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Evertec
EVTC

Overview Fund Activity

129 hedge funds and large institutions have $1.47B invested in Evertec in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
44
Reduced
52
Closed
13
Calls
$1.01M
Puts
$447K
Net Calls
+$560K
Net Calls Change
-$553K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$131M
2
MNA
2
Manning & Napier Advisors
New York
$149M
3
FCP
3
Fine Capital Partners
New York
$52.6M
4
Boston Partners
4
Boston Partners
Massachusetts
$10.7M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$5.7M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$2.65M
2
Wells Fargo
2
Wells Fargo
California
$53.5M
3
Norges Bank
3
Norges Bank
Norway
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$652K
5
WRF
5
Waddell & Reed Financial
Kansas
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
MNA
1
Manning & Napier Advisors
New York
$149M 6,671,382 +1,006,440 +18%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$131M 5,882,155 +1,691,931 +40%
WRF
3
Waddell & Reed Financial
Kansas
$108M 4,826,970 -445,140 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$86.9M 3,891,831 +23,165 +0.6%
SAS
5
Sarbit Advisory Services
Manitoba, Canada
$60M 2,137,000 – –
TCM
6
TimesSquare Capital Management
New York
$55.2M 2,469,585 -20,540 -0.8%
Wells Fargo
7
Wells Fargo
California
$53.5M 2,396,954 -666,578 -22%
FCP
8
Fine Capital Partners
New York
$52.6M 2,352,976 +963,610 +69%
RCM
9
Roystone Capital Management
New York
$51.7M 2,312,616 – –
Wellington Management Group
10
Wellington Management Group
Massachusetts
$50M 2,235,904 +212,370 +10%
CI
11
Cambiar Investors
Colorado
$41M 1,835,667 -5,208 -0.3%
BIT
12
BlackRock Institutional Trust
California
$39.9M 1,786,863 -96,880 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$33.4M 1,496,239 -151,422 -9%
BFA
14
BlackRock Fund Advisors
California
$32.4M 1,449,575 -38,964 -3%
American Century Companies
15
American Century Companies
Missouri
$32.4M 1,448,956 +202,452 +16%
KAM
16
Keeley Asset Management
Illinois
$31.2M 1,395,470 -3,000 -0.2%
EIP
17
Epoch Investment Partners
New York
$26M 1,163,895 +244,000 +27%
EAM
18
Eagle Asset Management
Florida
$26M 1,161,632 -3,015 -0.3%
State Street
19
State Street
Massachusetts
$23.6M 1,056,881 +46,301 +5%
Goldman Sachs
20
Goldman Sachs
New York
$22.4M 1,004,470 -83,027 -8%
CM
21
Corvex Management
New York
$21.1M 943,000 -301,601 -24%
PCM
22
Penn Capital Management
Pennsylvania
$18.3M 821,014 -26,072 -3%
CCP
23
Clough Capital Partners
Massachusetts
$17.5M 784,484 -20,200 -3%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$16.5M 737,069 +21,300 +3%
Northern Trust
25
Northern Trust
Illinois
$16.2M 726,740 +250,903 +53%
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