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Evertec
EVTC

214 hedge funds and large institutions have $1.68B invested in Evertec in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

17% more capital invested

Capital invested by funds: $1.43B → $1.68B (+$247M)

13% more funds holding

Funds holding: 189 → 214 (+25)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.01% less ownership

Funds ownership: 81.81% → 80.8% (-1%)

14% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 79

64% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $2.88M

Holders
214
Holders Change
+25
Holders Change %
+13.23%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
54
Increased
68
Reduced
79
Closed
28
Calls
$1.03M
Puts
$2.88M
Net Calls
-$1.85M
Net Calls Change
-$3.93M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$18.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$13.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.6M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$12M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.5M
2
Millennium Management
Millennium Management
New York
-$21.4M
3
Pzena Investment Management
Pzena Investment Management
New York
-$17.4M
4
SI
Sapience Investments
California
-$9.42M
5
Citadel Advisors
Citadel Advisors
Florida
-$7.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
226
CNA Financial
Illinois
– -$438K -18,162 Closed
UFF
227
USA Financial Formulas
Michigan
– -$393K -18,001 Closed
AIM
228
Alambic Investment Management
California
– -$411K -17,073 Closed
FRM
229
Fox Run Management
Connecticut
– -$334K -13,848 Closed
CIP
230
Convergence Investment Partners
Florida
– -$333K -13,804 Closed
MF
231
Magnetar Financial
Illinois
– -$333K -13,802 Closed
BIP
232
Brandes Investment Partners
California
– -$311K -12,917 Closed
SCM
233
Stevens Capital Management
Pennsylvania
– -$311K -12,899 Closed
BLA
234
Balter Liquid Alternatives
Massachusetts
– -$306K -12,704 Closed
IR
235
Invictus RG
Bermuda
– -$272K -11,300 Closed
SSA
236
Schonfeld Strategic Advisors
New York
– -$229K -9,500 Closed
FHB
237
First Hawaiian Bank
Hawaii
– -$191K -7,910 Closed
QT
238
Quantbot Technologies
New York
– -$49K -2,063 Closed
PCM
239
Prelude Capital Management
New York
– -$21K -877 Closed
FHA
240
Flagship Harbor Advisors
Massachusetts
– -$7K -297 Closed
PCG
241
Private Capital Group
Connecticut
– -$2K -97 Closed
6 7 8 9
10

EVTC Hedge Fund Activity: Q4 2018 in Review

214 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2018, worth a combined $1.68B — up 17% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EVTC positions and 28 closed out — a net gain of 26 holders — while 68 added to existing stakes and 79 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $18.4M. The largest seller was Fidelity Investments, cutting an estimated $74.5M.

  • 214 institutional investors held Evertec (EVTC) as of Q4 2018, up from 189 in Q3 2018.
  • Funds reported $1.68B of Evertec stock for Q4 2018, up 17% quarter-over-quarter.
  • 54 funds opened new Evertec positions in Q4 2018 and 28 closed out, a net change of +26 holders.
  • The largest Evertec buyer in Q4 2018 was Renaissance Technologies, an estimated $18.4M added.
  • The largest Evertec seller in Q4 2018 was Fidelity Investments, an estimated $74.5M sold.

Based on aggregated 13F filings for Q4 2018.