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Evertec
EVTC

Overview Fund Activity

265 hedge funds and large institutions have $2.31B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
93
Reduced
98
Closed
24
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$4K

Top Buyers

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

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$755K
2
LSV Asset Management
LSV Asset Management
Illinois
$483K
3
ICM
Invenomic Capital Management
Massachusetts
$4.16M
4
Victory Capital Management
Victory Capital Management
Texas
$64.8M
5
DDC
DF Dent & Co
Maryland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$11.5M -$247K -6,864 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$11.5M -$476K -13,199 -4%
Principal Financial Group
28
Principal Financial Group
Iowa
$11.4M -$72.4K -2,008 -0.6%
PCM
29
Palisade Capital Management
New Jersey
$11M -$313K -8,681 -3%
DDC
30
DF Dent & Co
Maryland
$10.5M -$5.07M -140,675 -32%
GC
31
Globeflex Capital
California
$10.4M +$10.3M +286,075 +9,134%
Renaissance Technologies
32
Renaissance Technologies
New York
$10.1M +$1.45M +40,200 +17%
UBS AM
33
UBS AM
Illinois
$9.25M +$6.12M +169,844 +196%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.25M +$1.98M +54,825 +27%
CCMG
35
Clark Capital Management Group
Pennsylvania
$9.06M +$769K +21,318 +9%
NL
36
Nuveen LLC
North Carolina
$8.89M +$1.83M +50,892 +26%
Two Sigma Investments
37
Two Sigma Investments
New York
$8.21M +$385K +10,685 +5%
SBCM
38
Schwerin Boyle Capital Management
Massachusetts
$7.84M – – –
NC
39
Nicholas Company
Wisconsin
$7.79M – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$7.5M +$6.06M +168,225 +423%
Legal & General Group
41
Legal & General Group
United Kingdom
$6.61M +$386K +10,711 +6%
UBS Group
42
UBS Group
Switzerland
$6.52M +$3.5M +97,070 +116%
Invesco
43
Invesco
Georgia
$6.33M +$1.73M +48,095 +38%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$6.31M +$54.2K +1,503 +0.9%
Bank of America
45
Bank of America
North Carolina
$6.3M -$1.77M -49,042 -22%
Barclays
46
Barclays
United Kingdom
$6.07M +$2.93M +81,232 +93%
APC
47
Alpine Peaks Capital
New York
$6.01M – – –
Raymond James Financial
48
Raymond James Financial
Florida
$5.17M -$129K -3,581 -2%
Goldman Sachs
49
Goldman Sachs
New York
$4.86M -$3.67M -101,853 -43%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$4.69M +$40.5K +1,123 +0.9%
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