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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
LPL Financial
251
LPL Financial
California
-$238K -5,814 Closed
MFGM
252
Marshall Financial Group (Maryland)
Maryland
-$219K -5,340 Closed
FIM
253
Freedom Investment Management
Connecticut
-$218K -5,317 Closed
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
-$51.9K -1,269 Closed
FAG
255
Fortitude Advisory Group
Washington
-$33K -818 Closed
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
-$25K -600 Closed
LSA
257
Leonteq Securities AG
Switzerland
-$16.5K -403 Closed
Group One Trading
258
Group One Trading
Illinois
-$6K -150 Closed
Jones Financial Companies
259
Jones Financial Companies
Missouri
-$6K -141 Closed
ACM
260
Aquatic Capital Management
Illinois
-$4K -100 Closed
UOTTAIMCU
261
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$3K -80 Closed
TFO
262
Tarbox Family Office
California
-$3K -78 Closed
CA
263
Clearstead Advisors
Ohio
-$2K -59 Closed
GRP
264
Global Retirement Partners
California
-$2K -57 Closed
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2K -50 Closed
PFS
266
Prospera Financial Services
Texas
-$2K -39 Closed
GWS
267
Glassman Wealth Services
Virginia
-$1K -26 Closed
CI
268
Cordant Inc
Oregon
-$1K -20 Closed
DI
269
Disciplined Investments
Oklahoma
-$76 -2 -18%
SFG
270
Steward Financial Group
Texas
+$153 +4 New

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.