Evertec
EVTC
214 hedge funds and large institutions have $1.68B invested in Evertec in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 28 closing their positions.
93% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 28
17% more capital invested
Capital invested by funds: $1.43B → $1.68B (+$247M)
13% more funds holding
Funds holding: 189 → 214 (+25)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.01% less ownership
Funds ownership: 81.81% → 80.8% (-1%)
14% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 79
64% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $2.88M
Top Buyers
| 1 |
Renaissance Technologies
New York
|
+$18.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.6M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$13.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$12.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$12M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.5M |
| 2 |
Millennium Management
New York
|
-$21.4M |
| 3 |
Pzena Investment Management
New York
|
-$17.4M |
| 4 |
SI
Sapience Investments
Newport Beach,
California
|
-$9.42M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$7.74M |
EVTC Hedge Fund Activity: Q4 2018 in Review
214 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2018, worth a combined $1.68B — up 17% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new EVTC positions and 28 closed out — a net gain of 26 holders — while 68 added to existing stakes and 79 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $18.4M. The largest seller was Fidelity Investments, cutting an estimated $74.5M.
- 214 institutional investors held Evertec (EVTC) as of Q4 2018, up from 189 in Q3 2018.
- Funds reported $1.68B of Evertec stock for Q4 2018, up 17% quarter-over-quarter.
- 54 funds opened new Evertec positions in Q4 2018 and 28 closed out, a net change of +26 holders.
- The largest Evertec buyer in Q4 2018 was Renaissance Technologies, an estimated $18.4M added.
- The largest Evertec seller in Q4 2018 was Fidelity Investments, an estimated $74.5M sold.
Based on aggregated 13F filings for Q4 2018.