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Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
BCM
3
Bares Capital Management
Texas
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.5M
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$13K +$847 +25 +7%
BBHC
202
Brown Brothers Harriman & Co
New York
$12.4K +$12.4K +365 New
JSAM
203
J. Safra Asset Management
New York
$11.2K +$10.3K +304 +1,216%
GWSG
204
GPS Wealth Strategies Group
Colorado
$11K +$34 +1 +0.3%
PTC
205
Private Trust Company
Ohio
$10.3K – – –
UB
206
UMB Bank
Missouri
$8.17K +$7.05K +208 +630%
RFS
207
Richardson Financial Services
Massachusetts
$7.61K – – –
YDMI
208
Y.D. More Investments
Israel
$7.34K -$7.27K -220 -50%
GI
209
GAMMA Investing
California
$5.83K -$9.76K -288 -63%
SC
210
Solstein Capital
California
$5.36K – – –
PFBT
211
Parkside Financial Bank & Trust
Missouri
$5.15K -$5.59K -165 -52%
GRP
212
Global Retirement Partners
California
$4.85K +$813 +24 +20%
VWM
213
Venturi Wealth Management
Texas
$4.03K -$70.6K -2,082 -95%
AssetMark Inc
214
AssetMark Inc
California
$3.86K -$1.31M -38,687 -100%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$3.32K +$3.32K +98 New
AAP
216
Arax Advisory Partners
Colorado
$3.22K – – –
EBA
217
Eagle Bay Advisors
New York
$2.95K – – –
CFB
218
Cullen/Frost Bankers
Texas
$2.95K +$2.95K +87 New
LI
219
LRI Investments
Florida
$2.83K – – –
AIM
220
Anchor Investment Management
South Carolina
$2.34K +$2.34K +69 New
SCM
221
Sterling Capital Management
North Carolina
$2.24K +$2.24K +66 New
LFA
222
LGT Financial Advisors
Texas
$2.14K – – –
FWA
223
FSC Wealth Advisors
New York
$2.03K – – –
RIL
224
Rothschild Investment LLC
Illinois
$2.03K +$1.69K +50 +500%
FFA
225
Frazier Financial Advisors
Ohio
$1.9K -$11.5K -338 -86%
7 8
9
10 11