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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
80
Reduced
99
Closed
16
Calls
$952K
Puts
$4K
Net Calls
+$948K
Net Calls Change
+$771K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$33.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$54M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
4
RI
Redwood Investments
Massachusetts
$15.5M
5
ZCM
Ziegler Capital Management
Illinois
$5.75M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$9.67M
2
BlackRock
BlackRock
New York
$360M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$152M
4
Man Group
Man Group
United Kingdom
$8.9M
5
SM
Sunriver Management
Connecticut
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$202K -$144K -3,879 -42%
VA
202
Vident Advisory
Georgia
$201K +$201K +5,405 New
SAM
203
Shell Asset Management
Netherlands
$196K -$3.05K -82 -2%
VI
204
Vestcor Inc
New Brunswick, Canada
$179K +$179K +4,816 New
QT
205
Quantbot Technologies
New York
$172K -$25.5K -687 -13%
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$140K +$6.58K +177 +5%
GC
207
Globeflex Capital
California
$116K – – –
SIM
208
Sandia Investment Management
Massachusetts
$93K +$93K +2,500 New
US Bancorp
209
US Bancorp
Minnesota
$92.8K +$20.2K +543 +28%
KBC Group
210
KBC Group
Belgium
$67K -$119K -3,177 -64%
SIA
211
Sit Investment Associates
Minnesota
$67K – – –
PCM
212
Penserra Capital Management
California
$62K -$2.96K -80 -5%
HIA
213
Harbor Investment Advisory
Maryland
$54.5K – – –
Federated Hermes
214
Federated Hermes
Pennsylvania
$49.5K +$49.5K +1,331 New
C
215
Covestor
United Kingdom
$41K -$19.3K -510 -32%
GWSG
216
GPS Wealth Strategies Group
Colorado
$39.6K +$3.09K +83 +8%
BTI
217
Blue Trust Inc
Georgia
$37K +$28.1K +759 +315%
TPCW
218
TD Private Client Wealth
New York
$36.4K – – –
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$34.6K – – –
FHA
220
First Horizon Advisors
Tennessee
$33.6K +$6.8K +183 +25%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$29.5K -$2.08K -56 -7%
BG
222
Bellevue Group
Switzerland
$27.5K – – –
YDMI
223
Y.D. More Investments
Israel
$25.4K -$7.45K -197 -23%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$17K -$111 -3 -0.7%
PTC
225
Private Trust Company
Ohio
$11.3K – – –
7 8
9
10 11