Evertec
EVTC
129 hedge funds and large institutions have $1.47B invested in Evertec in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.
125% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $447K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
2% more funds holding
Funds holding: 127 → 129 (+2)
1.5% less ownership
Funds ownership: 84.46% → 82.97% (-1.5%)
9% less capital invested
Capital invested by funds: $1.61B → $1.47B (-$143M)
15% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.7M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$23M |
| 3 |
FCP
Fine Capital Partners
New York
|
+$22M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$8.03M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$15.2M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$14.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.7M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$10.2M |
EVTC Hedge Fund Activity: Q3 2014 in Review
129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2014, worth a combined $1.47B — down 8.9% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EVTC positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 52 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $38.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $31.6M.
- 129 institutional investors held Evertec (EVTC) as of Q3 2014, up from 127 in Q2 2014.
- Funds reported $1.47B of Evertec stock for Q3 2014, down 8.9% quarter-over-quarter.
- 15 funds opened new Evertec positions in Q3 2014 and 13 closed out, a net change of +2 holders.
- The largest Evertec buyer in Q3 2014 was Fidelity Investments, an estimated $38.7M added.
- The largest Evertec seller in Q3 2014 was Lord, Abbett & Co, an estimated $31.6M sold.
Based on aggregated 13F filings for Q3 2014.