Evertec
EVTC
252 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 98 reducing their positions, and 15 closing their positions.
23,700% more call options, than puts
Call options by funds: $952K | Put options by funds: $4K
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
8% more funds holding
Funds holding: 234 → 252 (+18)
1.66% more ownership
Funds ownership: 96.9% → 98.57% (+1.7%)
2% more capital invested
Capital invested by funds: $2.32B → $2.38B (+$54.8M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
18% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.8M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$7.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.73M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$6.62M |
| 5 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.9M |
| 2 |
BlackRock
New York
|
-$11.1M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$10.5M |
| 4 |
Man Group
London,
United Kingdom
|
-$10.1M |
| 5 |
SM
Sunriver Management
Greenwich,
Connecticut
|
-$4.18M |
EVTC Hedge Fund Activity: Q3 2023 in Review
252 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2023, worth a combined $2.38B — up 2.4% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EVTC positions and 15 closed out — a net gain of 21 holders — while 80 added to existing stakes and 98 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $33.8M. The largest seller was Goldman Sachs, cutting an estimated $17.9M.
- 252 institutional investors held Evertec (EVTC) as of Q3 2023, up from 234 in Q2 2023.
- Funds reported $2.38B of Evertec stock for Q3 2023, up 2.4% quarter-over-quarter.
- 36 funds opened new Evertec positions in Q3 2023 and 15 closed out, a net change of +21 holders.
- The largest Evertec buyer in Q3 2023 was Fidelity Investments, an estimated $33.8M added.
- The largest Evertec seller in Q3 2023 was Goldman Sachs, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2023.