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Evertec
EVTC

Overview Fund Activity

244 hedge funds and large institutions have $2.43B invested in Evertec in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 37 closing their positions.

Holders
244
Holders Change
-9
Holders Change %
-3.56%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
94
Reduced
88
Closed
37
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$11K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$210M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$17.6M
4
American Century Companies
4
American Century Companies
Missouri
$147M
5
Wells Fargo
5
Wells Fargo
California
$28.8M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$127M
2
DZ Bank
2
DZ Bank
Germany
$0
3
RC
3
Rivulet Capital
New Jersey
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.02M
5
SG Americas Securities
5
SG Americas Securities
New York
$143K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$380M 9,289,037 +85,465 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$309M 7,558,601 +58,160 +0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$210M 5,120,010 +548,598 +12%
American Century Companies
4
American Century Companies
Missouri
$147M 3,582,147 +216,824 +6%
Capital International Investors
5
Capital International Investors
California
$142M 3,472,822 +8,381 +0.2%
Boston Partners
6
Boston Partners
Massachusetts
$127M 3,094,644 -916,686 -23%
State Street
7
State Street
Massachusetts
$84.2M 2,056,256 +42,639 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$62.7M 1,532,175 +7,398 +0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$53.6M 1,310,526 +26,935 +2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$49.9M 1,218,180 -23,239 -2%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$43.9M 1,072,547 +4,024 +0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.1M 1,052,652 +36,603 +4%
Northern Trust
13
Northern Trust
Illinois
$37.2M 908,985 -2,111 -0.2%
CGPCS
14
Capital Group Private Client Services
California
$34.1M 833,533 +2,950 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29.7M 724,568 -18,506 -2%
Wells Fargo
16
Wells Fargo
California
$28.8M 703,023 +169,941 +32%
NSAM
17
North Star Asset Management
Wisconsin
$28.6M 699,329 -11,177 -2%
Bank of America
18
Bank of America
North Carolina
$27.4M 670,492 -35,530 -5%
Goldman Sachs
19
Goldman Sachs
New York
$26.1M 638,644 +546,369 +592%
Norges Bank
20
Norges Bank
Norway
$24.4M 597,145 -13,006 -2%
Charles Schwab
21
Charles Schwab
California
$23.4M 571,972 -47,938 -8%
Invesco
22
Invesco
Georgia
$20.9M 510,250 -71,223 -12%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$20.1M 492,037 +81,987 +20%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$18.6M 447,929 +93,763 +26%
Principal Financial Group
25
Principal Financial Group
Iowa
$18.5M 452,470 -23,340 -5%
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