Evertec
EVTC
248 hedge funds and large institutions have $2B invested in Evertec in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 30 closing their positions.
321% more call options, than puts
Call options by funds: $884K | Put options by funds: $210K
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 250 → 248 (-2)
1% less capital invested
Capital invested by funds: $2.02B → $2B (-$19.6M)
9% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 94
1.68% less ownership
Funds ownership: 96.25% → 94.57% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$8.06M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$6.18M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$5.97M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$5.52M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$10.5M |
| 2 |
RA
Royce & Associates
New York
|
-$9.85M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$7.84M |
| 4 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
-$6.77M |
| 5 |
EMG
ETF Managers Group
Summit,
New Jersey
|
-$6.76M |
EVTC Hedge Fund Activity: Q4 2022 in Review
248 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q4 2022, worth a combined $2B — down 0.97% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EVTC positions and 30 closed out — a net gain of 2 holders — while 86 added to existing stakes and 94 trimmed.
The largest buyer was River Road Asset Management, adding an estimated $8.06M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $10.5M.
- 248 institutional investors held Evertec (EVTC) as of Q4 2022, down from 250 in Q3 2022.
- Funds reported $2B of Evertec stock for Q4 2022, down 0.97% quarter-over-quarter.
- 32 funds opened new Evertec positions in Q4 2022 and 30 closed out, a net change of +2 holders.
- The largest Evertec buyer in Q4 2022 was River Road Asset Management, an estimated $8.06M added.
- The largest Evertec seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2022.