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Get Institutions for : 
Evertec, Inc. (EVTC)  
$34.97 0.13 (0.37%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 257    1
Total shares held : 
65,066,896  
% of shares held : 
90.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -33  
Amount of shares held : 
1,858,720  
% of shares held change : 
  2.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.47  
Last Quarter's Ending Price : 
$40.94  
Last Quarter's Average Price
$36.76  
Change from last quarter's     
avg. price to the last closing  : 
1.79 (4.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 661,187
 1.02%
 
Increased Positions :
78
 3,831,482
 5.89%
 
Unchanged Positions :
53
 1,747,266
 2.69%
 
Decreased Positions :
110
-2,424,291
-3.73%
 
Closed Positions :
17
-209,658
-0.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Invenomic Capital Management LP 126 *New 2024-03-31 60,314 $2,407,000 60,314
   Rockefeller Capital Management L.P. 997 *New 2024-03-31 51,103 $2,039,000 51,103
   CAPSTONE INVESTMENT ADVISORS LLC 475 *New 2024-03-31 21,755 $868,000 21,755
   Simplicity WealthLLC 574 *New 2024-03-31 20,589 $822,000 20,589
   TWO SIGMA INVESTMENTS LLC 2123 *New 2024-03-31 15,600 $622,000 15,600
   UniSuper Management Pty Ltd 711 *New 2024-03-31 14,156 $565,000 14,156
   Cetera Investment Advisers 2508 *New 2024-03-31 13,740 $548,000 13,740
   Phoenix Holdings Ltd. 268 *New 2024-03-31 12,500 $497,000 12,500
   HSBC HOLDINGS PLC 1845 *New 2024-03-31 9,842 $393,000 9,842
   EMC Capital Management 136 *New 2024-03-31 6,102 $243,000 6,102
   nVerses Capital LLC 208 *New 2024-03-31 1,900 $76,000 1,900
   JONES FINANCIAL COMPANIES LLLP 1001 *New 2024-03-31 332 $13,000 332
   Fernwood Investment Management LLC 532 *New 2024-03-31 311 $12,000 311
   COLONIAL ASSET MANAGEMENT, INC. 695 *New 2024-03-31 114 $5,000 114
   Annis Gardner Whiting Capital Advisors LLC 756 *New 2024-03-31 121 $5,000 121
   MATHER GROUP, INC. 1378 *New 2024-03-31 92 $4,000 92
   PACIFIC CAPITAL WEALTH ADVISORS INC 361 *New 2024-03-31 108 $4,000 108
   Steward Partners Investment Advisory LLC 3091 *New 2024-03-31 107 $4,000 107
   Eagle Bay Advisors LLC 803 *New 2024-03-31 87 $3,000 87
   First Capital Advisors Group LLC. 851 *New 2023-06-30 40 $1,000 40
   UMB BANK N A/MO 1676 *New 2024-03-31 24 $1,000 24
   Northwest Financial Advisors 741 *New 2024-03-31 29 $1,000 29
   Continuum Advisory LLC 1476 *New 2024-03-31 15 $1,000 15
   TD CAPITAL MANAGEMENT LLC 500 *New 2024-03-31 3 $0 3
   Atlantic Trust Group LLC 3011 *New 2024-03-31 5 $0 5

  25 Records found
  1    
  Page 1 of 1
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