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Evertec
EVTC

Overview Fund Activity

250 hedge funds and large institutions have $2.03B invested in Evertec in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 25 closing their positions.

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
108
Reduced
69
Closed
25
Calls
$1.49M
Puts
$567K
Net Calls
+$922K
Net Calls Change
+$1.1M

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$56.1M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$40.1M
3
BlackRock
3
BlackRock
New York
$316M
4
OFCM
4
One Fin Capital Management
California
$10.3M
5
Man Group
5
Man Group
United Kingdom
$10.3M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$67.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$35M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$150M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$14.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$236M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$316M 10,066,208 +845,669 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$236M 7,532,246 -65,932 -0.9%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$150M 4,788,059 -117,502 -2%
American Century Companies
4
American Century Companies
Missouri
$128M 4,072,446 +291,539 +8%
Capital International Investors
5
Capital International Investors
California
$112M 3,568,061 +10,982 +0.3%
State Street
6
State Street
Massachusetts
$68.3M 2,179,879 +114,678 +6%
Boston Partners
7
Boston Partners
Massachusetts
$67.4M 2,150,596 -1,012,026 -32%
RRAM
8
River Road Asset Management
Kentucky
$56.1M 1,790,561 +1,790,561 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$49.3M 1,571,244 +8,731 +0.6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$40.1M 1,278,526 +1,266,500 +10,531%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$40M 1,275,194 +63,181 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39M 1,243,236 +94,803 +8%
Renaissance Technologies
13
Renaissance Technologies
New York
$35M 1,117,926 -140,608 -11%
Northern Trust
14
Northern Trust
Illinois
$28.6M 911,936 +45,038 +5%
CGPCS
15
Capital Group Private Client Services
California
$26M 830,525 -10,818 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.7M 755,743 +42,667 +6%
NSAM
17
North Star Asset Management
Wisconsin
$23.1M 738,381 +38,814 +6%
Ameriprise
18
Ameriprise
Minnesota
$22.9M 727,402 +223,666 +44%
Morgan Stanley
19
Morgan Stanley
New York
$22.4M 714,037 +179,135 +33%
Charles Schwab
20
Charles Schwab
California
$19.8M 631,869 +58,963 +10%
Wells Fargo
21
Wells Fargo
California
$19.3M 615,723 -23,669 -4%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$19.2M 611,336 +73 +0%
Norges Bank
23
Norges Bank
Norway
$19.1M 607,670 -20,610 -3%
Bank of America
24
Bank of America
North Carolina
$18.3M 582,490 -1,191 -0.2%
Invesco
25
Invesco
Georgia
$16.4M 524,142 +70,714 +16%
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