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EVTC

Overview Fund Activity

218 hedge funds and large institutions have $1.91B invested in Evertec in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-9
Holders Change %
-3.96%
% of All Funds
4.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
87
Reduced
74
Closed
32
Calls
$2.84M
Puts
$9K
Net Calls
+$2.83M
Net Calls Change
-$2.93M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$36.3M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$13.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.1M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$37.8M
5
EAM
Eagle Asset Management
Florida
$9.62M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.92M
3
Vanguard Group
Vanguard Group
Pennsylvania
$209M
4
CRCP
Copper Rock Capital Partners
Massachusetts
$21.3M
5
Goldman Sachs
Goldman Sachs
New York
$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$44K +$42.1K +1,288 +2,260%
SWA
202
Sutton Wealth Advisors
Florida
$31K – – –
TIS
203
Tortoise Index Solutions
Kansas
$29K – – –
GRP
204
Global Retirement Partners
California
$18K +$1.4K +42 +8%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$18K +$1.46K +44 +9%
AG
206
Aperio Group
California
$12K +$12K +371 New
AssetMark Inc
207
AssetMark Inc
California
$10K – – –
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$7K – – –
VCM
209
Versant Capital Management
Arizona
$6K +$3.06K +100 +104%
HMS
210
Hanseatic Management Services
New Mexico
$3K +$434 +12 +17%
HGWM
211
Harvest Group Wealth Management
Massachusetts
$2K – – –
TWA
212
TCI Wealth Advisors
Arizona
$2K – – –
PCP
213
Proficio Capital Partners
Massachusetts
$2K – – –
FGAM
214
Financial Gravity Asset Management
Texas
$2K +$929 +26 +87%
PCG
215
Private Capital Group
Connecticut
$2K +$2K +97 New
MUAMU
216
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.34K – – –
JCM
217
Julex Capital Management
Massachusetts
$1K -$347 -17 -26%
HAM
218
Highstreet Asset Management
Ontario, Canada
$1K +$1K +31 New
LSV Asset Management
219
LSV Asset Management
Illinois
– -$2M -71,900 Closed
AIM
220
Alambic Investment Management
California
– -$1.62M -58,115 Closed
Two Sigma Investments
221
Two Sigma Investments
New York
– -$1.17M -41,969 Closed
JFG
222
Jefferies Financial Group
New York
– -$952K -34,217 Closed
SSA
223
Schonfeld Strategic Advisors
New York
– -$934K -33,600 Closed
BAM
224
Blueshift Asset Management
New Jersey
– -$794K -28,534 Closed
HSA
225
Hussman Strategic Advisors
Maryland
– -$787K -28,300 Closed
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