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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
IMRF
101
Illinois Municipal Retirement Fund
Illinois
$1.18M -$61.5K -1,845 -5%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$1.16M +$195K +5,846 +21%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.14M -$34.3K -1,030 -3%
JF
104
Jump Financial
Illinois
$1.12M +$1.1M +33,025 New
NRD
105
Nebula Research & Development
New York
$1.11M +$1.09M +32,681 New
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$1.1M
Russell Investments Group
107
Russell Investments Group
United Kingdom
$1.1M -$23.9K -717 -2%
HighTower Advisors
108
HighTower Advisors
Illinois
$1.09M -$18.4K -551 -2%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$1.05M -$50K -1,500 -5%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1M -$70.5K -2,116 -7%
SG Americas Securities
111
SG Americas Securities
New York
$931K +$916K +27,479 New
AWM
112
Avior Wealth Management
Nebraska
$926K +$3.77K +113 +0.4%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$893K
WIC
114
Willis Investment Counsel
Georgia
$851K -$306K -9,168 -27%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$846K -$2.38M -71,401 -74%
YCM
116
Yousif Capital Management
Michigan
$846K -$25.9K -776 -3%
MMEA
117
Main Management ETF Advisors
California
$842K +$828K +24,832 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$827K -$74.5K -2,236 -8%
Amundi
119
Amundi
France
$792K +$59.7K +1,790 +8%
ACM
120
Aquatic Capital Management
Illinois
$752K +$730K +21,900 +7,300%
PP
121
Prospector Partners
Connecticut
$746K
DM
122
Deerfield Management
New York
$744K +$731K +21,941 New
MSRPS
123
Maryland State Retirement & Pension System
Maryland
$732K -$28.4K -852 -4%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$727K
CSS
125
Cubist Systematic Strategies
Connecticut
$710K +$698K +20,937 New

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.