Evertec
EVTC
260 hedge funds and large institutions have $2.63B invested in Evertec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 31 closing their positions.
171% more call options, than puts
Call options by funds: $347K | Put options by funds: $128K
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $2.7B → $2.63B (-$64.8M)
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
1.08% less ownership
Funds ownership: 101.92% → 100.84% (-1.1%)
2% less funds holding
Funds holding: 264 → 260 (-4)
34% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$32M |
| 3 |
Millennium Management
New York
|
+$13.7M |
| 4 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$6.06M |
| 5 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$33.1M |
| 2 |
BlackRock
New York
|
-$10.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$6.27M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$5.65M |
| 5 |
JP Morgan Chase
New York
|
-$5.22M |
EVTC Hedge Fund Activity: Q1 2024 in Review
260 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2024, worth a combined $2.63B — down 2.4% from $2.7B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of EVTC and 29 opened new positions — a net loss of 2 holders — while 113 trimmed existing stakes and 75 added.
The largest buyer was Fidelity Investments, adding an estimated $52.3M. The largest seller was Morgan Stanley, cutting an estimated $33.1M.
- 260 institutional investors held Evertec (EVTC) as of Q1 2024, down from 264 in Q4 2023.
- Funds reported $2.63B of Evertec stock for Q1 2024, down 2.4% quarter-over-quarter.
- 29 funds opened new Evertec positions in Q1 2024 and 31 closed out, a net change of -2 holders.
- The largest Evertec buyer in Q1 2024 was Fidelity Investments, an estimated $52.3M added.
- The largest Evertec seller in Q1 2024 was Morgan Stanley, an estimated $33.1M sold.
Based on aggregated 13F filings for Q1 2024.