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Evertec
EVTC

Overview Fund Activity

260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.

Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
75
Reduced
113
Closed
31
Calls
$347K
Puts
$128K
Net Calls
+$219K
Net Calls Change
-$802K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$105M
2
Victory Capital Management
2
Victory Capital Management
Texas
$84.1M
3
Millennium Management
3
Millennium Management
New York
$14.2M
4
CP
4
CenterBook Partners
Connecticut
$8.37M
5
ZCM
5
Ziegler Capital Management
Illinois
$7.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.8M
2
BlackRock
2
BlackRock
New York
$395M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$17.8M
4
RRAM
4
River Road Asset Management
Kentucky
$76.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$395M 9,890,443 -272,912 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M 7,418,734 -34,508 -0.5%
American Century Companies
3
American Century Companies
Missouri
$166M 4,162,293 +35,360 +0.9%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$150M 3,755,123 -131,328 -3%
Capital International Investors
5
Capital International Investors
California
$125M 3,141,051 +9,110 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$105M 2,624,701 +1,326,460 +102%
State Street
7
State Street
Massachusetts
$98.7M 2,474,157 +64,328 +3%
Victory Capital Management
8
Victory Capital Management
Texas
$84.1M 2,108,736 +812,421 +63%
RRAM
9
River Road Asset Management
Kentucky
$76.8M 1,925,935 -143,131 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$67M 1,679,053 +11,042 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$62.2M 1,557,725 +68,170 +5%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$54.4M 1,364,160 -43,364 -3%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$45.1M 1,131,184 -110,078 -9%
Northern Trust
14
Northern Trust
Illinois
$36.3M 909,764 -22,556 -2%
Invesco
15
Invesco
Georgia
$35.3M 885,948 +112,712 +15%
SM
16
Sunriver Management
Connecticut
$35.1M 879,617 +52,159 +6%
NSAM
17
North Star Asset Management
Wisconsin
$29.3M 734,759 +5,716 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$28.8M 721,917 -839,553 -54%
Charles Schwab
19
Charles Schwab
California
$28.2M 706,434 -3,017 -0.4%
Renaissance Technologies
20
Renaissance Technologies
New York
$26.6M 665,426 -129,300 -16%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$26.1M 654,122 -734 -0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$24.1M 602,883 -39,650 -6%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$23.9M 599,839 -8,720 -1%
Wells Fargo
24
Wells Fargo
California
$22.8M 571,412 +5,010 +0.9%
Bank of America
25
Bank of America
North Carolina
$21.4M 535,793 -46,117 -8%
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