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Evertec
EVTC

270 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

2% more funds holding

Funds holding: 266 → 270 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.29% less ownership

Funds ownership: 100.52% → 99.23% (-1.3%)

7% less capital invested

Capital invested by funds: $2.31B → $2.14B (-$161M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
270
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
82
Reduced
107
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$21.1M
2
American Century Companies
American Century Companies
Missouri
+$11.7M
3
Boston Partners
Boston Partners
Massachusetts
+$5.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.61M
5
ICM
Invenomic Capital Management
Massachusetts
+$4.6M

Top Sellers

1
DDC
DF Dent & Co
Maryland
-$10.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$10.1M
3
UBS AM
UBS AM
Illinois
-$9.25M
4
GC
Globeflex Capital
California
-$9.18M
5
BlackRock
BlackRock
New York
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$13M +$6.03K +173 +0%
CCMG
27
Clark Capital Management Group
Pennsylvania
$12.3M +$3.88M +111,322 +44%
Principal Financial Group
28
Principal Financial Group
Iowa
$11.8M +$1.2M +34,304 +11%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$11.5M +$4.61M +132,351 +64%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$10.9M +$171K +4,901 +2%
PCM
31
Palisade Capital Management
New Jersey
$10.2M -$127K -3,637 -1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$9.63M -$1.18M -33,985 -11%
Renaissance Technologies
33
Renaissance Technologies
New York
$9.35M -$150K -4,300 -2%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.43M -$242K -6,930 -3%
ICM
35
Invenomic Capital Management
Massachusetts
$8.36M +$4.6M +132,063 +114%
N
36
Nuveen
North Carolina
$8.33M – – –
SBCM
37
Schwerin Boyle Capital Management
Massachusetts
$7.35M – – –
NC
38
Nicholas Company
Wisconsin
$7.3M -$3.49K -100 -0%
Goldman Sachs
39
Goldman Sachs
New York
$6.98M +$2.51M +71,894 +53%
HA
40
Heartland Advisors
Wisconsin
$6.76M +$3.14M +90,000 +82%
APC
41
Alpine Peaks Capital
New York
$6.45M +$837K +24,000 +14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.01M +$97.5K +2,797 +2%
Legal & General Group
43
Legal & General Group
United Kingdom
$5.99M -$215K -6,178 -3%
PAM
44
Panagora Asset Management
Massachusetts
$5.68M +$3.44M +98,768 +143%
Invesco
45
Invesco
Georgia
$5.43M -$517K -14,825 -8%
Two Sigma Investments
46
Two Sigma Investments
New York
$5.34M -$2.43M -69,638 -31%
Raymond James Financial
47
Raymond James Financial
Florida
$4.77M -$77.2K -2,213 -2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$4.54M +$152K +4,350 +3%
Barclays
49
Barclays
United Kingdom
$4.51M -$1.22M -34,894 -21%
Bank of America
50
Bank of America
North Carolina
$4.49M -$1.45M -41,637 -24%
1
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EVTC Hedge Fund Activity: Q3 2025 in Review

270 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2025, worth a combined $2.14B — down 7% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EVTC positions and 39 closed out — a net gain of 7 holders — while 82 added to existing stakes and 107 trimmed.

The largest buyer was Millennium Management, adding an estimated $21.1M. The largest seller was DF Dent & Co, exiting entirely with an estimated $10.5M sold.

  • 270 institutional investors held Evertec (EVTC) as of Q3 2025, up from 266 in Q2 2025.
  • Funds reported $2.14B of Evertec stock for Q3 2025, down 7% quarter-over-quarter.
  • 46 funds opened new Evertec positions in Q3 2025 and 39 closed out, a net change of +7 holders.
  • The largest Evertec buyer in Q3 2025 was Millennium Management, an estimated $21.1M added.
  • The largest Evertec seller in Q3 2025 was DF Dent & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2025.