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Evertec
EVTC

Overview Fund Activity

240 hedge funds and large institutions have $1.8B invested in Evertec in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
41
Increased
79
Reduced
88
Closed
19
Calls
$34K
Puts
$15K
Net Calls
+$19K
Net Calls Change
-$2.81M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$14.6M
2
Capital International Investors
Capital International Investors
California
$10M
3
WMSA
Weiss Multi-Strategy Advisers
New York
$7.44M
4
Renaissance Technologies
Renaissance Technologies
New York
$76M
5
Federated Hermes
Federated Hermes
Pennsylvania
$5.74M

Top Sellers

1
Man Group
Man Group
United Kingdom
$30.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$18.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Millennium Management
Millennium Management
New York
$5.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$68K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$17K +$94 +3 +0.6%
GRP
227
Global Retirement Partners
California
$16K -$938 -30 -6%
NFG
228
Next Financial Group
Texas
$13K +$13K +425 New
AssetMark Inc
229
AssetMark Inc
California
$10K +$450 +14 +5%
VCM
230
Versant Capital Management
Arizona
$6K – – –
FGAM
231
Financial Gravity Asset Management
Texas
$4K +$2K +56 +100%
HMS
232
Hanseatic Management Services
New Mexico
$3K – – –
TWA
233
TCI Wealth Advisors
Arizona
$2K – – –
HGWM
234
Harvest Group Wealth Management
Massachusetts
$2K – – –
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$2K +$2K +82 New
HAM
236
Highstreet Asset Management
Ontario, Canada
$1K – – –
APA
237
American Portfolios Advisors
New York
$406 +$406 +13 New
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
– -$12.1M -369,363 Closed
MWNA
239
Marshall Wace North America
New York
– -$4.64M -141,812 Closed
MCM
240
Maltese Capital Management
New York
– -$4.42M -135,000 Closed
Canada Life
241
Canada Life
Manitoba, Canada
– -$2.67M -81,779 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
242
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.72M -52,600 Closed
SFM
243
Systematic Financial Management
New Jersey
– -$1.02M -31,170 Closed
USAA
244
United Services Automobile Association
Texas
– -$682K -20,867 Closed
WCM
245
Weld Capital Management
New York
– -$557K -17,023 Closed
WI
246
WBI Investments
New Jersey
– -$528K -16,141 Closed
FRM
247
Fox Run Management
Connecticut
– -$323K -9,888 Closed
AG
248
Algert Global
California
– -$276K -8,435 Closed
QSS
249
Quantitative Systematic Strategies
Florida
– -$251K -7,681 Closed
CMANY
250
Capital Management Associates (New York)
New York
– -$229K -7,000 Closed
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