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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
Creative Planning
76
Creative Planning
Kansas
$1.8M +$60.6K +1,738 +3%
Deutsche Bank
77
Deutsche Bank
Germany
$1.72M +$211K +6,054 +14%
CSS
78
Cubist Systematic Strategies
Connecticut
$1.71M +$660K +18,927 +60%
GLA
79
Great Lakes Advisors
Illinois
$1.69M -$1.78M -51,029 -50%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$1.66M -$4.85K -139 -0.3%
PCM
81
Penserra Capital Management
California
$1.64M -$417K -11,950 -20%
JCIA
82
Jackson Creek Investment Advisors
Colorado
$1.57M -$593 -17 -0%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.56M +$1.61M +46,159 New
NAAA
84
New Age Alpha Advisors
New York
$1.5M -$38.6K -1,107 -2%
AQR Capital Management
85
AQR Capital Management
Connecticut
$1.5M +$945K +27,107 +158%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$1.44M +$403K +11,561 +37%
HSA
87
Hussman Strategic Advisors
Maryland
$1.42M +$1.46M +42,000 New
QEI
88
QSV Equity Investors
Illinois
$1.41M – – –
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$1.37M +$108K +3,086 +8%
First Trust Advisors
90
First Trust Advisors
Illinois
$1.36M +$27.2K +779 +2%
MUAMU
91
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.35M – – –
DC
92
Davenport & Co
Virginia
$1.34M -$120K -3,437 -8%
MIM
93
MetLife Investment Management
New Jersey
$1.3M – – –
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.26M -$9K -258 -0.7%
Lazard Asset Management
95
Lazard Asset Management
New York
$1.23M +$102K +2,926 +9%
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$1.2M +$85.9K +2,463 +7%
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$1.17M -$61.9K -1,775 -5%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$1.17M -$109K -3,117 -8%
LPL Financial
99
LPL Financial
California
$1.17M +$231K +6,613 +24%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.17M -$186K -5,336 -13%
2 3
4
5 6

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.