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Evertec
EVTC

Overview Fund Activity

184 hedge funds and large institutions have $1.28B invested in Evertec in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+26
Holders Change %
+16.46%
% of All Funds
4.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
66
Reduced
51
Closed
18
Calls
$815K
Puts
$452K
Net Calls
+$363K
Net Calls Change
+$744K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M
2
CRCP
2
Copper Rock Capital Partners
Massachusetts
$21.6M
3
BlackRock
3
BlackRock
New York
$185M
4
WRF
4
Waddell & Reed Financial
Kansas
$14.7M
5
CM
5
Castleark Management
Illinois
$12.3M

Top Sellers

1
GA
1
Glenhill Advisors
New York
$0
2
RC
2
Rivulet Capital
New Jersey
$48.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$47.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.86M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$142K +$32.8K +1,500 +30%
AIP
152
Ameritas Investment Partners
Nebraska
$111K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$109K +$41K +1,871 +60%
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$97K +$97K +4,450 New
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$95K -$2.87K -131 -3%
SQA
156
Simon Quick Advisors
New Jersey
$88K +$88K +4,055 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$77K – – –
HSA
158
Hussman Strategic Advisors
Maryland
$72K +$72K +3,300 New
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$71.5K -$355K -16,256 -83%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$68K – – –
Federated Hermes
161
Federated Hermes
Pennsylvania
$67K +$8.11K +371 +14%
ClearBridge Investments
162
ClearBridge Investments
New York
$58K -$131 -6 -0.2%
LIA
163
LS Investment Advisors
Michigan
$38K – – –
Loomis, Sayles & Company
164
Loomis, Sayles & Company
Massachusetts
$35K -$12K -545 -26%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$35K +$9.18K +416 +36%
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$32K +$23.3K +1,031 +267%
HFM
167
Harvest Fund Management
China
$28K +$28K +1,267 New
Fuller & Thaler Asset Management
168
Fuller & Thaler Asset Management
California
$22K – – –
AG
169
Advisor Group
Arizona
$17K +$1.91K +87 +13%
CLM
170
ClearBridge LLC (Maryland)
Maryland
$13.9K +$1.42K +64,920 +11%
MAM
171
Meeder Asset Management
Ohio
$12K +$12K +551 New
IA
172
IFP Advisors
Florida
$6K -$124K -5,484 -95%
FHA
173
Flagship Harbor Advisors
Massachusetts
$6K +$6K +297 New
MOACM
174
Mutual of America Capital Management
New York
$5K +$5K +221 New
FGAM
175
Financial Gravity Asset Management
Texas
$4K +$3.97K +145 +14,500%
4 5 6
7
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