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Evertec
EVTC

Overview Fund Activity

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
Holders
222
Holders Change
-18
Holders Change %
-7.5%
% of All Funds
4.38%
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
+$30.2M
2
American Century Companies
American Century Companies
Missouri
+$13.5M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$12M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$9.25M
5
ClearBridge Investments
ClearBridge Investments
New York
+$8.29M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$15.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$15.3M
3
CM
Castleark Management
Illinois
-$9.86M
4
BC
Beaconlight Capital
New York
-$9.79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$1.11M -$655K -19,257 -37%
SO
127
STRS Ohio
Ohio
$1.1M – – –
BPM
128
Bowling Portfolio Management
Ohio
$1.09M -$433K -12,727 -28%
Jennison Associates
129
Jennison Associates
New York
$1.02M -$40.4K -1,186 -4%
EGM
130
Engineers Gate Manager
New York
$974K -$1.33M -39,130 -58%
RA
131
Royce & Associates
New York
$936K +$307K +9,020 +49%
PI
132
PineBridge Investments
New York
$900K -$797K -23,406 -47%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$888K +$8.55K +251 +1%
MIM
134
MetLife Investment Management
New Jersey
$886K – – –
Allianz Asset Management
135
Allianz Asset Management
Germany
$867K -$15.3M -450,285 -95%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$855K -$923K -27,141 -52%
KBC Group
137
KBC Group
Belgium
$855K – – –
ZIM
138
Zacks Investment Management
Illinois
$854K – – –
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$853K -$144K -4,221 -14%
AR
140
Advisory Research
Illinois
$823K -$558K -16,384 -40%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$823K – – –
HW
142
Hancock Whitney
Mississippi
$808K +$1.5K +44 +0.2%
BIM
143
Bogle Investment Management
Massachusetts
$797K +$797K +23,400 New
NA
144
Navellier & Associates
Nevada
$782K -$1.78M -52,275 -69%
HF
145
HRT Financial
New York
$757K +$253K +7,438 +50%
YMRC
146
Yorktown Management & Research Company
Virginia
$752K +$34K +1,000 +5%
MSA
147
Mason Street Advisors
Wisconsin
$708K +$17.8K +522 +3%
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$694K -$58.2K -1,710 -8%
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$689K -$374 -11 -0.1%
FL
150
Fort LP
Maryland
$671K -$986K -28,975 -60%
4 5
6
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