Evertec
EVTC
189 hedge funds and large institutions have $1.67B invested in Evertec in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 85 reducing their positions, and 28 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
25% more capital invested
Capital invested by funds: $1.33B → $1.67B (+$338M)
0.72% more ownership
Funds ownership: 81.82% → 82.54% (+0.72%)
5% less funds holding
Funds holding: 199 → 189 (-10)
27% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 85
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
56% less call options, than puts
Call options by funds: $218K | Put options by funds: $492K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.3M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$13M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$7.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$7.64M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$13.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$5.85M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$5.61M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$3.92M |
EVTC Hedge Fund Activity: Q2 2020 in Review
189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2020, worth a combined $1.67B — up 25% from $1.33B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of EVTC and 19 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 62 added.
The largest buyer was Vanguard Group, adding an estimated $23.3M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $13.8M.
- 189 institutional investors held Evertec (EVTC) as of Q2 2020, down from 199 in Q1 2020.
- Funds reported $1.67B of Evertec stock for Q2 2020, up 25% quarter-over-quarter.
- 19 funds opened new Evertec positions in Q2 2020 and 28 closed out, a net change of -9 holders.
- The largest Evertec buyer in Q2 2020 was Vanguard Group, an estimated $23.3M added.
- The largest Evertec seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2020.