EVTC icon

Evertec
EVTC

Overview Fund Activity

189 hedge funds and large institutions have $1.43B invested in Evertec in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
67
Reduced
71
Closed
18
Calls
$2.08M
Puts
$2K
Net Calls
+$2.08M
Net Calls Change
+$1.72M

Top Buyers

1
Man Group
Man Group
United Kingdom
$38.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$27.4M
3
ClearBridge Investments
ClearBridge Investments
New York
$15.4M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$35.7M
5
EMG
ETF Managers Group
New Jersey
$9.49M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$39.4M
3
Pzena Investment Management
Pzena Investment Management
New York
$18M
4
American Century Companies
American Century Companies
Missouri
$24.9M
5
RC
Rivulet Capital
New Jersey
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$13.6M +$522K +21,641 +4%
SI
27
Sapience Investments
California
$13M -$5.16M -214,230 -28%
Ameriprise
28
Ameriprise
Minnesota
$12.3M +$3.92M +162,555 +47%
Charles Schwab
29
Charles Schwab
California
$12.1M +$566K +23,481 +5%
HA
30
Heartland Advisors
Wisconsin
$12.1M -$2.41M -100,000 -17%
Goldman Sachs
31
Goldman Sachs
New York
$10.3M +$1.13M +47,000 +12%
WRF
32
Waddell & Reed Financial
Kansas
$10.1M -$6.11M -253,697 -38%
SBCM
33
Schwerin Boyle Capital Management
Massachusetts
$9.78M – – –
PAM
34
Panagora Asset Management
Massachusetts
$9.72M +$1.61M +66,796 +20%
Deutsche Bank
35
Deutsche Bank
Germany
$9.64M +$1.81M +75,069 +23%
EMG
36
ETF Managers Group
New Jersey
$9.49M +$9.49M +393,914 New
AQR Capital Management
37
AQR Capital Management
Connecticut
$9.26M +$534K +22,172 +6%
Citadel Advisors
38
Citadel Advisors
Florida
$8.76M +$1.52M +63,055 +21%
Boston Partners
39
Boston Partners
Massachusetts
$8.22M -$171K -7,111 -2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$7.62M -$5.64M -234,081 -43%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.4M -$6.09M -252,563 -45%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$7.01M – – –
Invesco
43
Invesco
Georgia
$7M +$220K +9,128 +3%
MAM
44
Martingale Asset Management
Massachusetts
$6.63M -$48.3K -2,005 -0.7%
PPA
45
Parametric Portfolio Associates
Washington
$5.03M +$364K +15,110 +8%
CA
46
Continental Advisors
Utah
$4.7M -$973K -40,362 -17%
UBS Group
47
UBS Group
Switzerland
$4.47M +$132K +5,493 +3%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$4.44M +$4.44M +184,336 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$4.2M +$1.12M +46,680 +37%
OAM
50
Oxford Asset Management
United Kingdom
$3.89M +$545K +22,754 +16%
1
2
3 4 5