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Evertec
EVTC

Overview Fund Activity

236 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 32 closing their positions.

Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
91
Reduced
88
Closed
32
Calls
$184K
Puts
$7K
Net Calls
+$177K
Net Calls Change
-$737K

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$11.1M
2
Man Group
2
Man Group
United Kingdom
$9.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.7M
4
RI
4
Redwood Investments
Massachusetts
$9.08M
5
RRAM
5
River Road Asset Management
Kentucky
$82.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$273M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$161M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$34.4M
4
Millennium Management
4
Millennium Management
New York
$2.84M
5
Ameriprise
5
Ameriprise
Minnesota
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$367M 9,966,824 +32 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$273M 7,400,570 -246,486 -3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$161M 4,359,562 -195,337 -4%
American Century Companies
4
American Century Companies
Missouri
$146M 3,952,250 -99,066 -2%
Capital International Investors
5
Capital International Investors
California
$115M 3,119,990 +20,582 +0.7%
State Street
6
State Street
Massachusetts
$84.3M 2,289,404 +70,144 +3%
RRAM
7
River Road Asset Management
Kentucky
$82.9M 2,251,116 +204,711 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$60.6M 1,645,240 +27,418 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$50.3M 1,366,970 +79,414 +6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$46M 1,249,293 -11,520 -0.9%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$45.9M 1,247,128 -43,787 -3%
Northern Trust
12
Northern Trust
Illinois
$35.4M 959,844 +26,194 +3%
Renaissance Technologies
13
Renaissance Technologies
New York
$34.4M 934,226 -182,400 -16%
Morgan Stanley
14
Morgan Stanley
New York
$32.9M 894,251 -40,689 -4%
SM
15
Sunriver Management
Connecticut
$28.9M 783,701 +117,660 +18%
NSAM
16
North Star Asset Management
Wisconsin
$27.1M 737,147 -2,406 -0.3%
Goldman Sachs
17
Goldman Sachs
New York
$26.5M 718,887 +190,366 +36%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$26.4M 716,749 +8,731 +1%
Charles Schwab
19
Charles Schwab
California
$24.5M 665,823 +25,410 +4%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$24.4M 662,444 +8,163 +1%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$23.2M 628,800 +64,421 +11%
Wells Fargo
22
Wells Fargo
California
$22.3M 606,752 +6,872 +1%
Bank of America
23
Bank of America
North Carolina
$20.8M 566,112 -39,660 -7%
CGPCS
24
Capital Group Private Client Services
California
$19.9M 540,392 -5,516 -1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$19.7M 535,287 +250,917 +88%
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