Evertec
EVTC
129 hedge funds and large institutions have $981M invested in Evertec in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
31% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 42
9% more funds holding
Funds holding: 118 → 129 (+11)
4% more capital invested
Capital invested by funds: $944M → $981M (+$36.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.27% less ownership
Funds ownership: 81.04% → 79.77% (-1.3%)
Top Buyers
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$9.9M |
| 2 |
RC
Rivulet Capital
Summit,
New Jersey
|
+$9.85M |
| 3 |
FCP
Fine Capital Partners
New York
|
+$8.64M |
| 4 |
Renaissance Technologies
New York
|
+$5.48M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$5.06M |
Top Sellers
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$44.9M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$17.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.43M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.38M |
| 5 |
Morgan Stanley
New York
|
-$4.49M |
EVTC Hedge Fund Activity: Q3 2016 in Review
129 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2016, worth a combined $981M — up 3.8% from $944M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EVTC positions and 11 closed out — a net gain of 11 holders — while 55 added to existing stakes and 42 trimmed.
The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $9.9M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $44.9M sold.
- 129 institutional investors held Evertec (EVTC) as of Q3 2016, up from 118 in Q2 2016.
- Funds reported $981M of Evertec stock for Q3 2016, up 3.8% quarter-over-quarter.
- 22 funds opened new Evertec positions in Q3 2016 and 11 closed out, a net change of +11 holders.
- The largest Evertec buyer in Q3 2016 was Thompson Siegel & Walmsley, an estimated $9.9M added.
- The largest Evertec seller in Q3 2016 was Waddell & Reed Financial, an estimated $44.9M sold.
Based on aggregated 13F filings for Q3 2016.