We are live on ! Find out more
EVTC icon

Evertec

250 hedge funds and large institutions have $2B invested in Evertec in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $884K | Put options by funds: $210K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 250250 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 97.21%97.01% (-0.19%)

2% less capital invested

Capital invested by funds: $2.03B → $2B (-$38.6M)

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 95

Holders
250
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
86
Reduced
95
Closed
30
Calls
$884K
Puts
$210K
Net Calls
+$674K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$5.89M -$2.29M -69,600 -28%
GLA
52
Great Lakes Advisors
Illinois
$5.89M +$5.97M +181,751 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$5.66M +$83.3K +2,534 +1%
AllianceBernstein
54
AllianceBernstein
Tennessee
$5.58M -$6.54K -199 -0.1%
UBS Group
55
UBS Group
Switzerland
$5.43M +$1.22M +37,054 +28%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$5.38M -$67.5K -2,055 -1%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$4.75M -$117K -3,560 -2%
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.44M -$250K -7,600 -5%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$4.35M -$346K -10,523 -7%
LOAME
60
Lombard Odier Asset Management (Europe)
United Kingdom
$4.13M +$411K +12,500 +11%
Stifel Financial
61
Stifel Financial
Missouri
$4.05M -$317K -9,637 -7%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.84M -$76K -2,312 -2%
SCP
63
Seizert Capital Partners
Michigan
$3.66M -$328K -9,994 -8%
Two Sigma Investments
64
Two Sigma Investments
New York
$2.65M -$4.1M -124,669 -60%
CS
65
Credit Suisse
Switzerland
$2.56M +$464K +14,119 +22%
Comerica Bank
66
Comerica Bank
Texas
$2.53M -$188K -5,723 -7%
CRC
67
Curi RMB Capital
Illinois
$2.43M +$821K +25,000 +50%
Canada Life
68
Canada Life
Manitoba, Canada
$2.42M -$55.6K -1,692 -2%
Prudential Financial
69
Prudential Financial
New Jersey
$2.41M +$1.95M +59,275 +393%
IP
70
Interval Partners
New York
$2.39M -$1.92M -58,454 -44%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.39M -$108K -3,297 -4%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$2.39M -$40.6K -1,235 -2%
UBS AM
73
UBS AM
Illinois
$2.33M +$299K +9,090 +14%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$2.31M
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.26M +$318K +9,670 +16%

EVTC Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2022, worth a combined $2B — down 1.9% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EVTC positions and 30 closed out — a net gain of 3 holders — while 86 added to existing stakes and 95 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $8.06M. The largest seller was Janus Henderson Group, cutting an estimated $18.3M.

  • 250 institutional investors held Evertec (EVTC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $2B of Evertec stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 33 funds opened new Evertec positions in Q4 2022 and 30 closed out, a net change of +3 holders.
  • The largest Evertec buyer in Q4 2022 was River Road Asset Management, an estimated $8.06M added.
  • The largest Evertec seller in Q4 2022 was Janus Henderson Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2022.