Evertec
EVTC
230 hedge funds and large institutions have $2.27B invested in Evertec in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 21 closing their positions.
143% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 21
15% more funds holding
Funds holding: 200 → 230 (+30)
12% more capital invested
Capital invested by funds: $2.03B → $2.27B (+$236M)
1.25% less ownership
Funds ownership: 81.54% → 80.29% (-1.3%)
16% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 82
22% less call options, than puts
Call options by funds: $597K | Put options by funds: $762K
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$59.6M |
| 2 |
Morgan Stanley
New York
|
+$13.1M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$12.8M |
| 4 |
BlackRock
New York
|
+$12.4M |
| 5 |
SRFM
Shannon River Fund Management
New York
|
+$8.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Rivulet Capital
Summit,
New Jersey
|
-$37.2M |
| 2 |
Millennium Management
New York
|
-$16.8M |
| 3 |
ClearBridge Investments
New York
|
-$16.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.9M |
| 5 |
PCM
Pentwater Capital Management
Naples,
Florida
|
-$12.9M |
EVTC Hedge Fund Activity: Q4 2020 in Review
230 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2020, worth a combined $2.27B — up 12% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new EVTC positions and 21 closed out — a net gain of 30 holders — while 69 added to existing stakes and 82 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $59.6M. The largest seller was Rivulet Capital, cutting an estimated $37.2M.
- 230 institutional investors held Evertec (EVTC) as of Q4 2020, up from 200 in Q3 2020.
- Funds reported $2.27B of Evertec stock for Q4 2020, up 12% quarter-over-quarter.
- 51 funds opened new Evertec positions in Q4 2020 and 21 closed out, a net change of +30 holders.
- The largest Evertec buyer in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $59.6M added.
- The largest Evertec seller in Q4 2020 was Rivulet Capital, an estimated $37.2M sold.
Based on aggregated 13F filings for Q4 2020.