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Evertec
EVTC

232 hedge funds and large institutions have $2.69B invested in Evertec in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $2.54B → $2.69B (+$150M)

3% more funds holding

Funds holding: 226 → 232 (+6)

1.03% more ownership

Funds ownership: 80.78% → 81.81% (+1%)

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

55% less call options, than puts

Call options by funds: $97K | Put options by funds: $215K

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
29
Increased
76
Reduced
92
Closed
21
Calls
$97K
Puts
$215K
Net Calls
-$118K
Net Calls Change
-$471K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$29.8M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$22.6M
3
BCM
Bares Capital Management
Texas
+$13M
4
SG Americas Securities
SG Americas Securities
New York
+$7.15M
5
Boston Partners
Boston Partners
Massachusetts
+$4.19M

Top Sellers

1
RC
Rivulet Capital
New Jersey
-$32M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.4M
3
BlackRock
BlackRock
New York
-$10.7M
4
RA
Royce & Associates
New York
-$6.22M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$7.29M +$198K +4,386 +3%
SG Americas Securities
52
SG Americas Securities
New York
$7.25M +$7.15M +158,549 New
Victory Capital Management
53
Victory Capital Management
Texas
$6.68M +$255K +5,664 +4%
LSV Asset Management
54
LSV Asset Management
Illinois
$6.51M -$3.29M -73,000 -34%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$6.5M +$446K +9,882 +7%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$6.41M -$1.15M -25,416 -15%
Swiss National Bank
57
Swiss National Bank
Switzerland
$6.2M +$40.6K +900 +0.7%
CIS
58
Capital International Sarl
California
$5.7M +$3.43M +76,061 +157%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.52M -$75.8K -1,680 -1%
SRFM
60
Shannon River Fund Management
New York
$5.51M -$5.41M -120,000 -50%
CCP
61
Clifford Capital Partners
Utah
$4.94M +$64.3K +1,425 +1%
Axa
62
Axa
France
$4.78M -$45.1K -1,000 -0.9%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$4.61M +$1.51M +33,448 +52%
IP
64
Interval Partners
New York
$4.44M -$662K -14,680 -13%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$4.37M -$1.63M -36,200 -27%
Federated Hermes
66
Federated Hermes
Pennsylvania
$4.33M -$984K -21,819 -19%
SCP
67
Seizert Capital Partners
Michigan
$4.14M +$296K +6,557 +8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$3.79M -$23.1K -513 -0.6%
Stifel Financial
69
Stifel Financial
Missouri
$3.61M -$16.4K -363 -0.5%
Citigroup
70
Citigroup
New York
$3.34M -$845K -18,739 -20%
CS
71
Credit Suisse
Switzerland
$3.11M -$979K -21,701 -24%
UBS AM
72
UBS AM
Illinois
$3.05M -$70.6K -1,565 -2%
First Trust Advisors
73
First Trust Advisors
Illinois
$2.91M +$2.15M +47,767 +299%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$2.9M +$1.68M +37,358 +143%
JAM
75
Jacobs Asset Management
New York
$2.86M -$902K -20,000 -24%
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EVTC Hedge Fund Activity: Q3 2021 in Review

232 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2021, worth a combined $2.69B — up 5.9% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EVTC positions and 21 closed out — a net gain of 8 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Capital International Investors, adding an estimated $29.8M. The largest seller was Rivulet Capital, cutting an estimated $32M.

  • 232 institutional investors held Evertec (EVTC) as of Q3 2021, up from 226 in Q2 2021.
  • Funds reported $2.69B of Evertec stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 29 funds opened new Evertec positions in Q3 2021 and 21 closed out, a net change of +8 holders.
  • The largest Evertec buyer in Q3 2021 was Capital International Investors, an estimated $29.8M added.
  • The largest Evertec seller in Q3 2021 was Rivulet Capital, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2021.