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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
PCM
76
Polaris Capital Management
Massachusetts
$2.05M +$357K +10,700 +21%
UBS Group
77
UBS Group
Switzerland
$2.04M +$136K +4,077 +7%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$2M +$201K +6,038 +11%
RI
79
Redwood Investments
Massachusetts
$1.79M -$406K -12,186 -19%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.72M +$815K +24,449 +93%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$1.7M -$108K -3,227 -6%
QT
82
Quantbot Technologies
New York
$1.67M -$270K -8,097 -14%
Creative Planning
83
Creative Planning
Kansas
$1.51M +$1.49M +44,581 New
DC
84
Davenport & Co
Virginia
$1.51M -$8.23K -247 -0.6%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$1.5M -$7.91M -237,284 -84%
AC
86
Aristides Capital
Kentucky
$1.44M
QEI
87
QSV Equity Investors
Illinois
$1.43M
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$1.42M -$60.2K -1,807 -4%
DB
89
Danske Bank
Denmark
$1.41M +$466K +13,988 +51%
SSA
90
Schonfeld Strategic Advisors
New York
$1.37M +$1.35M +40,450 New
LOAME
91
Lombard Odier Asset Management (Europe)
United Kingdom
$1.36M -$333K -10,000 -20%
Corient Private Wealth
92
Corient Private Wealth
Florida
$1.32M -$31.9K -956 -2%
HF
93
HRT Financial
New York
$1.31M +$1.02M +30,490 +376%
Man Group
94
Man Group
United Kingdom
$1.28M -$3.15M -94,384 -71%
ZIM
95
Zacks Investment Management
Illinois
$1.26M +$1.24M +37,121 New
MIM
96
MetLife Investment Management
New Jersey
$1.26M
CF
97
Corebridge Financial
Texas
$1.25M -$13.6K -408 -1%
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$1.25M -$3.79M -113,771 -76%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1.24M -$43.5K -1,306 -3%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$1.2M +$92K +2,760 +8%

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.