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Evertec
EVTC

Overview Fund Activity

200 hedge funds and large institutions have $2.01B invested in Evertec in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
39
Increased
51
Reduced
88
Closed
28
Calls
$1.66M
Puts
$874K
Net Calls
+$782K
Net Calls Change
+$1.06M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$51.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$23.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$15.2M
4
PCM
Pentwater Capital Management
Florida
$12.9M
5
Capital International Investors
Capital International Investors
California
$36M

Top Sellers

1
RC
Rivulet Capital
New Jersey
$124M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
3
Bessemer Group
Bessemer Group
New Jersey
$2.04M
4
Vanguard Group
Vanguard Group
Pennsylvania
$242M
5
BlackRock
BlackRock
New York
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWILP
126
Kiwi Wealth Investments Limited Partnership
New Zealand
$632K +$632K +18,218 New
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$624K -$54.7K -1,575 -8%
PP
128
Paloma Partners
Connecticut
$604K +$604K +17,393 New
AWM
129
Avior Wealth Management
Nebraska
$594K +$594K +17,138 New
LPL Financial
130
LPL Financial
California
$580K +$20.6K +593 +4%
FIM
131
Freedom Investment Management
Connecticut
$573K -$46.3K -1,334 -7%
Verition Fund Management
132
Verition Fund Management
Connecticut
$555K +$253K +7,287 +84%
M&T Bank
133
M&T Bank
New York
$535K -$236K -6,781 -31%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$531K – – –
Two Sigma Investments
135
Two Sigma Investments
New York
$526K +$526K +15,149 New
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$500K – – –
TAM
137
THB Asset Management
Connecticut
$483K +$416 +12 +0.1%
CSS
138
Cubist Systematic Strategies
Connecticut
$460K -$1.43M -41,284 -76%
FL
139
Fort LP
Maryland
$443K +$189K +5,436 +74%
BF
140
BOK Financial
Oklahoma
$434K +$434K +12,505 New
NB
141
Nicolet Bankshares
Wisconsin
$433K -$3.47K -100 -0.8%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$425K -$115K -3,307 -21%
SSA
143
Schonfeld Strategic Advisors
New York
$422K +$422K +12,167 New
CA
144
Continental Advisors
Utah
$409K -$2.59M -74,710 -86%
KeyBank National Association
145
KeyBank National Association
Ohio
$399K +$763 +22 +0.2%
SIM
146
Spark Investment Management
New York
$395K – – –
ECM
147
Everence Capital Management
Indiana
$375K – – –
JIR
148
James Investment Research
Ohio
$375K +$375K +10,800 New
RA
149
Raffles Associates
New York
$347K +$347K +10,000 New
QC
150
Quadrature Capital
United Kingdom
$342K +$342K +9,845 New
4 5
6
7 8