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Evertec
EVTC

Overview Fund Activity

245 hedge funds and large institutions have $2.25B invested in Evertec in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
81
Reduced
90
Closed
26
Calls
$259K
Puts
$152K
Net Calls
+$107K
Net Calls Change
-$286K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$329M
3
Ameriprise
Ameriprise
Minnesota
$19.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.6M
5
PCM
Palisade Capital Management
New Jersey
$11M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$9.68M
2
Victory Capital Management
Victory Capital Management
Texas
$69M
3
Citadel Advisors
Citadel Advisors
Florida
$1.22M
4
EP
Edgestream Partners
New Jersey
$0
5
FMI
F/M Investments
District of Columbia
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
201
GAMMA Investing
California
$10.3K +$4.35K +126 +73%
AF
202
Allworth Financial
California
$9.99K -$5.67K -176 -36%
UB
203
UMB Bank
Missouri
$8.32K – – –
GRP
204
Global Retirement Partners
California
$8.29K +$3.35K +97 +68%
YDMI
205
Y.D. More Investments
Israel
$7.67K – – –
PFBT
206
Parkside Financial Bank & Trust
Missouri
$7.18K +$1.93K +56 +37%
SC
207
Solstein Capital
California
$5.46K – – –
T
208
Transce3nd
Texas
$5.21K +$5.21K +151 New
VWM
209
Venturi Wealth Management
Texas
$4.11K – – –
Bessemer Group
210
Bessemer Group
New Jersey
$4K +$2.92K +94 +269%
AssetMark Inc
211
AssetMark Inc
California
$3.94K – – –
CFB
212
Cullen/Frost Bankers
Texas
$3.73K +$726 +21 +24%
AAP
213
Arax Advisory Partners
Colorado
$3.28K – – –
EBA
214
Eagle Bay Advisors
New York
$3K – – –
PSFG
215
Park Square Financial Group
Georgia
$2.97K +$2.97K +86 New
EWA
216
EverSource Wealth Advisors
Alabama
$2.94K +$1.9K +55 +183%
LI
217
LRI Investments
Florida
$2.84K – – –
TCM
218
TD Capital Management
Tennessee
$2.77K +$2.77K +80 New
RIL
219
Rothschild Investment LLC
Illinois
$2.76K +$691 +20 +33%
SPIA
220
Steward Partners Investment Advisory
New York
$2.38K +$2.38K +69 New
HNW
221
High Note Wealth
Minnesota
$2.38K +$2.38K +69 New
SCM
222
Sterling Capital Management
North Carolina
$2.28K – – –
LFA
223
LGT Financial Advisors
Texas
$2.18K – – –
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$2.14K +$622 +18 +41%
FWA
225
FSC Wealth Advisors
New York
$2.07K – – –
7 8
9
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