Evertec
EVTC
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.
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: 184 → 189 (+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: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$18.3M |
| 2 |
Renaissance Technologies
New York
|
+$17.1M |
| 3 |
ClearBridge Investments
New York
|
+$15M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$14.5M |
| 5 |
EMG
ETF Managers Group
Summit,
New Jersey
|
+$9.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.4M |
| 3 |
Pzena Investment Management
New York
|
-$10.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$9.17M |
| 5 |
RC
Rivulet Capital
Summit,
New Jersey
|
-$8.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Two Sigma Investments
New York
| – | -$205K | -9,373 | Closed |
|
|
TI
202
Trexquant Investment
Stamford,
Connecticut
| – | -$200K | -9,132 | Closed |
|
203
Pacer Advisors
Malvern,
Pennsylvania
| – | -$97K | -4,450 | Closed |
|
|
IA
204
IFP Advisors
Tampa,
Florida
| – | -$6K | -266 | Closed |
|
|
CAG
205
Csenge Advisory Group
Clearwater,
Florida
| – | +$403 | +17 | New |
|
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.