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Evertec
EVTC

Overview Fund Activity

248 hedge funds and large institutions have $2.13B invested in Evertec in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
101
Reduced
78
Closed
32
Calls
$1.32M
Puts
$402K
Net Calls
+$914K
Net Calls Change
+$240K

Top Buyers

1
SM
1
Sunriver Management
Connecticut
$22.5M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$43.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.77M
5
Goldman Sachs
5
Goldman Sachs
New York
$17.8M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Capital International Investors
2
Capital International Investors
California
$104M
3
Man Group
3
Man Group
United Kingdom
$8.74M
4
American Century Companies
4
American Century Companies
Missouri
$137M
5
BlackRock
5
BlackRock
New York
$336M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$336M 9,966,792 -168,274 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M 7,647,056 +1,278 +0%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$154M 4,554,899 +87,619 +2%
American Century Companies
4
American Century Companies
Missouri
$137M 4,051,316 -209,115 -5%
Capital International Investors
5
Capital International Investors
California
$104M 3,099,408 -469,412 -13%
State Street
6
State Street
Massachusetts
$74.9M 2,219,260 +4,020 +0.2%
RRAM
7
River Road Asset Management
Kentucky
$69.1M 2,046,405 +10,509 +0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.6M 1,617,822 +25,358 +2%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$43.6M 1,290,915 +646,064 +100%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$43.5M 1,287,556 +20,818 +2%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$42.6M 1,260,813 +15,479 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$37.7M 1,116,626 +132,006 +13%
Morgan Stanley
13
Morgan Stanley
New York
$31.6M 934,940 +272,776 +41%
Northern Trust
14
Northern Trust
Illinois
$31.5M 933,650 +33,002 +4%
NSAM
15
North Star Asset Management
Wisconsin
$25M 739,553 +306 +0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.9M 708,018 -37,913 -5%
SM
17
Sunriver Management
Connecticut
$22.5M 666,041 +666,041 New
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$22.1M 654,281 -66,260 -9%
Charles Schwab
19
Charles Schwab
California
$21.6M 640,413 +6,819 +1%
Ameriprise
20
Ameriprise
Minnesota
$20.9M 617,886 -65,085 -10%
Bank of America
21
Bank of America
North Carolina
$20.4M 605,772 +63,733 +12%
Wells Fargo
22
Wells Fargo
California
$20.2M 599,880 +59,612 +11%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$19M 564,379 +174,634 +45%
CGPCS
24
Capital Group Private Client Services
California
$18.4M 545,908 -78,608 -13%
Goldman Sachs
25
Goldman Sachs
New York
$17.8M 528,521 +182,060 +53%
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