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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
Wells Fargo
26
Wells Fargo
California
$12.6M -$6.21M -186,465 -33%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$12.1M -$2.94M -88,292 -20%
JP Morgan Chase
28
JP Morgan Chase
New York
$11.4M +$1.12M +33,462 +11%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$10.9M -$11.4K -341 -0.1%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$10.8M +$6.51M +195,208 +158%
Principal Financial Group
31
Principal Financial Group
Iowa
$10.3M -$1.59M -47,667 -14%
N
32
Nuveen
North Carolina
$9.35M -$87.6K -2,628 -0.9%
Two Sigma Investments
33
Two Sigma Investments
New York
$9.06M +$7.43M +222,934 +500%
Goldman Sachs
34
Goldman Sachs
New York
$9.04M +$4.49M +134,587 +102%
APC
35
Alpine Peaks Capital
New York
$8.82M +$933K +28,000 +12%
LSV Asset Management
36
LSV Asset Management
Illinois
$8.48M -$1.49M -44,700 -15%
Norges Bank
37
Norges Bank
Norway
$8.03M -$2.24M -67,067 -22%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$7.69M +$3.44M +103,174 +83%
SBCM
39
Schwerin Boyle Capital Management
Massachusetts
$7.37M
NC
40
Nicholas Company
Wisconsin
$7.32M
FMI
41
F/M Investments
District of Columbia
$6.52M +$723K +21,680 +13%
UBS AM
42
UBS AM
Illinois
$6.36M -$186K -5,586 -3%
PCM
43
Palisade Capital Management
New Jersey
$6.31M +$6.2M +186,138 New
ICM
44
Invenomic Capital Management
Massachusetts
$6.3M -$1.2M -36,010 -16%
Legal & General Group
45
Legal & General Group
United Kingdom
$6.05M +$4.87K +146 +0.1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$5.8M -$252K -7,562 -4%
RJA
47
Raymond James & Associates
Florida
$5.61M -$653K -19,596 -11%
Citadel Advisors
48
Citadel Advisors
Florida
$5.43M +$4.56M +136,902 +584%
Bank of America
49
Bank of America
North Carolina
$5.18M -$23.3M -698,461 -82%
CCMG
50
Clark Capital Management Group
Pennsylvania
$5.15M +$2.3M +69,081 +83%

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.