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Evertec
EVTC

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

103,950% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $2K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$155M)

3% more funds holding

Funds holding: 184 → 189 (+5)

0.36% more ownership

Funds ownership: 81.45% → 81.81% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
4.32%
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

Rank Fund Capital Flow
1
Man Group
Man Group
United Kingdom
+$18.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$17.1M
3
ClearBridge Investments
ClearBridge Investments
New York
+$15M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$14.5M
5
EMG
ETF Managers Group
New Jersey
+$9.34M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$25.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.4M
3
Pzena Investment Management
Pzena Investment Management
New York
-$10.4M
4
American Century Companies
American Century Companies
Missouri
-$9.17M
5
RC
Rivulet Capital
New Jersey
-$8.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$1.98M +$1.26M +53,200 +183%
NAM
77
NorthCoast Asset Management
Connecticut
$1.92M +$1.89M +79,851 New
Canada Life
78
Canada Life
Manitoba, Canada
$1.83M – – –
3C
79
361 Capital
Colorado
$1.81M +$8.01K +338 +0.5%
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.75M +$401K +16,900 +30%
Bessemer Group
81
Bessemer Group
New Jersey
$1.7M +$40.3K +1,700 +2%
PI
82
PEAK6 Investments
Illinois
$1.64M +$1.61M +68,077 New
GCP
83
GSA Capital Partners
United Kingdom
$1.53M +$839K +35,397 +126%
Comerica Bank
84
Comerica Bank
Texas
$1.51M -$124K -5,242 -8%
FQ
85
First Quadrant
California
$1.48M -$198K -8,336 -12%
PI
86
PineBridge Investments
New York
$1.43M -$144K -6,055 -9%
JFG
87
Jefferies Financial Group
New York
$1.39M +$1.37M +57,582 New
SFM
88
Systematic Financial Management
New Jersey
$1.38M +$1.36M +57,425 New
GC
89
Globeflex Capital
California
$1.21M – – –
Axa
90
Axa
France
$1.2M -$533K -22,500 -31%
MWNA
91
Marshall Wace North America
New York
$1.17M -$544K -22,950 -32%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$1.17M +$161K +6,807 +16%
BIM
93
Bogle Investment Management
Massachusetts
$1.16M +$299K +12,600 +36%
CS
94
Credit Suisse
Switzerland
$1.16M -$103K -4,330 -8%
AIG
95
American International Group
New York
$1.15M +$21.6K +909 +2%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$1.14M +$203K +8,556 +22%
MSL
97
Mackay Shields LLC
New York
$1.12M -$1.19M -50,186 -52%
EGM
98
Engineers Gate Manager
New York
$1.06M -$172K -7,260 -14%
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$1.05M – – –
SO
100
STRS Ohio
Ohio
$1.02M +$1.01M +42,400 New
2 3
4
5 6

EVTC Hedge Fund Activity: Q3 2018 in Review

189 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2018, worth a combined $1.43B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EVTC positions and 18 closed out — a net gain of 7 holders — while 67 added to existing stakes and 71 trimmed.

The largest buyer was Man Group, adding an estimated $18.3M. The largest seller was Wellington Management Group, cutting an estimated $25.7M.

  • 189 institutional investors held Evertec (EVTC) as of Q3 2018, up from 184 in Q2 2018.
  • Funds reported $1.43B of Evertec stock for Q3 2018, up 12% quarter-over-quarter.
  • 25 funds opened new Evertec positions in Q3 2018 and 18 closed out, a net change of +7 holders.
  • The largest Evertec buyer in Q3 2018 was Man Group, an estimated $18.3M added.
  • The largest Evertec seller in Q3 2018 was Wellington Management Group, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2018.