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Evertec
EVTC

Overview Fund Activity

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
73
Reduced
98
Closed
44
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$222M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
EP
3
Edgestream Partners
New Jersey
$8.14M
4
American Century Companies
4
American Century Companies
Missouri
$145M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$46.7M
2
SM
2
Sunriver Management
Connecticut
$0
3
CGPCS
3
Capital Group Private Client Services
California
$1.26M
4
OFCM
4
One Fin Capital Management
California
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
KB
201
Kimelman & Baird
New York
$13.3K +$13.3K +401 New
FFA
202
Frazier Financial Advisors
Ohio
$13.1K – – –
AAM
203
Advisors Asset Management
Colorado
$11.9K +$11.9K +359 New
GWSG
204
GPS Wealth Strategies Group
Colorado
$10.8K – – –
PFBT
205
Parkside Financial Bank & Trust
Missouri
$10.5K – – –
PTC
206
Private Trust Company
Ohio
$10.1K – – –
ACM
207
Aquatic Capital Management
Illinois
$9.98K +$9.98K +300 New
RFS
208
Richardson Financial Services
Massachusetts
$7.61K – – –
IFAM
209
Institutional & Family Asset Management
Colorado
$6.15K – – –
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$5.91K – – –
SC
211
Solstein Capital
California
$5.25K – – –
GRP
212
Global Retirement Partners
California
$3.96K +$166 +5 +4%
AAP
213
Arax Advisory Partners
Colorado
$3.16K +$499 +15 +19%
EBA
214
Eagle Bay Advisors
New York
$2.89K – – –
LI
215
LRI Investments
Florida
$2.73K +$2.73K +82 New
WIM
216
Westside Investment Management
California
$2.39K +$2.39K +72 New
S
217
SignatureFD
Georgia
$2.23K -$533 -16 -19%
LFA
218
LGT Financial Advisors
Texas
$2.1K – – –
FWA
219
FSC Wealth Advisors
New York
$2K +$2K +60 New
FG
220
Fairman Group
Pennsylvania
$1.7K – – –
SPIA
221
Steward Partners Investment Advisory
New York
$1.63K -$1.93K -58 -54%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.6K – – –
CAS
223
Coppell Advisory Solutions
Texas
$1.53K +$1.53K +46 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1.46K -$200 -6 -12%
FFA
225
Farther Finance Advisors
California
$1.41K +$164 +5 +13%
7 8
9
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