We are live on ! Find out more
EVTC icon

Evertec

254 hedge funds and large institutions have $2.98B invested in Evertec in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $19K | Put options by funds: $4K

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

11% more capital invested

Capital invested by funds: $2.69B → $2.98B (+$291M)

9% more funds holding

Funds holding: 232254 (+22)

1.26% more ownership

Funds ownership: 81.81%83.07% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
94
Reduced
80
Closed
23
Calls
$19K
Puts
$4K
Net Calls
+$15K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$460M +$12M +258,409 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$375M +$684K +14,785 +0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$228M +$25.3M +546,882 +14%
Boston Partners
4
Boston Partners
Massachusetts
$200M -$27.1M -586,443 -13%
Capital International Investors
5
Capital International Investors
California
$173M +$12.8M +277,034 +9%
American Century Companies
6
American Century Companies
Missouri
$168M +$22.6M +488,136 +17%
State Street
7
State Street
Massachusetts
$101M +$2.52M +54,370 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$76.2M -$920K -19,886 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$64.2M -$1.39M -30,035 -2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$62M -$1.55M -33,514 -3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$53.4M +$6.15M +132,807 +14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$50.8M +$1.75M +37,888 +4%
Northern Trust
13
Northern Trust
Illinois
$45.5M +$795K +17,170 +2%
CGPCS
14
Capital Group Private Client Services
California
$41.5M -$83.7K -1,809 -0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37.1M -$3.03M -65,487 -8%
NSAM
16
North Star Asset Management
Wisconsin
$35.5M -$509K -10,988 -2%
Bank of America
17
Bank of America
North Carolina
$35.3M +$22.9M +495,099 +235%
Charles Schwab
18
Charles Schwab
California
$31M +$925K +19,986 +3%
Norges Bank
19
Norges Bank
Norway
$30.5M -$1.22M -26,400 -4%
Invesco
20
Invesco
Georgia
$29.1M +$2.13M +46,086 +9%
Wells Fargo
21
Wells Fargo
California
$26.6M +$5.68M +122,692 +30%
Principal Financial Group
22
Principal Financial Group
Iowa
$23.8M -$2.91M -62,763 -12%
Man Group
23
Man Group
United Kingdom
$23.6M +$1.31M +28,376 +6%
Macquarie Group
24
Macquarie Group
Australia
$23.2M +$1.39M +30,082 +7%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$20.5M +$1.03M +22,354 +6%

EVTC Hedge Fund Activity: Q4 2021 in Review

254 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2021, worth a combined $2.98B — up 11% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EVTC positions and 23 closed out — a net gain of 24 holders — while 94 added to existing stakes and 80 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $25.3M. The largest seller was Rivulet Capital, cutting an estimated $30.3M.

  • 254 institutional investors held Evertec (EVTC) as of Q4 2021, up from 232 in Q3 2021.
  • Funds reported $2.98B of Evertec stock for Q4 2021, up 11% quarter-over-quarter.
  • 47 funds opened new Evertec positions in Q4 2021 and 23 closed out, a net change of +24 holders.
  • The largest Evertec buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $25.3M added.
  • The largest Evertec seller in Q4 2021 was Rivulet Capital, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2021.