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Evertec
EVTC

Overview Fund Activity

229 hedge funds and large institutions have $2.27B invested in Evertec in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 21 closing their positions.

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
4.06%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
69
Reduced
82
Closed
21
Calls
$597K
Puts
$762K
Net Calls
-$165K
Net Calls Change
-$947K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.3M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$13.5M
4
BlackRock
4
BlackRock
New York
$357M
5
SRFM
5
Shannon River Fund Management
New York
$9.31M

Top Sellers

1
RC
1
Rivulet Capital
New Jersey
$101M
2
Millennium Management
2
Millennium Management
New York
$7.64M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$392K
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
PCM
5
Pentwater Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$357M 9,085,394 +333,086 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$279M 7,085,768 +109,495 +2%
Boston Partners
3
Boston Partners
Massachusetts
$148M 3,754,633 -8,064 -0.2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$121M 3,081,381 +1,605,157 +109%
RC
5
Rivulet Capital
New Jersey
$101M 2,569,376 -1,002,696 -28%
State Street
6
State Street
Massachusetts
$74.5M 1,894,419 +19,170 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$70.9M 1,803,426 -196,300 -10%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$69.6M 1,770,858 -107,736 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$60.3M 1,534,355 -186 -0%
American Century Companies
10
American Century Companies
Missouri
$54.2M 1,377,481 +201,874 +17%
Capital International Investors
11
Capital International Investors
California
$42.6M 1,082,843 +45,453 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$40.1M 1,019,764 +30,181 +3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$37.6M 955,266 -5,753 -0.6%
Norges Bank
14
Norges Bank
Norway
$35.8M 911,219 -71,034 -7%
Northern Trust
15
Northern Trust
Illinois
$32.5M 826,441 -5,060 -0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$30M 764,164 -303,294 -28%
NSAM
17
North Star Asset Management
Wisconsin
$28.9M 734,986 -11,297 -2%
Invesco
18
Invesco
Georgia
$24.2M 615,530 -47,335 -7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$21.7M 552,992 +9,230 +2%
Goldman Sachs
20
Goldman Sachs
New York
$21.6M 549,799 +185,655 +51%
Charles Schwab
21
Charles Schwab
California
$21.5M 545,884 +491 +0.1%
AIM
22
Artemis Investment Management
United Kingdom
$20.3M 515,485 +17,439 +4%
Morgan Stanley
23
Morgan Stanley
New York
$20.3M 515,081 +351,588 +215%
Principal Financial Group
24
Principal Financial Group
Iowa
$19.8M 503,190 +9,934 +2%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$19M 482,549 -205,803 -30%
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