Evertec
EVTC
264 hedge funds and large institutions have $2.7B invested in Evertec in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 108 reducing their positions, and 16 closing their positions.
12,763% more call options, than puts
Call options by funds: $1.03M | Put options by funds: $8K
94% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 16
13% more capital invested
Capital invested by funds: $2.38B → $2.7B (+$320M)
4% more funds holding
Funds holding: 253 → 264 (+11)
3.35% more ownership
Funds ownership: 98.57% → 101.92% (+3.4%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
27% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$37.9M |
| 2 |
Morgan Stanley
New York
|
+$24.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$17.9M |
| 4 |
BlackRock
New York
|
+$17.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$11.2M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$7.48M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$7.05M |
| 4 |
Renaissance Technologies
New York
|
-$6.87M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$5M |
EVTC Hedge Fund Activity: Q4 2023 in Review
264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2023, worth a combined $2.7B — up 13% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EVTC positions and 16 closed out — a net gain of 15 holders — while 79 added to existing stakes and 108 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $37.9M. The largest seller was Redwood Investments, cutting an estimated $11.2M.
- 264 institutional investors held Evertec (EVTC) as of Q4 2023, up from 253 in Q3 2023.
- Funds reported $2.7B of Evertec stock for Q4 2023, up 13% quarter-over-quarter.
- 31 funds opened new Evertec positions in Q4 2023 and 16 closed out, a net change of +15 holders.
- The largest Evertec buyer in Q4 2023 was Victory Capital Management, an estimated $37.9M added.
- The largest Evertec seller in Q4 2023 was Redwood Investments, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2023.