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Evertec
EVTC

Overview Fund Activity

260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.

Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
75
Reduced
113
Closed
31
Calls
$347K
Puts
$128K
Net Calls
+$219K
Net Calls Change
-$802K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$105M
2
Victory Capital Management
2
Victory Capital Management
Texas
$84.1M
3
Millennium Management
3
Millennium Management
New York
$14.2M
4
CP
4
CenterBook Partners
Connecticut
$8.37M
5
ZCM
5
Ziegler Capital Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
BlackRock
2
BlackRock
New York
$395M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$17.8M
4
RRAM
4
River Road Asset Management
Kentucky
$76.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$60.4K 1,514 +1,494 +7,470%
HIA
202
Harbor Investment Advisory
Maryland
$58.5K 1,467 – –
BTI
203
Blue Trust Inc
Georgia
$45.6K 1,143 -11 -1%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$44.2K 1,109 +478 +76%
PS
205
Principal Securities
Iowa
$32.8K 822 -58 -7%
AF
206
Allworth Financial
California
$32.4K 811 +763 +1,590%
CFM
207
Catalyst Funds Management
Australia
$31.9K 800 +800 New
FHA
208
First Horizon Advisors
Tennessee
$30K 751 -153 -17%
YDMI
209
Y.D. More Investments
Israel
$21.3K 535 -125 -19%
GI
210
GAMMA Investing
California
$19.3K 484 -116 -19%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$17.1K 429 +20 +5%
Citadel Advisors
212
Citadel Advisors
Florida
$16.4K 412 -11,964 -97%
FFA
213
Frazier Financial Advisors
Ohio
$15.7K 394 – –
Jones Financial Companies
214
Jones Financial Companies
Missouri
$13.2K 332 +332 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$13K 337 -64 -16%
GWSG
216
GPS Wealth Strategies Group
Colorado
$12.9K 323 -702 -68%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$12.6K 317 +114 +56%
FIM
218
Fernwood Investment Management
Massachusetts
$12.4K 311 +311 New
PTC
219
Private Trust Company
Ohio
$12.2K 305 – –
VCM
220
Versant Capital Management
Arizona
$11K 275 – –
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$10K 251 +217 +638%
RFS
222
Richardson Financial Services
Massachusetts
$9.14K 229 -9 -4%
C
223
Covestor
United Kingdom
$9K 232 -1,213 -84%
IFAM
224
Institutional & Family Asset Management
Colorado
$7.38K 185 +13 +8%
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$6.7K 180 +54 +43%
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