Evertec
EVTC
184 hedge funds and large institutions have $1.28B invested in Evertec in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 19 closing their positions.
137% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 19
80% more call options, than puts
Call options by funds: $815K | Put options by funds: $452K
29% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 51
26% more capital invested
Capital invested by funds: $1.02B → $1.28B (+$263M)
16% more funds holding
Funds holding: 159 → 184 (+25)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.29% less ownership
Funds ownership: 85.74% → 81.45% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.4M |
| 2 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$20M |
| 3 |
BlackRock
New York
|
+$14M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$13.7M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Glenhill Advisors
New York
|
-$33.9M |
| 2 |
RC
Rivulet Capital
Summit,
New Jersey
|
-$30.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$21.3M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$19.7M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$19.2M |
EVTC Hedge Fund Activity: Q2 2018 in Review
184 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2018, worth a combined $1.28B — up 26% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EVTC positions and 19 closed out — a net gain of 26 holders — while 66 added to existing stakes and 51 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $37.4M. The largest seller was Glenhill Advisors, exiting entirely with an estimated $33.9M sold.
- 184 institutional investors held Evertec (EVTC) as of Q2 2018, up from 159 in Q1 2018.
- Funds reported $1.28B of Evertec stock for Q2 2018, up 26% quarter-over-quarter.
- 45 funds opened new Evertec positions in Q2 2018 and 19 closed out, a net change of +26 holders.
- The largest Evertec buyer in Q2 2018 was Fidelity Investments, an estimated $37.4M added.
- The largest Evertec seller in Q2 2018 was Glenhill Advisors, an estimated $33.9M sold.
Based on aggregated 13F filings for Q2 2018.