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Evertec
EVTC

243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $156K | Put options by funds: $86K

0.37% less ownership

Funds ownership: 100.84% → 100.47% (-0.37%)

7% less funds holding

Funds holding: 260 → 243 (-17)

18% less capital invested

Capital invested by funds: $2.63B → $2.15B (-$481M)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
243
Holders Change
-17
Holders Change %
-6.54%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
73
Reduced
97
Closed
45
Calls
$156K
Puts
$86K
Net Calls
+$70K
Net Calls Change
-$149K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
2
Bank of America
Bank of America
North Carolina
+$11.4M
3
EP
Edgestream Partners
New Jersey
+$8.85M
4
American Century Companies
American Century Companies
Missouri
+$7.52M
5
Victory Capital Management
Victory Capital Management
Texas
+$6.85M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$62.8M
2
SM
Sunriver Management
Connecticut
-$35.1M
3
CGPCS
Capital Group Private Client Services
California
-$16.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$14.9M
5
OFCM
One Fin Capital Management
California
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
276
Jones Financial Companies
Missouri
– -$13.2K -332 Closed
FIM
277
Fernwood Investment Management
Massachusetts
– -$12.4K -311 Closed
VCM
278
Versant Capital Management
Arizona
– -$11K -275 Closed
C
279
Covestor
United Kingdom
– -$8.28K -229 -99%
AGWCA
280
Annis Gardner Whiting Capital Advisors
Florida
– -$4.83K -121 Closed
CTA
281
Colonial Trust Advisors
South Carolina
– -$4.55K -114 Closed
PCWA
282
Pacific Capital Wealth Advisors
California
– -$4.31K -108 Closed
MG
283
Mather Group
Illinois
– -$3.77K -92 Closed
FGAM
284
Financial Gravity Asset Management
Texas
– -$2.77K -70 Closed
Bessemer Group
285
Bessemer Group
New Jersey
– -$2K -56 Closed
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$1.36K -34 Closed
W
287
WealthCollab
Washington
– -$918 -23 Closed
TCM
288
TD Capital Management
Tennessee
– -$120 -3 Closed
8 9 10 11
12

EVTC Hedge Fund Activity: Q2 2024 in Review

243 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2024, worth a combined $2.15B — down 18% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EVTC and 32 opened new positions — a net loss of 13 holders — while 97 trimmed existing stakes and 73 added.

The largest buyer was Fidelity Investments, adding an estimated $146M. The largest seller was Capital International Investors, cutting an estimated $62.8M.

  • 243 institutional investors held Evertec (EVTC) as of Q2 2024, down from 260 in Q1 2024.
  • Funds reported $2.15B of Evertec stock for Q2 2024, down 18% quarter-over-quarter.
  • 32 funds opened new Evertec positions in Q2 2024 and 45 closed out, a net change of -13 holders.
  • The largest Evertec buyer in Q2 2024 was Fidelity Investments, an estimated $146M added.
  • The largest Evertec seller in Q2 2024 was Capital International Investors, an estimated $62.8M sold.

Based on aggregated 13F filings for Q2 2024.