 248 -2,913 -92%
VWM
224
Venturi Wealth Management
Texas
$6.01K 178 +178 New
AAP
225
Arax Advisory Partners
Colorado
$5.91K 175