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Evertec
EVTC

232 hedge funds and large institutions have $2.69B invested in Evertec in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $2.54B → $2.69B (+$150M)

3% more funds holding

Funds holding: 226 → 232 (+6)

1.03% more ownership

Funds ownership: 80.78% → 81.81% (+1%)

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

55% less call options, than puts

Call options by funds: $97K | Put options by funds: $215K

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
29
Increased
76
Reduced
92
Closed
21
Calls
$97K
Puts
$215K
Net Calls
-$118K
Net Calls Change
-$471K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$29.8M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$22.6M
3
BCM
Bares Capital Management
Texas
+$13M
4
SG Americas Securities
SG Americas Securities
New York
+$7.15M
5
Boston Partners
Boston Partners
Massachusetts
+$4.19M

Top Sellers

1
RC
Rivulet Capital
New Jersey
-$32M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.4M
3
BlackRock
BlackRock
New York
-$10.7M
4
RA
Royce & Associates
New York
-$6.22M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$409M -$10.7M -236,629 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$342M +$474K +10,513 +0.1%
Boston Partners
3
Boston Partners
Massachusetts
$210M +$4.19M +92,809 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$184M -$532K -11,788 -0.3%
Capital International Investors
5
Capital International Investors
California
$146M +$29.8M +660,684 +26%
American Century Companies
6
American Century Companies
Missouri
$132M +$2.39M +53,017 +2%
State Street
7
State Street
Massachusetts
$89.6M +$139K +3,077 +0.2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$70.6M -$15.6K -345 -0%
Renaissance Technologies
9
Renaissance Technologies
New York
$60.1M -$1.61M -35,794 -3%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$58.3M +$2.67M +59,170 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$44.7M -$4.77M -105,720 -10%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$42.8M +$22.6M +501,199 +115%
Northern Trust
13
Northern Trust
Illinois
$40.9M -$387K -8,579 -1%
CGPCS
14
Capital Group Private Client Services
California
$38.1M +$37.5M +832,392 New
RC
15
Rivulet Capital
New Jersey
$37.6M -$32M -709,569 -46%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$37M +$338K +7,498 +0.9%
NSAM
17
North Star Asset Management
Wisconsin
$33M -$96.8K -2,147 -0.3%
Norges Bank
18
Norges Bank
Norway
$29.1M +$465K +10,307 +2%
Charles Schwab
19
Charles Schwab
California
$27.4M +$144K +3,195 +0.5%
Principal Financial Group
20
Principal Financial Group
Iowa
$24.6M -$210K -4,662 -0.9%
Invesco
21
Invesco
Georgia
$24.5M -$704K -15,610 -3%
Man Group
22
Man Group
United Kingdom
$20.3M +$410K +9,101 +2%
Macquarie Group
23
Macquarie Group
Australia
$19.8M -$2.33M -51,564 -11%
Wells Fargo
24
Wells Fargo
California
$18.8M -$322K -7,132 -2%
DDC
25
DF Dent & Co
Maryland
$18.6M +$527K +11,686 +3%
1
2 3 4 5

EVTC Hedge Fund Activity: Q3 2021 in Review

232 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2021, worth a combined $2.69B — up 5.9% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EVTC positions and 21 closed out — a net gain of 8 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Capital International Investors, adding an estimated $29.8M. The largest seller was Rivulet Capital, cutting an estimated $32M.

  • 232 institutional investors held Evertec (EVTC) as of Q3 2021, up from 226 in Q2 2021.
  • Funds reported $2.69B of Evertec stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 29 funds opened new Evertec positions in Q3 2021 and 21 closed out, a net change of +8 holders.
  • The largest Evertec buyer in Q3 2021 was Capital International Investors, an estimated $29.8M added.
  • The largest Evertec seller in Q3 2021 was Rivulet Capital, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2021.