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Evertec
EVTC

222 hedge funds and large institutions have $2B invested in Evertec in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more call options, than puts

Call options by funds: $78K | Put options by funds: $6K

11% more capital invested

Capital invested by funds: $1.8B → $2B (+$194M)

1.27% more ownership

Funds ownership: 80.3% → 81.57% (+1.3%)

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

8% less funds holding

Funds holding: 240 → 222 (-18)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

Holders
222
Holders Change
-18
Holders Change %
-7.5%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
84
Reduced
91
Closed
37
Calls
$78K
Puts
$6K
Net Calls
+$72K
Net Calls Change
+$53K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$28.1M
2
American Century Companies
American Century Companies
Missouri
+$12.6M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$11.2M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$8.61M
5
ClearBridge Investments
ClearBridge Investments
New York
+$7.71M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$14.3M
3
CM
Castleark Management
Illinois
-$9.86M
4
BC
Beaconlight Capital
New York
-$9.79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
101
UBS AM
Illinois
$2.19M -$99.2K -3,133 -5%
Comerica Bank
102
Comerica Bank
Texas
$1.94M +$5.42K +171 +0.3%
Citadel Advisors
103
Citadel Advisors
Florida
$1.83M +$1.14M +36,140 +203%
Holocene Advisors
104
Holocene Advisors
New York
$1.83M +$1.05M +33,245 +161%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$1.79M +$1.31M +41,428 +373%
PP
106
PDT Partners
New York
$1.79M +$146K +4,610 +10%
AC
107
Aristides Capital
Kentucky
$1.74M +$1.62M +51,000 New
HSA
108
Hussman Strategic Advisors
Maryland
$1.7M +$1.58M +50,000 New
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$1.69M -$197K -6,220 -11%
GC
110
Globeflex Capital
California
$1.65M +$63.5K +2,004 +4%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$1.62M +$3.14K +99 +0.2%
CS
112
Credit Suisse
Switzerland
$1.58M -$670K -21,160 -31%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$1.53M -$30.7K -970 -2%
CSS
114
Cubist Systematic Strategies
Connecticut
$1.51M -$992K -31,312 -41%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.49M +$1.39M +43,900 New
AIG
116
American International Group
New York
$1.49M -$36.8K -1,163 -3%
SIM
117
Spark Investment Management
New York
$1.44M +$1.34M +42,400 New
TPSF
118
Texas Permanent School Fund
Texas
$1.39M +$6.3K +199 +0.5%
TYCC
119
Texas Yale Capital Corp
Florida
$1.36M – – –
ASRS
120
Arizona State Retirement System
Arizona
$1.35M -$960K -30,309 -43%
OAM
121
Oxford Asset Management
United Kingdom
$1.34M -$558K -17,620 -31%
SGAM
122
Smith Group Asset Management
Texas
$1.26M -$19K -600 -2%
3C
123
361 Capital
Colorado
$1.17M -$1.2M -37,850 -53%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$1.12M +$805K +25,407 +333%
Two Sigma Advisers
125
Two Sigma Advisers
New York
$1.12M +$1.04M +32,900 New
3 4
5
6 7

EVTC Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2019, worth a combined $2B — up 11% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EVTC and 25 opened new positions — a net loss of 12 holders — while 91 trimmed existing stakes and 84 added.

The largest buyer was Boston Partners, adding an estimated $28.1M. The largest seller was Bank of Montreal, cutting an estimated $14.5M.

  • 222 institutional investors held Evertec (EVTC) as of Q4 2019, down from 240 in Q3 2019.
  • Funds reported $2B of Evertec stock for Q4 2019, up 11% quarter-over-quarter.
  • 25 funds opened new Evertec positions in Q4 2019 and 37 closed out, a net change of -12 holders.
  • The largest Evertec buyer in Q4 2019 was Boston Partners, an estimated $28.1M added.
  • The largest Evertec seller in Q4 2019 was Bank of Montreal, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2019.