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Evertec

238 hedge funds and large institutions have $2.18B invested in Evertec in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.26% less ownership

Funds ownership: 82.41%82.15% (-0.26%)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

3% less funds holding

Funds holding: 245238 (-7)

10% less capital invested

Capital invested by funds: $2.43B → $2.18B (-$249M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $177K

Holders
238
Holders Change
-7
Holders Change %
-2.86%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
83
Reduced
84
Closed
32
Calls
Puts
$177K
Net Calls
-$177K
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$350K -$1.43M -37,360 -80%
AssetMark Inc
152
AssetMark Inc
California
$338K +$148K +3,885 +73%
CF
153
Cantor Fitzgerald
New York
$337K +$349K +9,141 New
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$335K -$51.4K -1,345 -13%
GTCM
155
Gyon Technologies Capital Management
New Jersey
$315K +$326K +8,537 New
QT
156
Quantbot Technologies
New York
$314K +$325K +8,518 New
Lido Advisors
157
Lido Advisors
California
$314K +$326K +8,540 New
ProShare Advisors
158
ProShare Advisors
Maryland
$312K -$190K -4,984 -37%
PRC
159
Pearl River Capital
Michigan
$286K +$76.1K +1,991 +35%
MPM
160
Meritage Portfolio Management
Kansas
$285K -$22K -576 -7%
ECM
161
ExodusPoint Capital Management
New York
$279K +$289K +7,576 New
GCP
162
GSA Capital Partners
United Kingdom
$274K -$847K -22,169 -75%
VAS
163
Vestmark Advisory Solutions
Massachusetts
$272K -$33.2K -869 -11%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$271K -$54.1K -1,415 -16%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$271K
William Blair & Company
166
William Blair & Company
Illinois
$269K +$278K +7,284 New
VFA
167
Voya Financial Advisors
Connecticut
$268K -$14.6K -382 -5%
MM
168
MQS Management
New York
$261K +$270K +7,072 New
WA
169
Wealth Alliance
New York
$247K +$52.7K +1,379 +26%
CGH
170
Crossmark Global Holdings
Texas
$229K
KBC Group
171
KBC Group
Belgium
$185K +$192K +5,023 New
PHK
172
Point72 Hong Kong
Hong Kong
$170K +$176K +4,618 New
AIP
173
Ameritas Investment Partners
Nebraska
$166K -$9.25K -242 -5%
TAIM
174
TD Ameritrade Investment Management
Nebraska
$155K -$25.6K -669 -14%
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
$140K

EVTC Hedge Fund Activity: Q2 2022 in Review

238 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2022, worth a combined $2.18B — down 10% from $2.43B a quarter earlier.

Fund positioning in EVTC was balanced in Q2 2022: 32 funds opened new positions, 32 closed out, 83 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.31M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $17.6M.

  • 238 institutional investors held Evertec (EVTC) as of Q2 2022, down from 245 in Q1 2022.
  • Funds reported $2.18B of Evertec stock for Q2 2022, down 10% quarter-over-quarter.
  • 32 funds opened new Evertec positions in Q2 2022 and 32 closed out, a net change of 0 holders.
  • The largest Evertec buyer in Q2 2022 was Morgan Stanley, an estimated $8.31M added.
  • The largest Evertec seller in Q2 2022 was Fuller & Thaler Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.