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Evertec

253 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $412K | Put options by funds: $92K

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $2.25B → $2.34B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.25% less ownership

Funds ownership: 102.3%100.06% (-2.2%)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
82
Reduced
99
Closed
27
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$4.53M -$86.4K -2,500 -2%
Norges Bank
52
Norges Bank
Norway
$4.22M -$2.61M -75,509 -40%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$4.07M -$376K -10,900 -9%
HA
54
Heartland Advisors
Wisconsin
$4.04M
CSS
55
Cubist Systematic Strategies
Connecticut
$3.65M +$3.43M +99,364 New
Citigroup
56
Citigroup
New York
$3.55M -$19.9K -576 -0.6%
AC
57
Aristides Capital
Kentucky
$3.25M +$541K +15,655 +22%
Barclays
58
Barclays
United Kingdom
$3.2M -$1.1M -31,738 -27%
Universal-Beteiligungs- und Servicegesellschaft
59
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.19M -$112K -3,238 -4%
UBS AM
60
UBS AM
Illinois
$3.19M +$29.2K +846 +1%
UBS Group
61
UBS Group
Switzerland
$3.08M -$2.98M -86,220 -51%
Millennium Management
62
Millennium Management
New York
$3.07M +$2.01M +58,166 +230%
Stifel Financial
63
Stifel Financial
Missouri
$3.05M -$322K -9,313 -10%
Citadel Advisors
64
Citadel Advisors
Florida
$3.03M +$1.63M +47,122 +134%
IIM
65
INTECH Investment Management
Florida
$2.99M -$1.53M -44,194 -35%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.86M +$441K +12,778 +20%
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.81M -$11.1K -320 -0.4%
FMI
68
F/M Investments
District of Columbia
$2.58M -$36.2K -1,048 -1%
Canada Life
69
Canada Life
Manitoba, Canada
$2.56M -$238K -6,876 -9%
BCC
70
Bridge City Capital
Oregon
$2.52M -$10.3K -299 -0.4%
Prudential Financial
71
Prudential Financial
New Jersey
$2.27M -$76.7K -2,220 -3%
PCM
72
Penserra Capital Management
California
$2.27M +$1.17K +34 +0.1%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.16M -$39.2K -1,136 -2%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$2.16M -$8.43K -244 -0.4%
SI
75
Sapience Investments
California
$2.04M -$349K -10,113 -15%

EVTC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2025, worth a combined $2.34B — up 4.1% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EVTC positions and 27 closed out — a net gain of 9 holders — while 82 added to existing stakes and 99 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.4M. The largest seller was Invesco, cutting an estimated $26.5M.

  • 253 institutional investors held Evertec (EVTC) as of Q1 2025, up from 246 in Q4 2024.
  • Funds reported $2.34B of Evertec stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 36 funds opened new Evertec positions in Q1 2025 and 27 closed out, a net change of +9 holders.
  • The largest Evertec buyer in Q1 2025 was Ameriprise, an estimated $10.4M added.
  • The largest Evertec seller in Q1 2025 was Invesco, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2025.