Evertec
EVTC
156 hedge funds and large institutions have $819M invested in Evertec in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 45 closing their positions.
1.91% more ownership
Funds ownership: 81.01% → 82.92% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 162 → 156 (-6)
12% less capital invested
Capital invested by funds: $929M → $819M (-$110M)
13% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 45
14% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 56
38% less call options, than puts
Call options by funds: $465K | Put options by funds: $751K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$37.2M |
| 2 |
GA
Glenhill Advisors
New York
|
+$19.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$17.4M |
| 4 |
MCM
Moore Capital Management
New York
|
+$14.8M |
| 5 |
RC
Rivulet Capital
Summit,
New Jersey
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.2M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$20.2M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$17.1M |
| 4 |
Renaissance Technologies
New York
|
-$13.3M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$11.1M |
EVTC Hedge Fund Activity: Q4 2017 in Review
156 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2017, worth a combined $819M — down 12% from $929M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of EVTC and 39 opened new positions — a net loss of 6 holders — while 56 trimmed existing stakes and 48 added.
The largest buyer was Bank of Montreal, adding an estimated $37.2M. The largest seller was Fidelity Investments, cutting an estimated $22.2M.
- 156 institutional investors held Evertec (EVTC) as of Q4 2017, down from 162 in Q3 2017.
- Funds reported $819M of Evertec stock for Q4 2017, down 12% quarter-over-quarter.
- 39 funds opened new Evertec positions in Q4 2017 and 45 closed out, a net change of -6 holders.
- The largest Evertec buyer in Q4 2017 was Bank of Montreal, an estimated $37.2M added.
- The largest Evertec seller in Q4 2017 was Fidelity Investments, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2017.