Evertec
EVTC
226 hedge funds and large institutions have $2.54B invested in Evertec in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 85 reducing their positions, and 22 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
168% more call options, than puts
Call options by funds: $563K | Put options by funds: $210K
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
18% more capital invested
Capital invested by funds: $2.16B → $2.54B (+$386M)
4% more funds holding
Funds holding: 217 → 226 (+9)
0.43% more ownership
Funds ownership: 80.35% → 80.78% (+0.43%)
14% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$46.7M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$24.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$20.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$10.2M |
| 5 |
JP Morgan Chase
New York
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$16.1M |
| 3 |
RC
Rivulet Capital
Summit,
New Jersey
|
-$15.1M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.8M |
| 5 |
BlackRock
New York
|
-$10M |
EVTC Hedge Fund Activity: Q2 2021 in Review
226 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2021, worth a combined $2.54B — up 18% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EVTC positions and 22 closed out — a net gain of 12 holders — while 73 added to existing stakes and 85 trimmed.
The largest buyer was Capital International Investors, adding an estimated $46.7M. The largest seller was Goldman Sachs, cutting an estimated $17M.
- 226 institutional investors held Evertec (EVTC) as of Q2 2021, up from 217 in Q1 2021.
- Funds reported $2.54B of Evertec stock for Q2 2021, up 18% quarter-over-quarter.
- 34 funds opened new Evertec positions in Q2 2021 and 22 closed out, a net change of +12 holders.
- The largest Evertec buyer in Q2 2021 was Capital International Investors, an estimated $46.7M added.
- The largest Evertec seller in Q2 2021 was Goldman Sachs, an estimated $17M sold.
Based on aggregated 13F filings for Q2 2021.