Evertec
EVTC
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, 86 increasing their positions, 75 reducing their positions, and 32 closing their positions.
31,400% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $9K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $1.61B → $1.91B (+$307M)
15% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 75
1.3% more ownership
Funds ownership: 79.78% → 81.08% (+1.3%)
4% less funds holding
Funds holding: 227 → 218 (-9)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$32.6M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$12.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.9M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$9.75M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$8.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$35.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.08M |
| 4 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$3.88M |
| 5 |
Goldman Sachs
New York
|
-$3.52M |
EVTC Hedge Fund Activity: Q2 2019 in Review
218 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2019, worth a combined $1.91B — up 19% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of EVTC and 26 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 86 added.
The largest buyer was Nuveen, opening a new position worth an estimated $32.6M. The largest seller was Millennium Management, cutting an estimated $35.7M.
- 218 institutional investors held Evertec (EVTC) as of Q2 2019, down from 227 in Q1 2019.
- Funds reported $1.91B of Evertec stock for Q2 2019, up 19% quarter-over-quarter.
- 26 funds opened new Evertec positions in Q2 2019 and 32 closed out, a net change of -6 holders.
- The largest Evertec buyer in Q2 2019 was Nuveen, an estimated $32.6M added.
- The largest Evertec seller in Q2 2019 was Millennium Management, an estimated $35.7M sold.
Based on aggregated 13F filings for Q2 2019.