Evertec
EVTC
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.
1,200% more call options, than puts
Call options by funds: $78K | Put options by funds: $6K
11% more capital invested
Capital invested by funds: $1.8B → $2B (+$194M)
1.27% more ownership
Funds ownership: 80.3% → 81.57% (+1.3%)
8% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 91
8% less funds holding
Funds holding: 240 → 222 (-18)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 37
Top Buyers
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$28.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$12.6M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$8.61M |
| 5 |
ClearBridge Investments
New York
|
+$7.71M |
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.5M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$14.3M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
-$9.86M |
| 4 |
BC
Beaconlight Capital
New York
|
-$9.79M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.91M |
EVTC Hedge Fund Activity: Q4 2019 in Review
222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2019, worth a combined $2B — up 11% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of EVTC and 25 opened new positions — a net loss of 12 holders — while 91 trimmed existing stakes and 84 added.
The largest buyer was Boston Partners, adding an estimated $28.1M. The largest seller was Bank of Montreal, cutting an estimated $14.5M.
- 222 institutional investors held Evertec (EVTC) as of Q4 2019, down from 240 in Q3 2019.
- Funds reported $2B of Evertec stock for Q4 2019, up 11% quarter-over-quarter.
- 25 funds opened new Evertec positions in Q4 2019 and 37 closed out, a net change of -12 holders.
- The largest Evertec buyer in Q4 2019 was Boston Partners, an estimated $28.1M added.
- The largest Evertec seller in Q4 2019 was Bank of Montreal, an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2019.