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Evertec
EVTC

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
80
Reduced
99
Closed
16
Calls
$952K
Puts
$4K
Net Calls
+$948K
Net Calls Change
+$771K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$33.1M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$54M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.2M
4
RI
4
Redwood Investments
Massachusetts
$15.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$5.75M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.67M
2
BlackRock
2
BlackRock
New York
$360M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$152M
4
Man Group
4
Man Group
United Kingdom
$8.9M
5
SM
5
Sunriver Management
Connecticut
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$360M 9,682,545 -284,279 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$275M 7,384,371 -16,199 -0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$152M 4,089,921 -269,641 -6%
American Century Companies
4
American Century Companies
Missouri
$147M 3,964,957 +12,707 +0.3%
Capital International Investors
5
Capital International Investors
California
$116M 3,130,732 +10,742 +0.3%
State Street
6
State Street
Massachusetts
$86.3M 2,320,040 +30,636 +1%
RRAM
7
River Road Asset Management
Kentucky
$82M 2,205,081 -46,035 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$61.6M 1,655,436 +10,196 +0.6%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$54M 1,452,050 +202,757 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.6M 1,413,358 +46,388 +3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$46.2M 1,242,416 -4,712 -0.4%
Renaissance Technologies
12
Renaissance Technologies
New York
$36.5M 981,726 +47,500 +5%
Northern Trust
13
Northern Trust
Illinois
$35.5M 955,781 -4,063 -0.4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$33.1M 889,431 +867,448 +3,946%
Morgan Stanley
15
Morgan Stanley
New York
$32.9M 883,960 -10,291 -1%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$29.6M 796,670 +134,226 +20%
NSAM
17
North Star Asset Management
Wisconsin
$27.4M 736,626 -521 -0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$26.1M 700,779 -15,970 -2%
Charles Schwab
19
Charles Schwab
California
$25.6M 688,147 +22,324 +3%
SM
20
Sunriver Management
Connecticut
$25.2M 676,523 -107,178 -14%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$23.2M 622,960 -5,840 -0.9%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$22.1M 594,190 +79,184 +15%
Wells Fargo
23
Wells Fargo
California
$21.6M 582,124 -24,628 -4%
Bank of America
24
Bank of America
North Carolina
$21.5M 579,433 +13,321 +2%
CGPCS
25
Capital Group Private Client Services
California
$19.8M 532,883 -7,509 -1%
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