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Evertec

250 hedge funds and large institutions have $2B invested in Evertec in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $884K | Put options by funds: $210K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 250250 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 97.21%97.01% (-0.19%)

2% less capital invested

Capital invested by funds: $2.03B → $2B (-$38.6M)

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 95

Holders
250
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
86
Reduced
95
Closed
30
Calls
$884K
Puts
$210K
Net Calls
+$674K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
226
Money Concepts Capital
Florida
$5.22K +$5.29K +161 New
SC
227
Solstein Capital
California
$5.12K
TWA
228
TCI Wealth Advisors
Arizona
$5.05K +$5.03K +153 +5,100%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$4.11K +$2.17K +66 +108%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$3.5K -$2.96K -90 -45%
SO
231
STRS Ohio
Ohio
$3K
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.55K +$164 +5 +12%
FFA
233
Farther Finance Advisors
California
$1.52K +$1.54K +47 New
GRP
234
Global Retirement Partners
California
$1.43K
ACM
235
AUA Capital Management
Pennsylvania
$1.13K
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.13K +$559 +17 +94%
QCG
237
Quadrant Capital Group
Ohio
$1.1K
Lazard Asset Management
238
Lazard Asset Management
New York
$1K -$259K -7,884 -100%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$1K +$920 +28 New
FGAM
240
Financial Gravity Asset Management
Texas
$911 +$1.05K +32 New
EWA
241
EverSource Wealth Advisors
Alabama
$907 -$2.96K -90 -76%
CWP
242
Concord Wealth Partners
Virginia
$907 +$920 +28 New
CFGS
243
Concourse Financial Group Securities
Alabama
$906
SC
244
Schubert & Co
Texas
$712 +$197 +6 +38%
AF
245
Advisornet Financial
Minnesota
$453 +$460 +14 New
SIC
246
SJS Investment Consulting
Ohio
$356 +$131 +4 +57%
ECM
247
Everence Capital Management
Indiana
$350
DI
248
Disciplined Investments
Oklahoma
$259 +$33 +1 +14%
LCM
249
Laurion Capital Management
New York
-$7.84M -250,000 Closed
EMG
250
ETF Managers Group
New Jersey
-$6.76M -215,517 Closed

EVTC Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2022, worth a combined $2B — down 1.9% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EVTC positions and 30 closed out — a net gain of 3 holders — while 86 added to existing stakes and 95 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $8.06M. The largest seller was Janus Henderson Group, cutting an estimated $18.3M.

  • 250 institutional investors held Evertec (EVTC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $2B of Evertec stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 33 funds opened new Evertec positions in Q4 2022 and 30 closed out, a net change of +3 holders.
  • The largest Evertec buyer in Q4 2022 was River Road Asset Management, an estimated $8.06M added.
  • The largest Evertec seller in Q4 2022 was Janus Henderson Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2022.