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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
KTA
51
Keeley-Teton Advisors
Illinois
$4.75M
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.6M -$200K -6,000 -4%
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.26M -$100K -3,000 -2%
EP
54
Edgestream Partners
New Jersey
$4.25M -$3.98M -119,534 -49%
Deutsche Bank
55
Deutsche Bank
Germany
$4.04M +$280K +8,405 +8%
Barclays
56
Barclays
United Kingdom
$3.91M +$3.05M +91,632 +386%
HA
57
Heartland Advisors
Wisconsin
$3.73M -$348K -10,450 -9%
ECM
58
ExodusPoint Capital Management
New York
$3.52M +$3.46M +103,718 New
ACA
59
Aptus Capital Advisors
Alabama
$3.45M +$458K +13,738 +16%
Stifel Financial
60
Stifel Financial
Missouri
$3.35M -$1.09M -32,665 -25%
AG
61
Algert Global
California
$3.1M +$2.82M +84,750 +1,286%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$3.05M +$1.54M +46,212 +105%
Jane Street
63
Jane Street
New York
$3.01M -$1.58M -47,319 -35%
Citigroup
64
Citigroup
New York
$2.97M +$860K +25,791 +42%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.69M -$187K -5,622 -7%
SI
66
Sapience Investments
California
$2.59M -$36.7K -1,101 -1%
Canada Life
67
Canada Life
Manitoba, Canada
$2.59M -$116K -3,483 -4%
Prudential Financial
68
Prudential Financial
New Jersey
$2.53M -$101K -3,039 -4%
Millennium Management
69
Millennium Management
New York
$2.38M -$3.43M -102,861 -59%
BCC
70
Bridge City Capital
Oregon
$2.31M +$326K +9,782 +17%
BA
71
Bridgewater Associates
Connecticut
$2.3M -$38.2K -1,147 -2%
PCM
72
Penserra Capital Management
California
$2.15M -$584K -17,533 -22%
Holocene Advisors
73
Holocene Advisors
New York
$2.08M +$1.39M +41,563 +210%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$2.08M +$1.36M +40,800 +199%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.07M -$97.5K -2,926 -5%

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.