Evertec
EVTC
250 hedge funds and large institutions have $2.03B invested in Evertec in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 25 closing their positions.
163% more call options, than puts
Call options by funds: $1.49M | Put options by funds: $567K
57% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 69
56% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 25
15.05% more ownership
Funds ownership: 82.15% → 97.21% (+15%)
5% more funds holding
Funds holding: 238 → 250 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $2.18B → $2.03B (-$146M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$62.9M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$44.5M |
| 3 |
BlackRock
New York
|
+$29.7M |
| 4 |
OFCM
One Fin Capital Management
San Francisco,
California
|
+$11.6M |
| 5 |
Man Group
London,
United Kingdom
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$35.5M |
| 2 |
Renaissance Technologies
New York
|
-$4.94M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$4.13M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.67M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.32M |
EVTC Hedge Fund Activity: Q3 2022 in Review
250 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2022, worth a combined $2.03B — down 6.7% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EVTC positions and 25 closed out — a net gain of 14 holders — while 108 added to existing stakes and 69 trimmed.
The largest buyer was River Road Asset Management, opening a new position worth an estimated $62.9M. The largest seller was Boston Partners, cutting an estimated $35.5M.
- 250 institutional investors held Evertec (EVTC) as of Q3 2022, up from 238 in Q2 2022.
- Funds reported $2.03B of Evertec stock for Q3 2022, down 6.7% quarter-over-quarter.
- 39 funds opened new Evertec positions in Q3 2022 and 25 closed out, a net change of +14 holders.
- The largest Evertec buyer in Q3 2022 was River Road Asset Management, an estimated $62.9M added.
- The largest Evertec seller in Q3 2022 was Boston Partners, an estimated $35.5M sold.
Based on aggregated 13F filings for Q3 2022.