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Evertec
EVTC

Overview Fund Activity

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 44 closing their positions.

Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
31
Increased
73
Reduced
98
Closed
44
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$222M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
EP
3
Edgestream Partners
New Jersey
$8.14M
4
American Century Companies
4
American Century Companies
Missouri
$145M
5
Victory Capital Management
5
Victory Capital Management
Texas
$76.4M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$46.7M
2
SM
2
Sunriver Management
Connecticut
$0
3
CGPCS
3
Capital Group Private Client Services
California
$1.26M
4
OFCM
4
One Fin Capital Management
California
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$319M 9,593,154 -297,289 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M 7,311,982 -106,752 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$222M 6,673,564 +4,048,863 +154%
American Century Companies
4
American Century Companies
Missouri
$145M 4,370,476 +208,183 +5%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$117M 3,514,935 -240,188 -6%
State Street
6
State Street
Massachusetts
$81.8M 2,459,939 -14,218 -0.6%
Victory Capital Management
7
Victory Capital Management
Texas
$76.4M 2,298,373 +189,637 +9%
RRAM
8
River Road Asset Management
Kentucky
$65.2M 1,960,727 +34,792 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$55.4M 1,664,713 -14,340 -0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$54.1M 1,627,638 +69,913 +4%
Capital International Investors
11
Capital International Investors
California
$46.7M 1,404,514 -1,736,537 -55%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$43.6M 1,311,995 -52,165 -4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$37.6M 1,129,831 -1,353 -0.1%
Northern Trust
14
Northern Trust
Illinois
$29M 872,590 -37,174 -4%
Bank of America
15
Bank of America
North Carolina
$28.3M 851,321 +315,528 +59%
Invesco
16
Invesco
Georgia
$26.3M 790,286 -95,662 -11%
NSAM
17
North Star Asset Management
Wisconsin
$24.6M 740,234 +5,475 +0.7%
Morgan Stanley
18
Morgan Stanley
New York
$22.3M 669,424 -52,493 -7%
Charles Schwab
19
Charles Schwab
California
$22.2M 668,241 -38,193 -5%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$21.6M 650,622 -3,500 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19.7M 591,066 -11,817 -2%
Wells Fargo
22
Wells Fargo
California
$18.6M 557,926 -13,486 -2%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$17.6M 530,022 -69,817 -12%
Renaissance Technologies
24
Renaissance Technologies
New York
$17.1M 513,526 -151,900 -23%
SEI Investments
25
SEI Investments
Pennsylvania
$16M 480,616 +35,118 +8%
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