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Evertec

248 hedge funds and large institutions have $2.19B invested in Evertec in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $552K | Put options by funds: $159K

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

2% more funds holding

Funds holding: 243248 (+5)

2% more capital invested

Capital invested by funds: $2.15B → $2.19B (+$42.4M)

0.7% more ownership

Funds ownership: 100.47%101.17% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 105

Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
65
Reduced
105
Closed
24
Calls
$552K
Puts
$159K
Net Calls
+$393K
Net Calls Change
+$323K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$2.03K +$1.67K +50 +500%
FFA
227
Frazier Financial Advisors
Ohio
$1.9K -$11.3K -338 -86%
CA
228
Continuum Advisory
Idaho
$1.76K +$1.2K +36 +240%
FG
229
Fairman Group
Pennsylvania
$1.73K
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.63K
CAS
231
Coppell Advisory Solutions
Texas
$1.56K
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$1.49K
FFA
233
Farther Finance Advisors
California
$1.46K
S
234
SignatureFD
Georgia
$1.19K -$1.07K -32 -48%
PWMG
235
Private Wealth Management Group
New Jersey
$1.05K
EWA
236
EverSource Wealth Advisors
Alabama
$1.02K
Bessemer Group
237
Bessemer Group
New Jersey
$1K +$1.17K +35 New
JWA
238
JFS Wealth Advisors
Pennsylvania
$712 -$67 -2 -9%
CWP
239
Concord Wealth Partners
Virginia
$576 +$567 +17 New
QCG
240
Quadrant Capital Group
Ohio
$543
AWM
241
Abound Wealth Management
Tennessee
$204 -$233 -7 -54%
MFG
242
Mendota Financial Group
Wisconsin
$204 +$200 +6 New
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$169
AF
244
Advisornet Financial
Minnesota
$169 +$167 +5 New
SIC
245
SJS Investment Consulting
Ohio
$136
CPA
246
Capital Performance Advisors
California
$136 +$133 +4 New
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$102 -$33 -1 -25%
Capital International Investors
248
Capital International Investors
California
-$46.7M -1,404,514 Closed
BCM
249
Bares Capital Management
Texas
-$9.48M -285,000 Closed
GLA
250
Great Lakes Advisors
Illinois
-$5.3M -159,503 Closed

EVTC Hedge Fund Activity: Q3 2024 in Review

248 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2024, worth a combined $2.19B — up 2% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EVTC positions and 24 closed out — a net gain of 8 holders — while 65 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 243 in Q2 2024.
  • Funds reported $2.19B of Evertec stock for Q3 2024, up 2% quarter-over-quarter.
  • 32 funds opened new Evertec positions in Q3 2024 and 24 closed out, a net change of +8 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.