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Evertec

236 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
91
Reduced
88
Closed
32
Calls
$184K
Puts
$7K
Net Calls
+$177K
Net Calls Change
-$737K
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
201
GPS Wealth Strategies Group
Colorado
$36.2K
TPCW
202
TD Private Client Wealth
New York
$36K
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$34.3K +$3.32K +90 +11%
YDMI
204
Y.D. More Investments
Israel
$32K -$2.98K -81 -9%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$31.3K +$20.6K +558 +192%
BG
206
Bellevue Group
Switzerland
$27.2K
FHA
207
First Horizon Advisors
Tennessee
$26.6K +$11.7K +318 +79%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$17K -$774 -21 -4%
CWC
209
Carolinas Wealth Consulting
North Carolina
$15.1K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$13.4K +$147 +4 +1%
HI
211
Harbour Investments
Wisconsin
$12.5K
PTC
212
Private Trust Company
Ohio
$11.2K -$737 -20 -6%
VCM
213
Versant Capital Management
Arizona
$10.1K
BTI
214
Blue Trust Inc
Georgia
$9K -$17K -454 -65%
IFAM
215
Institutional & Family Asset Management
Colorado
$6.34K
SC
216
Solstein Capital
California
$5.82K
VWM
217
Venturi Wealth Management
Texas
$5.34K -$1.22K -33 -19%
AAP
218
Arax Advisory Partners
Colorado
$4.38K -$2.06K -56 -32%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$4.13K +$2.62K +71 +173%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$3.98K
Bessemer Group
221
Bessemer Group
New Jersey
$2K +$2K +56 New
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.77K
QCG
223
Quadrant Capital Group
Ohio
$1.77K +$516 +14 +41%
S
224
SignatureFD
Georgia
$1.77K +$1.77K +48 New
FFA
225
Farther Finance Advisors
California
$1.73K