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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
CGPCS
251
Capital Group Private Client Services
California
-$1.26M -37,916 Closed
BFG
252
Bleakley Financial Group
New Jersey
-$594K -17,871 Closed
SW
253
Simplicity Wealth
New Jersey
-$594K -17,871 Closed
MML Investors Services
254
MML Investors Services
Massachusetts
-$591K -17,775 Closed
UM
255
UniSuper Management
Australia
-$471K -14,156 Closed
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
-$407K -12,244 Closed
Connor, Clark & Lunn Investment Management (CC&L)
257
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$378K -11,371 Closed
CC
258
Centiva Capital
New York
-$375K -11,292 Closed
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
-$320K -9,624 Closed
Balyasny Asset Management
260
Balyasny Asset Management
Illinois
-$305K -9,171 Closed
Verition Fund Management
261
Verition Fund Management
Connecticut
-$269K -8,088 Closed
BC
262
Bridgefront Capital
Texas
-$253K -7,621 Closed
SIA
263
Sit Investment Associates
Minnesota
-$60K -1,800 Closed
OWA
264
Opal Wealth Advisors
New York
-$27.8K -835 Closed
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
-$5.91K -180 Closed
WIM
266
Westside Investment Management
California
-$2.39K -72 Closed
SPIA
267
Steward Partners Investment Advisory
New York
-$1.63K -49 Closed
TWC
268
TD Waterhouse Canada
Ontario, Canada
-$760 -23 Closed
CFGS
269
Concourse Financial Group Securities
Alabama
-$700 -21 Closed
WIA
270
Wetzel Investment Advisors
Indiana
-$319 -8 Closed
TFM
271
TFC Financial Management
Massachusetts
-$34 -1 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.