We are live on ! Find out more
EVTC icon

Evertec
EVTC

116 hedge funds and large institutions have $1.27B invested in Evertec in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,400% more call options, than puts

Call options by funds: $495K | Put options by funds: $11K

436% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 11

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

25% more funds holding

Funds holding: 93 → 116 (+23)

13% more capital invested

Capital invested by funds: $1.13B → $1.27B (+$144M)

5.06% more ownership

Funds ownership: 64.99% → 70.05% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
116
Holders Change
+23
Holders Change %
+24.73%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
38
Increased
59
Reduced
11
Closed
15
Calls
$495K
Puts
$11K
Net Calls
+$484K
Net Calls Change
+$482K

Top Buyers

1
SCM
Steadfast Capital Management
New York
+$70.2M
2
GCM
Glenview Capital Management
New York
+$50.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$44M
4
MC
Maplelane Capital
New York
+$35.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
AMH
Apollo Management Holdings
New York
-$329M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$20.6M
3
CCI
Columbus Circle Investors
-$20.3M
4
Morgan Stanley
Morgan Stanley
New York
-$15.4M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$8.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$2.71M +$652K +27,400 +29%
Deutsche Bank
52
Deutsche Bank
Germany
$2.71M +$1.59M +66,862 +121%
JGC
53
J. Goldman & Co
New York
$2.68M +$2.87M +120,727 New
JP Morgan Chase
54
JP Morgan Chase
New York
$2.65M -$49.8K -2,091 -2%
NIP
55
Nicholas Investment Partners
California
$2.59M +$193K +8,112 +7%
SAM
56
Symphony Asset Management
California
$2.52M +$1.74M +73,054 +180%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.51M +$2.69M +113,164 New
MAA
58
Managed Account Advisors
New Jersey
$2.38M +$21.9K +918 +0.9%
NC
59
Nicholas Company
Wisconsin
$2.36M +$2.53M +106,325 New
Two Sigma Investments
60
Two Sigma Investments
New York
$2.33M +$36K +1,514 +1%
AQR Capital Management
61
AQR Capital Management
Connecticut
$2.32M +$2.48M +104,361 New
HCM
62
Highbridge Capital Management
New York
$2.23M +$2.38M +100,156 New
Artisan Partners
63
Artisan Partners
Wisconsin
$2.18M +$2.34M +98,250 New
Jane Street
64
Jane Street
New York
$1.97M +$2.11M +88,755 New
CS
65
Credit Suisse
Switzerland
$1.89M +$1.35M +56,573 +199%
BIM
66
BlackRock Investment Management
Delaware
$1.86M +$145K +6,087 +8%
ICM
67
Ionic Capital Management
New York
$1.77M +$1.9M +79,880 New
Charles Schwab
68
Charles Schwab
California
$1.73M +$472K +19,813 +34%
DL
69
Delta Lloyd
Netherlands
$1.71M +$524K +22,000 +40%
U
70
UBS
Switzerland
$1.65M +$1.75M +73,504 +7,737%
PAM
71
Panagora Asset Management
Massachusetts
$1.56M +$1.68M +70,450 New
SCC
72
Second Curve Capital
Pennsylvania
$1.33M +$1.19M +50,000 +500%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.29M +$134K +5,612 +11%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.17M +$33.3K +1,400 +3%
MUS
75
Mitsubishi UFJ Securities
Japan
$1.11M +$1.19M +50,000 New
1 2
3
4 5

EVTC Hedge Fund Activity: Q3 2013 in Review

116 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2013, worth a combined $1.27B — up 13% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EVTC positions and 15 closed out — a net gain of 23 holders — while 59 added to existing stakes and 11 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $70.2M. The largest seller was Apollo Management Holdings, cutting an estimated $329M.

  • 116 institutional investors held Evertec (EVTC) as of Q3 2013, up from 93 in Q2 2013.
  • Funds reported $1.27B of Evertec stock for Q3 2013, up 13% quarter-over-quarter.
  • 38 funds opened new Evertec positions in Q3 2013 and 15 closed out, a net change of +23 holders.
  • The largest Evertec buyer in Q3 2013 was Steadfast Capital Management, an estimated $70.2M added.
  • The largest Evertec seller in Q3 2013 was Apollo Management Holdings, an estimated $329M sold.

Based on aggregated 13F filings for Q3 2013.