Evertec
EVTC
248 hedge funds and large institutions have $2.19B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 105 reducing their positions, and 24 closing their positions.
247% more call options, than puts
Call options by funds: $552K | Put options by funds: $159K
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
2% more funds holding
Funds holding: 244 → 248 (+4)
2% more capital invested
Capital invested by funds: $2.15B → $2.19B (+$41.6M)
0.68% more ownership
Funds ownership: 100.49% → 101.17% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
37% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.3M |
| 2 |
Two Sigma Investments
New York
|
+$7.43M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$6.51M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$6.4M |
| 5 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$6.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$46.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$23.3M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
-$9.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.91M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.21M |
EVTC Hedge Fund Activity: Q3 2024 in Review
248 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2024, worth a combined $2.19B — up 1.9% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EVTC positions and 24 closed out — a net gain of 7 holders — while 66 added to existing stakes and 105 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $81.3M. The largest seller was Capital International Investors, exiting entirely with an estimated $46.7M sold.
- 248 institutional investors held Evertec (EVTC) as of Q3 2024, up from 244 in Q2 2024.
- Funds reported $2.19B of Evertec stock for Q3 2024, up 1.9% quarter-over-quarter.
- 31 funds opened new Evertec positions in Q3 2024 and 24 closed out, a net change of +7 holders.
- The largest Evertec buyer in Q3 2024 was Fidelity Investments, an estimated $81.3M added.
- The largest Evertec seller in Q3 2024 was Capital International Investors, an estimated $46.7M sold.
Based on aggregated 13F filings for Q3 2024.