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Evertec
EVTC

254 hedge funds and large institutions have $2.98B invested in Evertec in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $19K | Put options by funds: $4K

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

11% more capital invested

Capital invested by funds: $2.69B → $2.98B (+$291M)

9% more funds holding

Funds holding: 232 → 254 (+22)

1.26% more ownership

Funds ownership: 81.81% → 83.07% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
94
Reduced
80
Closed
23
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$133K

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$25.3M
2
Bank of America
Bank of America
North Carolina
+$22.9M
3
American Century Companies
American Century Companies
Missouri
+$22.6M
4
Capital International Investors
Capital International Investors
California
+$12.8M
5
BlackRock
BlackRock
New York
+$12M

Top Sellers

Rank Fund Capital Flow
1
RC
Rivulet Capital
New Jersey
-$30.3M
2
Boston Partners
Boston Partners
Massachusetts
-$27.1M
3
AIM
Artemis Investment Management
United Kingdom
-$13.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.7M
5
SRFM
Shannon River Fund Management
New York
-$5.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.91M -$451K -9,745 -14%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$2.9M – – –
YCM
78
Yousif Capital Management
Michigan
$2.7M +$2.5M +54,100 New
Canada Life
79
Canada Life
Manitoba, Canada
$2.59M -$7.31K -158 -0.3%
CCMG
80
Clark Capital Management Group
Pennsylvania
$2.53M -$96.5K -2,085 -4%
BCC
81
Bridge City Capital
Oregon
$2.53M -$509 -11 -0%
MCA
82
Mendon Capital Advisors
Florida
$2.5M – – –
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$2.44M – – –
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$2.43M +$15.2K +329 +0.7%
Truist Financial
85
Truist Financial
North Carolina
$2.36M +$305K +6,586 +16%
ACA
86
Aptus Capital Advisors
Alabama
$2.35M +$416K +8,988 +24%
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$2.34M +$2.17M +46,787 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$2.28M -$2.41M -52,101 -53%
COPPSERS
89
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.26M -$6.67K -144 -0.3%
Comerica Bank
90
Comerica Bank
Texas
$2.17M -$133K -2,875 -5%
TPSF
91
Texas Permanent School Fund
Texas
$2.16M -$43.1K -932 -2%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$2.16M +$518K +11,192 +35%
SSA
93
Schonfeld Strategic Advisors
New York
$2.14M +$32.4K +700 +2%
PCM
94
Polaris Capital Management
Massachusetts
$2.11M -$393K -8,500 -17%
SOADOR
95
State of Alaska Department of Revenue
Alaska
$2.11M -$59.2K -1,280 -3%
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$2.1M -$442K -9,549 -19%
WIC
97
Willis Investment Counsel
Georgia
$2.09M +$805K +17,396 +71%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$2.08M +$99K +2,139 +5%
MUAMU
99
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2M – – –
AIG
100
American International Group
New York
$1.84M -$54.7K -1,181 -3%
2 3
4
5 6

EVTC Hedge Fund Activity: Q4 2021 in Review

254 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2021, worth a combined $2.98B — up 11% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EVTC positions and 23 closed out — a net gain of 24 holders — while 94 added to existing stakes and 80 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $25.3M. The largest seller was Rivulet Capital, cutting an estimated $30.3M.

  • 254 institutional investors held Evertec (EVTC) as of Q4 2021, up from 232 in Q3 2021.
  • Funds reported $2.98B of Evertec stock for Q4 2021, up 11% quarter-over-quarter.
  • 47 funds opened new Evertec positions in Q4 2021 and 23 closed out, a net change of +24 holders.
  • The largest Evertec buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $25.3M added.
  • The largest Evertec seller in Q4 2021 was Rivulet Capital, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2021.