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Evertec
EVTC

Overview Fund Activity

238 hedge funds and large institutions have $2.18B invested in Evertec in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 31 closing their positions.

Holders
238
Holders Change
-6
Holders Change %
-2.46%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
83
Reduced
84
Closed
31
Calls
–
Puts
$177K
Net Calls
-$177K
Net Calls Change
-$181K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
American Century Companies
2
American Century Companies
Missouri
$139M
3
Ameriprise
3
Ameriprise
Minnesota
$18.5M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$5.53M
5
UBS Group
5
UBS Group
Switzerland
$4.69M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$22.5M
2
Man Group
2
Man Group
United Kingdom
$14.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$181M
5
CIS
5
Capital International Sarl
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$340M 9,220,539 -68,498 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$280M 7,598,178 +39,577 +0.5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$181M 4,905,561 -214,449 -4%
American Century Companies
4
American Century Companies
Missouri
$139M 3,780,907 +198,760 +6%
Capital International Investors
5
Capital International Investors
California
$131M 3,557,079 +84,257 +2%
Boston Partners
6
Boston Partners
Massachusetts
$117M 3,162,622 +67,978 +2%
State Street
7
State Street
Massachusetts
$76.2M 2,065,201 +8,945 +0.4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$57.6M 1,562,513 +30,338 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$46.4M 1,258,534 -51,992 -4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$44.7M 1,212,013 -6,167 -0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$42.4M 1,148,433 +95,781 +9%
Northern Trust
12
Northern Trust
Illinois
$32M 866,898 -42,087 -5%
CGPCS
13
Capital Group Private Client Services
California
$31M 841,343 +7,810 +0.9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26.3M 713,076 -11,492 -2%
NSAM
15
North Star Asset Management
Wisconsin
$25.8M 699,567 +238 +0%
Wells Fargo
16
Wells Fargo
California
$23.6M 639,392 -63,631 -9%
Norges Bank
17
Norges Bank
Norway
$23.2M 628,280 +31,135 +5%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$22.5M 611,263 -461,284 -43%
Bank of America
19
Bank of America
North Carolina
$21.5M 583,681 -86,811 -13%
Charles Schwab
20
Charles Schwab
California
$21.1M 572,906 +934 +0.2%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$20.3M 551,072 +59,035 +12%
Morgan Stanley
22
Morgan Stanley
New York
$19.7M 534,902 +217,564 +69%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$19.5M 536,915 +88,986 +20%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$18.7M 507,813 +78,333 +18%
Ameriprise
25
Ameriprise
Minnesota
$18.5M 503,736 +198,972 +65%
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