EVTC icon

Evertec
EVTC

Overview Fund Activity

222 hedge funds and large institutions have $2B invested in Evertec in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-18
Holders Change %
-7.5%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
84
Reduced
91
Closed
37
Calls
$78K
Puts
$6K
Net Calls
+$72K
Net Calls Change
+$53K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$54.4M
2
American Century Companies
American Century Companies
Missouri
$52.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$57.6M
4
Federated Hermes
Federated Hermes
Pennsylvania
$15.5M
5
ClearBridge Investments
ClearBridge Investments
New York
$24.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
$867K
3
CM
Castleark Management
Illinois
$0
4
BC
Beaconlight Capital
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$42K +$42K +1,243 New
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$37K +$17.1K +500 +86%
FGAM
203
Financial Gravity Asset Management
Texas
$34K -$39.2K -60 -54%
Fidelity International
204
Fidelity International
Bermuda
$34K +$34K +1,000 New
SWA
205
Sutton Wealth Advisors
Florida
$32.3K – – –
MAM
206
Meeder Asset Management
Ohio
$32K -$84.2K -2,486 -72%
PCM
207
Prelude Capital Management
New York
$32K -$56.6K -1,644 -64%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$21K +$2.18K +63 +12%
GRP
209
Global Retirement Partners
California
$21K +$3.55K +104 +20%
AssetMark Inc
210
AssetMark Inc
California
$16K +$5.46K +161 +52%
RIA
211
Realta Investment Advisors
Delaware
$6K -$36.7K -1,010 -86%
VCM
212
Versant Capital Management
Arizona
$6K -$533 -16 -8%
IA
213
IFP Advisors
Florida
$5K +$3K +286 +151%
TWA
214
TCI Wealth Advisors
Arizona
$3K – – –
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$3K +$438 +14 +17%
AS
216
Altshuler Shaham
Israel
$3K +$2.55K +86 +573%
HGWM
217
Harvest Group Wealth Management
Massachusetts
$2K – – –
HAM
218
Highstreet Asset Management
Ontario, Canada
$1K – – –
HR
219
Howe & Rusling
New York
$1K +$1K +30 New
APA
220
American Portfolios Advisors
New York
$443 – – –
CM
221
Castleark Management
Illinois
– -$9.86M -315,842 Closed
BC
222
Beaconlight Capital
New York
– -$9.79M -313,546 Closed
DCM
223
Driehaus Capital Management
Illinois
– -$4.11M -131,493 Closed
IP
224
Interval Partners
New York
– -$3.32M -106,314 Closed
JAM
225
Jupiter Asset Management
United Kingdom
– -$2.09M -66,848 Closed
7 8
9
10 11