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Evertec
EVTC

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: 250 → 250 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
+$8.06M
2
American Century Companies
American Century Companies
Missouri
+$6.18M
3
GLA
Great Lakes Advisors
Illinois
+$5.97M
4
LSV Asset Management
LSV Asset Management
Illinois
+$5.52M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.73M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18.3M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.5M
3
RA
Royce & Associates
New York
-$9.85M
4
LCM
Laurion Capital Management
New York
-$7.84M
5
CGPCS
Capital Group Private Client Services
California
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
276
SignatureFD
Georgia
– -$2K -53 Closed
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
– -$2K -51 Closed
HR
278
Howe & Rusling
New York
– -$1K -25 Closed
SFG
279
Steward Financial Group
Texas
– +$263 +8 New
8 9 10 11
12

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.