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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
WTA
201
Washington Trust Advisors
Massachusetts
$15K
FHA
202
First Horizon Advisors
Tennessee
$15K +$14.7K +384 +3,840%
CWC
203
Carolinas Wealth Consulting
North Carolina
$14K
IA
204
IFP Advisors
Florida
$14K
PTC
205
Private Trust Company
Ohio
$14K +$14.4K +377 New
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$11K +$6.34K +166 +132%
BTI
207
Blue Trust Inc
Georgia
$10K +$9.78K +256 New
S
208
SignatureFD
Georgia
$9K +$2.1K +55 +28%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.94K +77 +46%
IFAM
210
Institutional & Family Asset Management
Colorado
$7K
MAM
211
Meeder Asset Management
Ohio
$6K -$1.91K -50 -25%
SC
212
Solstein Capital
California
$6K
SPIA
213
Steward Partners Investment Advisory
New York
$5K -$14.4K -377 -74%
EWA
214
EverSource Wealth Advisors
Alabama
$5K -$2.22K -58 -31%
ZB
215
Zions Bancorporation
Utah
$5K -$2.06K -54 -27%
PCG
216
Private Capital Group
Connecticut
$5K
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$5K +$917 +24 +23%
AAP
218
Arax Advisory Partners
Colorado
$5K +$3.52K +92 +164%
TWA
219
TCI Wealth Advisors
Arizona
$5K +$5.35K +140 New
Bessemer Group
220
Bessemer Group
New Jersey
$4K
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$4K
PMFA
222
Plante Moran Financial Advisors
Michigan
$4K +$3.63K +95 New
SO
223
STRS Ohio
Ohio
$3K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$3K +$1.49K +39 +65%
BIA
225
Bell Investment Advisors
California
$3K +$3.32K +87 New

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.