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Evertec

238 hedge funds and large institutions have $2.18B invested in Evertec in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.26% less ownership

Funds ownership: 82.41%82.15% (-0.26%)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

3% less funds holding

Funds holding: 245238 (-7)

10% less capital invested

Capital invested by funds: $2.43B → $2.18B (-$249M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $177K

Holders
238
Holders Change
-7
Holders Change %
-2.86%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
83
Reduced
84
Closed
32
Calls
Puts
$177K
Net Calls
-$177K
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$5.34M
Stifel Financial
52
Stifel Financial
Missouri
$5.07M -$147K -3,839 -3%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$5.05M -$2.26M -59,032 -30%
UBS Group
54
UBS Group
Switzerland
$4.68M +$4.24M +110,993 +693%
IP
55
Interval Partners
New York
$4.37M +$2.81M +73,637 +165%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.05M -$59.8K -1,564 -1%
SCP
57
Seizert Capital Partners
Michigan
$3.42M -$4.78K -125 -0.1%
HA
58
Heartland Advisors
Wisconsin
$3.32M
Millennium Management
59
Millennium Management
New York
$3.31M +$3.43M +89,818 New
RJA
60
Raymond James & Associates
Florida
$3.3M -$151K -3,942 -4%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$2.88M +$8.98K +235 +0.3%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$2.85M +$252K +6,601 +9%
UBS AM
63
UBS AM
Illinois
$2.7M -$111K -2,913 -4%
Truist Financial
64
Truist Financial
North Carolina
$2.51M +$106K +2,786 +4%
APC
65
Alpine Peaks Capital
New York
$2.48M
WIC
66
Willis Investment Counsel
Georgia
$2.45M +$985K +25,787 +64%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$2.44M +$587K +15,358 +30%
CS
68
Credit Suisse
Switzerland
$2.38M -$119K -3,119 -5%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.24M -$60.2K -1,576 -3%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$2.21M
Canada Life
71
Canada Life
Manitoba, Canada
$2.17M +$272K +7,117 +14%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$2.15M +$371K +9,712 +20%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$2.14M -$3.82K -100 -0.2%
Citigroup
74
Citigroup
New York
$2.1M -$679K -17,764 -24%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M +$101K +2,637 +5%

EVTC Hedge Fund Activity: Q2 2022 in Review

238 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2022, worth a combined $2.18B — down 10% from $2.43B a quarter earlier.

Fund positioning in EVTC was balanced in Q2 2022: 32 funds opened new positions, 32 closed out, 83 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.31M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $17.6M.

  • 238 institutional investors held Evertec (EVTC) as of Q2 2022, down from 245 in Q1 2022.
  • Funds reported $2.18B of Evertec stock for Q2 2022, down 10% quarter-over-quarter.
  • 32 funds opened new Evertec positions in Q2 2022 and 32 closed out, a net change of 0 holders.
  • The largest Evertec buyer in Q2 2022 was Morgan Stanley, an estimated $8.31M added.
  • The largest Evertec seller in Q2 2022 was Fuller & Thaler Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.