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Evertec

189 hedge funds and large institutions have $1.43B invested in Evertec in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

103,950% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $2K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$155M)

3% more funds holding

Funds holding: 184189 (+5)

0.36% more ownership

Funds ownership: 81.45%81.81% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
67
Reduced
71
Closed
18
Calls
$2.08M
Puts
$2K
Net Calls
+$2.08M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
151
Krane Funds Advisors
New York
$235K -$157K -6,638 -40%
SSA
152
Schonfeld Strategic Advisors
New York
$229K +$225K +9,500 New
MCM
153
McKinley Capital Management
Alaska
$219K -$18.5K -782 -8%
ProShare Advisors
154
ProShare Advisors
Maryland
$216K -$23.6K -994 -10%
QCMC
155
Quantum Capital Management (California)
California
$211K -$90.9K -3,834 -30%
FHB
156
First Hawaiian Bank
Hawaii
$191K +$188K +7,910 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$171K +$66K +2,782 +64%
HFM
158
Harvest Fund Management
China
$150K +$118K +4,971 +392%
AIP
159
Ameritas Investment Partners
Nebraska
$122K
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$85.5K +$6.52K +275 +8%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$84K
HSA
162
Hussman Strategic Advisors
Maryland
$80K
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K
SQA
164
Simon Quick Advisors
New Jersey
$65K -$32.4K -1,366 -34%
Federated Hermes
165
Federated Hermes
Pennsylvania
$64K -$8.89K -375 -12%
QT
166
Quantbot Technologies
New York
$49K +$48.9K +2,063 New
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$46K +$11.3K +477 +34%
LIA
168
LS Investment Advisors
Michigan
$42K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$39K +$1.09K +46 +3%
Loomis, Sayles & Company
170
Loomis, Sayles & Company
Massachusetts
$37K -$1.54K -65 -4%
MAM
171
Meeder Asset Management
Ohio
$37K +$23.5K +992 +180%
AIM
172
Anchor Investment Management
South Carolina
$36.1K -$119K -5,000 -77%
Macquarie Group
173
Macquarie Group
Australia
$35K -$427K -18,000 -93%
MOACM
174
Mutual of America Capital Management
New York
$28K +$22K +929 +420%
Fuller & Thaler Asset Management
175
Fuller & Thaler Asset Management
California
$24K

EVTC Hedge Fund Activity: Q3 2018 in Review

189 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2018, worth a combined $1.43B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EVTC positions and 18 closed out — a net gain of 7 holders — while 67 added to existing stakes and 71 trimmed.

The largest buyer was Man Group, adding an estimated $18.3M. The largest seller was Wellington Management Group, cutting an estimated $25.7M.

  • 189 institutional investors held Evertec (EVTC) as of Q3 2018, up from 184 in Q2 2018.
  • Funds reported $1.43B of Evertec stock for Q3 2018, up 12% quarter-over-quarter.
  • 25 funds opened new Evertec positions in Q3 2018 and 18 closed out, a net change of +7 holders.
  • The largest Evertec buyer in Q3 2018 was Man Group, an estimated $18.3M added.
  • The largest Evertec seller in Q3 2018 was Wellington Management Group, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2018.