Evertec
EVTC
227 hedge funds and large institutions have $1.6B invested in Evertec in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 24 closing their positions.
1,429% more call options, than puts
Call options by funds: $6.16M | Put options by funds: $403K
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
11% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 79
6% more funds holding
Funds holding: 214 → 227 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $1.68B → $1.6B (-$77.3M)
1.09% less ownership
Funds ownership: 80.8% → 79.71% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$27.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.3M |
| 3 |
RC
Rivulet Capital
Summit,
New Jersey
|
+$14.1M |
| 4 |
Renaissance Technologies
New York
|
+$11.8M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.8M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$12M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$11.9M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$11.8M |
EVTC Hedge Fund Activity: Q1 2019 in Review
227 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2019, worth a combined $1.6B — down 4.6% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EVTC positions and 24 closed out — a net gain of 14 holders — while 88 added to existing stakes and 79 trimmed.
The largest buyer was Millennium Management, adding an estimated $27.2M. The largest seller was Fidelity Investments, cutting an estimated $92.6M.
- 227 institutional investors held Evertec (EVTC) as of Q1 2019, up from 214 in Q4 2018.
- Funds reported $1.6B of Evertec stock for Q1 2019, down 4.6% quarter-over-quarter.
- 38 funds opened new Evertec positions in Q1 2019 and 24 closed out, a net change of +14 holders.
- The largest Evertec buyer in Q1 2019 was Millennium Management, an estimated $27.2M added.
- The largest Evertec seller in Q1 2019 was Fidelity Investments, an estimated $92.6M sold.
Based on aggregated 13F filings for Q1 2019.