Evertec
EVTC
217 hedge funds and large institutions have $2.16B invested in Evertec in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 38 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 81
0.06% more ownership
Funds ownership: 80.29% → 80.35% (+0.06%)
5% less capital invested
Capital invested by funds: $2.27B → $2.16B (-$112M)
6% less funds holding
Funds holding: 230 → 217 (-13)
29% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 38
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $29K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$45.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$25.9M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$14.3M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$12.7M |
| 5 |
BlackRock
New York
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$52.6M |
| 2 |
RC
Rivulet Capital
Summit,
New Jersey
|
-$25.6M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$9.03M |
| 4 |
Renaissance Technologies
New York
|
-$8.91M |
| 5 |
Morgan Stanley
New York
|
-$8.73M |
EVTC Hedge Fund Activity: Q1 2021 in Review
217 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2021, worth a combined $2.16B — down 4.9% from $2.27B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of EVTC and 27 opened new positions — a net loss of 11 holders — while 81 trimmed existing stakes and 83 added.
The largest buyer was American Century Companies, adding an estimated $45.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $52.6M.
- 217 institutional investors held Evertec (EVTC) as of Q1 2021, down from 230 in Q4 2020.
- Funds reported $2.16B of Evertec stock for Q1 2021, down 4.9% quarter-over-quarter.
- 27 funds opened new Evertec positions in Q1 2021 and 38 closed out, a net change of -11 holders.
- The largest Evertec buyer in Q1 2021 was American Century Companies, an estimated $45.4M added.
- The largest Evertec seller in Q1 2021 was Fuller & Thaler Asset Management, an estimated $52.6M sold.
Based on aggregated 13F filings for Q1 2021.