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Evertec
EVTC

Overview Fund Activity

264 hedge funds and large institutions have $2.7B invested in Evertec in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 108 reducing their positions, and 16 closing their positions.

Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
31
Increased
79
Reduced
108
Closed
16
Calls
$1.03M
Puts
$8K
Net Calls
+$1.02M
Net Calls Change
+$73K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.9M
3
Invesco
3
Invesco
Georgia
$31.7M
4
BlackRock
4
BlackRock
New York
$416M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.1M

Top Sellers

1
RI
1
Redwood Investments
Massachusetts
$4.63M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$159M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$24.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$32.5M
5
RRAM
5
River Road Asset Management
Kentucky
$84.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$416M 10,163,355 +480,810 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M 7,453,242 +68,871 +0.9%
American Century Companies
3
American Century Companies
Missouri
$169M 4,126,933 +161,976 +4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$159M 3,886,451 -203,470 -5%
Capital International Investors
5
Capital International Investors
California
$128M 3,131,941 +1,209 +0%
State Street
6
State Street
Massachusetts
$98.7M 2,409,829 +89,789 +4%
RRAM
7
River Road Asset Management
Kentucky
$84.7M 2,069,066 -136,015 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$68.3M 1,668,011 +12,575 +0.8%
Morgan Stanley
9
Morgan Stanley
New York
$63.9M 1,561,470 +677,510 +77%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$61M 1,489,555 +76,197 +5%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$57.6M 1,407,524 -44,526 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$53.1M 1,298,241 +408,810 +46%
Victory Capital Management
13
Victory Capital Management
Texas
$53.1M 1,296,315 +1,029,827 +386%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$50.8M 1,241,262 -1,154 -0.1%
Northern Trust
15
Northern Trust
Illinois
$38.2M 932,320 -23,461 -2%
SM
16
Sunriver Management
Connecticut
$33.9M 827,458 +150,935 +22%
Renaissance Technologies
17
Renaissance Technologies
New York
$32.5M 794,726 -187,000 -19%
Invesco
18
Invesco
Georgia
$31.7M 773,236 +486,181 +169%
NSAM
19
North Star Asset Management
Wisconsin
$29.8M 729,043 -7,583 -1%
Charles Schwab
20
Charles Schwab
California
$29M 709,451 +21,304 +3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$26.8M 654,856 +60,666 +10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.3M 642,533 -58,246 -8%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$24.9M 608,559 -14,401 -2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$24.8M 604,809 -191,861 -24%
Bank of America
25
Bank of America
North Carolina
$23.8M 581,910 +2,477 +0.4%
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