Evertec
EVTC
162 hedge funds and large institutions have $929M invested in Evertec in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 7 closing their positions.
386% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 7
40% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 45
19% more funds holding
Funds holding: 136 → 162 (+26)
0.71% more ownership
Funds ownership: 80.3% → 81.01% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less capital invested
Capital invested by funds: $1.01B → $929M (-$78.7M)
72% less call options, than puts
Call options by funds: $309K | Put options by funds: $1.09M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$13.3M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$13M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$11M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$10.3M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$9.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$38.8M |
| 3 |
FCP
Fine Capital Partners
New York
|
-$30.7M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$4.28M |
| 5 |
JP Morgan Chase
New York
|
-$3.75M |
EVTC Hedge Fund Activity: Q3 2017 in Review
162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2017, worth a combined $929M — down 7.8% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EVTC positions and 7 closed out — a net gain of 27 holders — while 63 added to existing stakes and 45 trimmed.
The largest buyer was Millennium Management, adding an estimated $13.3M. The largest seller was Fidelity Investments, cutting an estimated $48.6M.
- 162 institutional investors held Evertec (EVTC) as of Q3 2017, up from 136 in Q2 2017.
- Funds reported $929M of Evertec stock for Q3 2017, down 7.8% quarter-over-quarter.
- 34 funds opened new Evertec positions in Q3 2017 and 7 closed out, a net change of +27 holders.
- The largest Evertec buyer in Q3 2017 was Millennium Management, an estimated $13.3M added.
- The largest Evertec seller in Q3 2017 was Fidelity Investments, an estimated $48.6M sold.
Based on aggregated 13F filings for Q3 2017.