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Evertec
EVTC

218 hedge funds and large institutions have $1.91B invested in Evertec in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31,400% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $9K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more capital invested

Capital invested by funds: $1.6B → $1.91B (+$305M)

18% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 74

1.22% more ownership

Funds ownership: 79.71% → 80.92% (+1.2%)

4% less funds holding

Funds holding: 227 → 218 (-9)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

Holders
218
Holders Change
-9
Holders Change %
-3.96%
% of All Funds
4.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
87
Reduced
74
Closed
32
Calls
$2.83M
Puts
$9K
Net Calls
+$2.83M
Net Calls Change
-$2.93M

Top Buyers

1
N
Nuveen
North Carolina
+$32.6M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$12.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.9M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$9.75M
5
EAM
Eagle Asset Management
Florida
+$8.65M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$35.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.08M
4
CRCP
Copper Rock Capital Partners
Massachusetts
-$3.88M
5
Goldman Sachs
Goldman Sachs
New York
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$3.47M -$810K -27,556 -21%
QI
77
QS Investors
New York
$3.46M -$57.3K -1,950 -2%
HIM
78
Hillsdale Investment Management
Ontario, Canada
$3.43M +$179K +6,100 +6%
OAM
79
Oxford Asset Management
United Kingdom
$3.4M +$954K +32,461 +45%
SCP
80
Seizert Capital Partners
Michigan
$3.32M -$131K -4,458 -4%
CA
81
Continental Advisors
Utah
$3.12M -$801K -27,244 -22%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$3.05M – – –
ASRS
83
Arizona State Retirement System
Arizona
$3.04M +$9.35K +318 +0.3%
FQ
84
First Quadrant
California
$2.97M -$85.9K -2,921 -3%
CCMG
85
Clark Capital Management Group
Pennsylvania
$2.89M +$2.6M +88,435 New
First Trust Advisors
86
First Trust Advisors
Illinois
$2.8M -$1.16M -39,629 -32%
Citadel Advisors
87
Citadel Advisors
Florida
$2.75M +$411K +13,967 +20%
PCM
88
Polaris Capital Management
Massachusetts
$2.69M -$911K -31,000 -27%
Canada Life
89
Canada Life
Manitoba, Canada
$2.67M +$617 +21 +0%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$2.66M +$2.39M +81,355 New
JAM
91
Jupiter Asset Management
United Kingdom
$2.57M +$1.64M +55,692 +242%
NA
92
Navellier & Associates
Nevada
$2.53M +$194K +6,600 +9%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$2.37M -$3.51M -119,402 -62%
Prudential Financial
94
Prudential Financial
New Jersey
$2.29M -$2.07M -70,307 -50%
SEI Investments
95
SEI Investments
Pennsylvania
$2.09M -$300K -10,221 -14%
CS
96
Credit Suisse
Switzerland
$2.06M -$423K -14,398 -19%
DCM
97
Driehaus Capital Management
Illinois
$1.99M -$3.08M -104,623 -63%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.98M +$372K +12,672 +27%
GCP
99
GSA Capital Partners
United Kingdom
$1.96M +$467K +15,879 +36%
AR
100
Advisory Research
Illinois
$1.95M +$386K +13,119 +28%
2 3
4
5 6

EVTC Hedge Fund Activity: Q2 2019 in Review

218 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2019, worth a combined $1.91B — up 19% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of EVTC and 26 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 87 added.

The largest buyer was Nuveen, opening a new position worth an estimated $32.6M. The largest seller was Millennium Management, cutting an estimated $35.7M.

  • 218 institutional investors held Evertec (EVTC) as of Q2 2019, down from 227 in Q1 2019.
  • Funds reported $1.91B of Evertec stock for Q2 2019, up 19% quarter-over-quarter.
  • 26 funds opened new Evertec positions in Q2 2019 and 32 closed out, a net change of -6 holders.
  • The largest Evertec buyer in Q2 2019 was Nuveen, an estimated $32.6M added.
  • The largest Evertec seller in Q2 2019 was Millennium Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2019.