Evertec
EVTC
243 hedge funds and large institutions have $2.15B invested in Evertec in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 45 closing their positions.
81% more call options, than puts
Call options by funds: $156K | Put options by funds: $86K
0.37% less ownership
Funds ownership: 100.84% → 100.47% (-0.37%)
7% less funds holding
Funds holding: 260 → 243 (-17)
18% less capital invested
Capital invested by funds: $2.63B → $2.15B (-$481M)
25% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 97
29% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 45
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$146M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.4M |
| 3 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$8.85M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$7.52M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$62.8M |
| 2 |
SM
Sunriver Management
Greenwich,
Connecticut
|
-$35.1M |
| 3 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
-$16.5M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$14.9M |
| 5 |
OFCM
One Fin Capital Management
San Francisco,
California
|
-$14M |
EVTC Hedge Fund Activity: Q2 2024 in Review
243 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2024, worth a combined $2.15B — down 18% from $2.63B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of EVTC and 32 opened new positions — a net loss of 13 holders — while 97 trimmed existing stakes and 73 added.
The largest buyer was Fidelity Investments, adding an estimated $146M. The largest seller was Capital International Investors, cutting an estimated $62.8M.
- 243 institutional investors held Evertec (EVTC) as of Q2 2024, down from 260 in Q1 2024.
- Funds reported $2.15B of Evertec stock for Q2 2024, down 18% quarter-over-quarter.
- 32 funds opened new Evertec positions in Q2 2024 and 45 closed out, a net change of -13 holders.
- The largest Evertec buyer in Q2 2024 was Fidelity Investments, an estimated $146M added.
- The largest Evertec seller in Q2 2024 was Capital International Investors, an estimated $62.8M sold.
Based on aggregated 13F filings for Q2 2024.