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Evertec

266 hedge funds and large institutions have $2.31B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

5% more funds holding

Funds holding: 253266 (+13)

0.46% more ownership

Funds ownership: 100.06%100.52% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.34B → $2.31B (-$34.7M)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

Holders
266
Holders Change
+13
Holders Change %
+5.14%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
93
Reduced
99
Closed
24
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Penserra Capital Management
California
$2.18M -$45.1K -1,273 -2%
Connor, Clark & Lunn Investment Management (CC&L)
77
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.16M +$2.12M +59,922 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$2.13M +$14.8K +417 +0.7%
Norges Bank
79
Norges Bank
Norway
$2.11M -$1.99M -56,133 -49%
PCM
80
Polaris Capital Management
Massachusetts
$1.94M
SI
81
Sapience Investments
California
$1.93M -$68.4K -1,931 -3%
TI
82
Trexquant Investment
Connecticut
$1.93M +$1.53M +43,101 +417%
Creative Planning
83
Creative Planning
Kansas
$1.86M +$236K +6,646 +15%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$1.83M -$277K -7,814 -13%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$1.78M +$271K +7,633 +18%
Universal-Beteiligungs- und Servicegesellschaft
86
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.74M -$1.37M -38,600 -44%
JCIA
87
Jackson Creek Investment Advisors
Colorado
$1.67M +$1.64M +46,395 New
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$1.67M +$1.15M +32,318 +231%
NAAA
89
New Age Alpha Advisors
New York
$1.64M +$1.62M +45,599 New
Deutsche Bank
90
Deutsche Bank
Germany
$1.61M -$297K -8,367 -16%
DC
91
Davenport & Co
Virginia
$1.56M -$16.6K -468 -1%
QEI
92
QSV Equity Investors
Illinois
$1.51M -$12.1K -340 -0.8%
Citadel Advisors
93
Citadel Advisors
Florida
$1.5M -$1.45M -40,922 -50%
AG
94
Algert Global
California
$1.46M -$449K -12,680 -24%
MUAMU
95
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.44M
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$1.44M +$76K +2,145 +6%
First Trust Advisors
97
First Trust Advisors
Illinois
$1.43M -$387K -10,928 -22%
IIM
98
INTECH Investment Management
Florida
$1.4M -$1.51M -42,527 -52%
MIM
99
MetLife Investment Management
New Jersey
$1.39M +$58.2K +1,641 +4%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$1.36M +$93.8K +2,646 +8%

EVTC Hedge Fund Activity: Q2 2025 in Review

266 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2025, worth a combined $2.31B — down 1.5% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EVTC positions and 24 closed out — a net gain of 15 holders — while 93 added to existing stakes and 99 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.9M. The largest seller was SEI Investments, cutting an estimated $20.7M.

  • 266 institutional investors held Evertec (EVTC) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $2.31B of Evertec stock for Q2 2025, down 1.5% quarter-over-quarter.
  • 39 funds opened new Evertec positions in Q2 2025 and 24 closed out, a net change of +15 holders.
  • The largest Evertec buyer in Q2 2025 was Boston Partners, an estimated $12.9M added.
  • The largest Evertec seller in Q2 2025 was SEI Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.