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Evertec
EVTC

Overview Fund Activity

246 hedge funds and large institutions have $2.18B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 104 reducing their positions, and 26 closing their positions.

Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
64
Reduced
104
Closed
26
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.06M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$10.8M
4
American Century Companies
4
American Century Companies
Missouri
$155M
5
PCM
5
Palisade Capital Management
New Jersey
$6.31M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Bank of America
2
Bank of America
North Carolina
$5.18M
3
Norges Bank
3
Norges Bank
Norway
$0
4
BCM
4
Bares Capital Management
Texas
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$323M 9,521,892 -71,262 -0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M 9,114,244 +2,440,680 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$248M 7,308,865 -3,117 -0%
American Century Companies
4
American Century Companies
Missouri
$155M 4,562,384 +191,908 +4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$119M 3,504,349 -10,586 -0.3%
State Street
6
State Street
Massachusetts
$84.5M 2,494,349 +34,410 +1%
Victory Capital Management
7
Victory Capital Management
Texas
$72.8M 2,146,829 -151,544 -7%
RRAM
8
River Road Asset Management
Kentucky
$66.6M 1,966,626 +5,899 +0.3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$54.1M 1,596,074 -68,639 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$49M 1,445,301 -182,337 -11%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$43.5M 1,282,462 -29,533 -2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$38.2M 1,127,622 -2,209 -0.2%
Invesco
13
Invesco
Georgia
$30.3M 893,635 +103,349 +13%
Northern Trust
14
Northern Trust
Illinois
$28.5M 840,103 -32,487 -4%
NSAM
15
North Star Asset Management
Wisconsin
$26M 766,260 +26,026 +4%
Morgan Stanley
16
Morgan Stanley
New York
$25.5M 753,012 +83,588 +12%
Charles Schwab
17
Charles Schwab
California
$22.6M 665,587 -2,654 -0.4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$21.3M 628,605 -22,017 -3%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$19.7M 582,608 +52,586 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17.8M 524,726 -66,340 -11%
SEI Investments
21
SEI Investments
Pennsylvania
$17.2M 507,305 +26,689 +6%
Renaissance Technologies
22
Renaissance Technologies
New York
$15.8M 467,626 -45,900 -9%
DDC
23
DF Dent & Co
Maryland
$15.4M 455,454 +98,341 +28%
CCP
24
Clifford Capital Partners
Utah
$15.2M 447,645 -12,185 -3%
Ameriprise
25
Ameriprise
Minnesota
$13.6M 401,800 -13,173 -3%
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