Evertec
EVTC
125 hedge funds and large institutions have $1.45B invested in Evertec in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
26% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 39
1.11% more ownership
Funds ownership: 82.97% → 84.08% (+1.1%)
1% less capital invested
Capital invested by funds: $1.47B → $1.45B (-$19.7M)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
4% less funds holding
Funds holding: 130 → 125 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$21.3M |
| 2 |
FCP
Fine Capital Partners
New York
|
+$19.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Roystone Capital Management
New York
|
-$51.7M |
| 2 |
CM
Corvex Management
New York
|
-$21.1M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$17.5M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$12.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$5.79M |
EVTC Hedge Fund Activity: Q4 2014 in Review
125 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2014, worth a combined $1.45B — down 1.3% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of EVTC and 19 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 49 added.
The largest buyer was Boston Partners, adding an estimated $21.3M. The largest seller was Roystone Capital Management, exiting entirely with an estimated $51.7M sold.
- 125 institutional investors held Evertec (EVTC) as of Q4 2014, down from 130 in Q3 2014.
- Funds reported $1.45B of Evertec stock for Q4 2014, down 1.3% quarter-over-quarter.
- 19 funds opened new Evertec positions in Q4 2014 and 21 closed out, a net change of -2 holders.
- The largest Evertec buyer in Q4 2014 was Boston Partners, an estimated $21.3M added.
- The largest Evertec seller in Q4 2014 was Roystone Capital Management, an estimated $51.7M sold.
Based on aggregated 13F filings for Q4 2014.