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Evertec
EVTC

Overview Fund Activity

263 hedge funds and large institutions have $2.3B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 97 reducing their positions, and 24 closing their positions.

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
92
Reduced
97
Closed
24
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$4K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$13M
2
GC
2
Globeflex Capital
California
$10.4M
3
UBS AM
3
UBS AM
Illinois
$9.25M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.5M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$4.56M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$755K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$483K
3
ICM
3
Invenomic Capital Management
Massachusetts
$4.16M
4
Victory Capital Management
4
Victory Capital Management
Texas
$64.8M
5
DDC
5
DF Dent & Co
Maryland
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$344M 9,542,111 +11,319 +0.1%
BlackRock
2
BlackRock
New York
$340M 9,424,101 -72,041 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$258M 7,165,922 +32,400 +0.5%
American Century Companies
4
American Century Companies
Missouri
$164M 4,558,374 +46,147 +1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$124M 3,435,704 -38,249 -1%
State Street
6
State Street
Massachusetts
$88.3M 2,449,044 -1,653 -0.1%
RRAM
7
River Road Asset Management
Kentucky
$66.8M 1,849,213 -25,394 -1%
Victory Capital Management
8
Victory Capital Management
Texas
$64.8M 1,796,160 -171,462 -9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$55.4M 1,536,807 -17,582 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$53.2M 1,476,778 +9,506 +0.6%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$43M 1,191,561 -28,736 -2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$41.6M 1,153,293 -2,101 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$30.9M 857,839 -13,212 -2%
NSAM
14
North Star Asset Management
Wisconsin
$29.3M 813,506 -2,310 -0.3%
Northern Trust
15
Northern Trust
Illinois
$29.2M 810,245 -97,415 -11%
Morgan Stanley
16
Morgan Stanley
New York
$23.7M 656,572 -34,396 -5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$23.1M 641,098 +9,221 +1%
Charles Schwab
18
Charles Schwab
California
$23M 639,035 +58,535 +10%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$20.1M 558,287 -9,429 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$18.4M 510,203 -7,047 -1%
CCP
21
Clifford Capital Partners
Utah
$15.7M 435,431 +12,880 +3%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$15.6M 432,220 +37,700 +10%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$13.8M 383,914 -21,935 -5%
Wells Fargo
24
Wells Fargo
California
$13.5M 375,033 -192 -0.1%
Boston Partners
25
Boston Partners
Massachusetts
$13M 363,466 +363,466 New
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