Evertec
EVTC
131 hedge funds and large institutions have $1.05B invested in Evertec in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
41% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 41
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
6% more capital invested
Capital invested by funds: $990M → $1.05B (+$55.2M)
2% more funds holding
Funds holding: 129 → 131 (+2)
0.62% more ownership
Funds ownership: 79.77% → 80.38% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$30.5M |
| 2 |
TA
Teachers Advisors
New York
|
+$13.2M |
| 3 |
Renaissance Technologies
New York
|
+$5.33M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.26M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$49M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$12.5M |
| 3 |
FCP
Fine Capital Partners
New York
|
-$9.62M |
| 4 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$8.4M |
| 5 |
Millennium Management
New York
|
-$7.27M |
EVTC Hedge Fund Activity: Q4 2016 in Review
131 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2016, worth a combined $1.05B — up 5.6% from $990M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EVTC positions and 16 closed out — a net gain of 2 holders — while 58 added to existing stakes and 41 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $30.5M. The largest seller was Wells Fargo, cutting an estimated $49M.
- 131 institutional investors held Evertec (EVTC) as of Q4 2016, up from 129 in Q3 2016.
- Funds reported $1.05B of Evertec stock for Q4 2016, up 5.6% quarter-over-quarter.
- 18 funds opened new Evertec positions in Q4 2016 and 16 closed out, a net change of +2 holders.
- The largest Evertec buyer in Q4 2016 was Capital Research Global Investors, an estimated $30.5M added.
- The largest Evertec seller in Q4 2016 was Wells Fargo, an estimated $49M sold.
Based on aggregated 13F filings for Q4 2016.