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Evertec
EVTC

Overview Fund Activity

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.

Holders
214
Holders Change
+25
Holders Change %
+13.23%
% of All Funds
4.78%
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
$1.04M
Puts
$2.88M
Net Calls
-$1.85M
Net Calls Change
-$3.93M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$52.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$14.9M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.8M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$13.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M
2
Millennium Management
2
Millennium Management
New York
$19.6M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$2.37M
4
SI
4
Sapience Investments
California
$5.14M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$14.8M +$420K +14,646 +3%
Morgan Stanley
27
Morgan Stanley
New York
$14.4M -$2.24M -77,976 -13%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$13.8M +$13.8M +480,392 New
Allianz Asset Management
29
Allianz Asset Management
Germany
$13.2M +$13.2M +458,765 New
HA
30
Heartland Advisors
Wisconsin
$12.9M -$1.44M -50,000 -10%
PAM
31
Panagora Asset Management
Massachusetts
$12.3M +$755K +26,321 +7%
CM
32
Castleark Management
Illinois
$12.2M -$5.26M -183,355 -30%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$12.1M -$7.75M -269,869 -39%
Invesco
34
Invesco
Georgia
$12M +$3.67M +127,710 +44%
Fuller & Thaler Asset Management
35
Fuller & Thaler Asset Management
California
$11.9M +$11.9M +413,282 +40,919%
WG
36
Winton Group
United Kingdom
$11.8M +$11.8M +412,041 New
Goldman Sachs
37
Goldman Sachs
New York
$11.7M -$504K -17,574 -4%
SBCM
38
Schwerin Boyle Capital Management
Massachusetts
$11.6M – – –
ClearBridge Investments
39
ClearBridge Investments
New York
$11.6M -$6.72M -234,281 -37%
MCM
40
Matarin Capital Management
New York
$10.6M +$10.6M +368,590 New
Deutsche Bank
41
Deutsche Bank
Germany
$10.2M -$1.23M -42,784 -11%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.8M -$17K -594 -0.2%
TCIM
43
TIAA CREF Investment Management
New York
$8.76M +$5.2M +181,146 +146%
MAM
44
Martingale Asset Management
Massachusetts
$8.34M +$447K +15,584 +6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$7.89M -$1.18M -41,173 -13%
Wells Fargo
46
Wells Fargo
California
$7.76M +$4.32M +150,472 +126%
PPA
47
Parametric Portfolio Associates
Washington
$7.08M +$1.09M +38,112 +18%
UBS Group
48
UBS Group
Switzerland
$6.68M +$1.35M +47,170 +25%
EMG
49
ETF Managers Group
New Jersey
$6.34M -$4.97M -173,055 -44%
WRF
50
Waddell & Reed Financial
Kansas
$6.1M -$5.97M -207,957 -49%
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