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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
GC
176
Globeflex Capital
California
$116K
VI
177
Vestcor Inc
New Brunswick, Canada
$108K
TIS
178
Tortoise Index Solutions
Kansas
$105K +$4.28K +112 +4%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$90K +$22.2K +580 +31%
PCM
180
Penserra Capital Management
California
$81K -$59.7K -1,563 -41%
Macquarie Group
181
Macquarie Group
Australia
$76K
TRCT
182
Tower Research Capital (TRC)
New York
$70K +$21.9K +572 +43%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$68K -$50.8K -1,329 -42%
SIA
184
Sit Investment Associates
Minnesota
$66K
US Bancorp
185
US Bancorp
Minnesota
$63K +$5.16K +135 +9%
APA
186
American Portfolios Advisors
New York
$58.9K +$1.22K +32 +2%
HIA
187
Harbor Investment Advisory
Maryland
$54K
GWSG
188
GPS Wealth Strategies Group
Colorado
$36K -$12.3K -321 -25%
SOW
189
State of Wyoming
Wyoming
$36K -$5.12K -134 -12%
SWA
190
Sutton Wealth Advisors
Florida
$35.8K -$1.38K -36 -4%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$33K +$2.79K +73 +9%
AS
192
Altshuler Shaham
Israel
$28K -$5.62K -147 -16%
BG
193
Bellevue Group
Switzerland
$27K
PFBT
194
Parkside Financial Bank & Trust
Missouri
$26K +$3.55K +93 +16%
TPCW
195
TD Private Client Wealth
New York
$25.4K -$8.63K -226 -25%
Walleye Trading
196
Walleye Trading
New York
$25K +$25.5K +668 New
Federated Hermes
197
Federated Hermes
Pennsylvania
$23K -$1.25M -32,837 -98%
BC
198
Bartlett & Co
Ohio
$18K +$18.6K +486 New
BCWM
199
Bartlett & Co Wealth Management
Ohio
$17.9K +$18.6K +486 New
TFP
200
Tilia Fiduciary Partners
North Carolina
$16K

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.