EVTC icon

Evertec
EVTC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
67
Reduced
71
Closed
18
Calls
$2.08M
Puts
$2K
Net Calls
+$2.08M
Net Calls Change
+$1.72M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$38.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.4M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$15.4M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$35.7M
5
EMG
5
ETF Managers Group
New Jersey
$9.49M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$39.4M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$18M
4
American Century Companies
4
American Century Companies
Missouri
$24.9M
5
RC
5
Rivulet Capital
New Jersey
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$209M +$4.77M +197,923 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M +$3.42M +141,921 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M +$3.18M +131,872 +2%
State Street
4
State Street
Massachusetts
$45.8M +$5.97M +247,692 +15%
RC
5
Rivulet Capital
New Jersey
$44.8M -$8.87M -368,036 -17%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$39.4M -$12.6M -521,487 -24%
Man Group
7
Man Group
United Kingdom
$38.7M +$18.6M +770,031 +92%
Millennium Management
8
Millennium Management
New York
$36.1M +$2.18M +90,633 +6%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$35.7M +$14.7M +611,311 +70%
Norges Bank
10
Norges Bank
Norway
$33.6M -$3.08M -127,716 -8%
Renaissance Technologies
11
Renaissance Technologies
New York
$27.4M +$17.4M +721,400 +173%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$26.6M +$5.53M +229,305 +26%
American Century Companies
13
American Century Companies
Missouri
$24.9M -$9.33M -387,009 -27%
CRCP
14
Copper Rock Capital Partners
Massachusetts
$23.7M +$171K +7,145 +0.7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$20.4M +$1.66M +68,916 +9%
Northern Trust
16
Northern Trust
Illinois
$19.9M +$486K +20,162 +3%
NSAM
17
North Star Asset Management
Wisconsin
$19.5M -$231K -9,575 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$19.1M +$814K +33,767 +4%
TA
19
Teachers Advisors
New York
$18.7M +$663K +27,510 +4%
Pzena Investment Management
20
Pzena Investment Management
New York
$18M -$10.5M -437,257 -37%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$16.6M -$26.1M -1,083,790 -61%
ClearBridge Investments
22
ClearBridge Investments
New York
$15.4M +$15.3M +634,379 +23,930%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$15.1M -$139K -5,771 -0.9%
CM
24
Castleark Management
Illinois
$14.7M +$1.07M +44,438 +8%
Morgan Stanley
25
Morgan Stanley
New York
$14M +$4.22M +175,195 +43%
1
2 3 4 5