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Evertec

238 hedge funds and large institutions have $2.18B invested in Evertec in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.26% less ownership

Funds ownership: 82.41%82.15% (-0.26%)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

3% less funds holding

Funds holding: 245238 (-7)

10% less capital invested

Capital invested by funds: $2.43B → $2.18B (-$249M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $177K

Holders
238
Holders Change
-7
Holders Change %
-2.86%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
83
Reduced
84
Closed
32
Calls
Puts
$177K
Net Calls
-$177K
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$2.71K +$1.45K +38 +146%
VCM
227
Versant Capital Management
Arizona
$2K -$841 -22 -27%
CFGS
228
Concourse Financial Group Securities
Alabama
$2K
FF
229
FourThought Financial
Florida
$2K
JWA
230
JFS Wealth Advisors
Pennsylvania
$2K +$1.38K +36 +157%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$1.36K -$372K -9,749 -21%
FPS
232
Fieldpoint Private Securities
Connecticut
$1K -$145K -3,792 -99%
ACM
233
AUA Capital Management
Pennsylvania
$1K -$841 -22 -39%
HR
234
Howe & Rusling
New York
$1K -$267 -7 -19%
QCG
235
Quadrant Capital Group
Ohio
$1K
SC
236
Schubert & Co
Texas
$1K +$382 +10 +83%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.41K +37 New
CIS
238
Capital International Sarl
California
-$4.66M -113,740 Closed
Los Angeles Capital Management
239
Los Angeles Capital Management
California
-$1.23M -29,990 Closed
Arrowstreet Capital
240
Arrowstreet Capital
Massachusetts
-$997K -24,358 Closed
CI Investments Inc
241
CI Investments Inc
Ontario, Canada
-$649K -15,845 Closed
Squarepoint
242
Squarepoint
New York
-$511K -12,495 Closed
Allianz Asset Management
243
Allianz Asset Management
Germany
-$448K -10,948 Closed
EA
244
Ellsworth Advisors
Ohio
-$402K -9,798 Closed
NC
245
NinePointTwo Capital
California
-$366K -8,961 Closed
DTL
246
Dynamic Technology Lab
Singapore
-$357K -8,720 Closed
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
-$326K -7,957 Closed
Citadel Advisors
248
Citadel Advisors
Florida
-$311K -7,604 Closed
BCM
249
Bayesian Capital Management
New York
-$298K -7,282 Closed
PA
250
Profund Advisors
Maryland
-$250K -6,096 Closed

EVTC Hedge Fund Activity: Q2 2022 in Review

238 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2022, worth a combined $2.18B — down 10% from $2.43B a quarter earlier.

Fund positioning in EVTC was balanced in Q2 2022: 32 funds opened new positions, 32 closed out, 83 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.31M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $17.6M.

  • 238 institutional investors held Evertec (EVTC) as of Q2 2022, down from 245 in Q1 2022.
  • Funds reported $2.18B of Evertec stock for Q2 2022, down 10% quarter-over-quarter.
  • 32 funds opened new Evertec positions in Q2 2022 and 32 closed out, a net change of 0 holders.
  • The largest Evertec buyer in Q2 2022 was Morgan Stanley, an estimated $8.31M added.
  • The largest Evertec seller in Q2 2022 was Fuller & Thaler Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.