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Evertec
EVTC

Overview Fund Activity

227 hedge funds and large institutions have $1.6B invested in Evertec in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
88
Reduced
79
Closed
24
Calls
$6.16M
Puts
$403K
Net Calls
+$5.76M
Net Calls Change
+$7.61M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$45.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$16M
3
RC
3
Rivulet Capital
New Jersey
$59.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.9M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$22.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$20.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$26.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$98K -$17.9K -644 -15%
SQA
202
Simon Quick Advisors
New Jersey
$90K – – –
MCM
203
McKinley Capital Management
Alaska
$85K – – –
NIT
204
NumerixS Investment Technologies
British Columbia, Canada
$84K +$84K +3,000 New
PCM
205
Prelude Capital Management
New York
$84K +$84K +3,016 New
HIIFS
206
Harel Insurance Investments & Financial Services
Israel
$83K +$83K +3,000 New
AG
207
Advisor Group
Arizona
$69K +$64.1K +2,291 +1,317%
LIA
208
LS Investment Advisors
Michigan
$51K – – –
MOACM
209
Mutual of America Capital Management
New York
$48K +$6.02K +216 +14%
SWA
210
Sutton Wealth Advisors
Florida
$26.4K – – –
TIS
211
Tortoise Index Solutions
Kansas
$24K +$24K +874 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$14K +$169 +6 +1%
GRP
213
Global Retirement Partners
California
$14K +$3.5K +125 +33%
AssetMark Inc
214
AssetMark Inc
California
$8K +$8K +297 New
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$6K +$6K +200 New
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
CAM
217
Cresset Asset Management
Illinois
$3K -$155 -6 -5%
HMS
218
Hanseatic Management Services
New Mexico
$2K -$2.06K -73 -51%
VCM
219
Versant Capital Management
Arizona
$2K – – –
TWA
220
TCI Wealth Advisors
Arizona
$2K – – –
US Bancorp
221
US Bancorp
Minnesota
$2K – – –
HGWM
222
Harvest Group Wealth Management
Massachusetts
$2K +$2K +62 New
JCM
223
Julex Capital Management
Massachusetts
$1.84K +$1.84K +66 New
MUAMU
224
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.14K – – –
FGAM
225
Financial Gravity Asset Management
Texas
$1K +$1K +30 New
7 8
9
10 11