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Evertec

250 hedge funds and large institutions have $2B invested in Evertec in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $884K | Put options by funds: $210K

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 250250 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 97.21%97.01% (-0.19%)

2% less capital invested

Capital invested by funds: $2.03B → $2B (-$38.6M)

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 95

Holders
250
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
86
Reduced
95
Closed
30
Calls
$884K
Puts
$210K
Net Calls
+$674K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
151
Mutual of America Capital Management
New York
$442K +$17.7K +539 +4%
AssetMark Inc
152
AssetMark Inc
California
$430K +$51.7K +1,572 +13%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$422K -$490K -14,914 -53%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$421K -$332K -10,100 -44%
PPWM
155
Paragon Private Wealth Management
Kentucky
$387K +$21.3K +649 +6%
CAN
156
Cetera Advisor Networks
California
$377K +$383K +11,658 New
First Trust Advisors
157
First Trust Advisors
Illinois
$377K -$1.29M -39,162 -77%
AI
158
AdvisorShares Investments
Maryland
$372K -$73.9K -2,250 -16%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$363K
Russell Investments Group
160
Russell Investments Group
United Kingdom
$359K -$51.4K -1,565 -12%
William Blair & Company
161
William Blair & Company
Illinois
$356K +$8.48K +258 +2%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$351K +$20.6K +626 +6%
NB
163
Nicolet Bankshares
Wisconsin
$349K
SG Americas Securities
164
SG Americas Securities
New York
$340K -$334K -10,176 -49%
Osaic Holdings
165
Osaic Holdings
Arizona
$339K -$1.84K -56 -0.5%
VI
166
Vestcor Inc
New Brunswick, Canada
$335K +$340K +10,353 New
OAM
167
Oppenheimer Asset Management
New York
$325K -$23.2K -707 -7%
ProShare Advisors
168
ProShare Advisors
Maryland
$316K +$35.1K +1,069 +12%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$300K +$17.7K +538 +6%
Amundi
170
Amundi
France
$298K -$54.1K -1,648 -16%
CF
171
Cantor Fitzgerald
New York
$296K +$2.1K +64 +0.7%
MPM
172
Meritage Portfolio Management
Kansas
$279K +$6.9K +210 +2%
ACM
173
Aquatic Capital Management
Illinois
$269K +$164K +5,000 +152%
PRC
174
Pearl River Capital
Michigan
$251K -$32.9K -1,001 -11%
VIA
175
Vident Investment Advisory
Georgia
$245K -$43.3K -1,317 -15%

EVTC Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2022, worth a combined $2B — down 1.9% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EVTC positions and 30 closed out — a net gain of 3 holders — while 86 added to existing stakes and 95 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $8.06M. The largest seller was Janus Henderson Group, cutting an estimated $18.3M.

  • 250 institutional investors held Evertec (EVTC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $2B of Evertec stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 33 funds opened new Evertec positions in Q4 2022 and 30 closed out, a net change of +3 holders.
  • The largest Evertec buyer in Q4 2022 was River Road Asset Management, an estimated $8.06M added.
  • The largest Evertec seller in Q4 2022 was Janus Henderson Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2022.