Evertec
EVTC
137 hedge funds and large institutions have $930M invested in Evertec in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 31 reducing their positions, and 14 closing their positions.
97% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 31
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
5% more funds holding
Funds holding: 131 → 137 (+6)
0.1% more ownership
Funds ownership: 80.38% → 80.48% (+0.1%)
11% less capital invested
Capital invested by funds: $1.05B → $930M (-$116M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$66.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$16.5M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$10.5M |
| 4 |
SI
Sapience Investments
Newport Beach,
California
|
+$6.21M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$25.3M |
| 2 |
FCP
Fine Capital Partners
New York
|
-$23.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.73M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.35M |
| 5 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$5.64M |
EVTC Hedge Fund Activity: Q1 2017 in Review
137 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2017, worth a combined $930M — down 11% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EVTC positions and 14 closed out — a net gain of 12 holders — while 61 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock, adding an estimated $66.9M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $25.3M sold.
- 137 institutional investors held Evertec (EVTC) as of Q1 2017, up from 131 in Q4 2016.
- Funds reported $930M of Evertec stock for Q1 2017, down 11% quarter-over-quarter.
- 26 funds opened new Evertec positions in Q1 2017 and 14 closed out, a net change of +12 holders.
- The largest Evertec buyer in Q1 2017 was BlackRock, an estimated $66.9M added.
- The largest Evertec seller in Q1 2017 was Epoch Investment Partners, an estimated $25.3M sold.
Based on aggregated 13F filings for Q1 2017.