Evertec
EVTC
234 hedge funds and large institutions have $2.32B invested in Evertec in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 90 increasing their positions, 88 reducing their positions, and 32 closing their positions.
2,529% more call options, than puts
Call options by funds: $184K | Put options by funds: $7K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
9% more capital invested
Capital invested by funds: $2.13B → $2.32B (+$197M)
2% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 88
0.36% more ownership
Funds ownership: 96.54% → 96.9% (+0.36%)
5% less funds holding
Funds holding: 247 → 234 (-13)
38% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$10.5M |
| 2 |
Man Group
London,
United Kingdom
|
+$8.94M |
| 3 |
JP Morgan Chase
New York
|
+$8.7M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$8.55M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$7.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.55M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$6.77M |
| 3 |
Renaissance Technologies
New York
|
-$6.32M |
| 4 |
Millennium Management
New York
|
-$4.76M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.31M |
EVTC Hedge Fund Activity: Q2 2023 in Review
234 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2023, worth a combined $2.32B — up 9.2% from $2.13B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of EVTC and 20 opened new positions — a net loss of 12 holders — while 88 trimmed existing stakes and 90 added.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $10.5M. The largest seller was Vanguard Group, cutting an estimated $8.55M.
- 234 institutional investors held Evertec (EVTC) as of Q2 2023, down from 247 in Q1 2023.
- Funds reported $2.32B of Evertec stock for Q2 2023, up 9.2% quarter-over-quarter.
- 20 funds opened new Evertec positions in Q2 2023 and 32 closed out, a net change of -12 holders.
- The largest Evertec buyer in Q2 2023 was Pathstone Family Office, an estimated $10.5M added.
- The largest Evertec seller in Q2 2023 was Vanguard Group, an estimated $8.55M sold.
Based on aggregated 13F filings for Q2 2023.