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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
LOAME
101
Lombard Odier Asset Management (Europe)
United Kingdom
$1.16M -$250K -7,250 -19%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$1.1M -$27.6K -800 -3%
CCIA
103
Campbell & Co Investment Adviser
Maryland
$1.08M +$664K +19,229 +188%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$1.07M +$109K +3,160 +12%
Marshall Wace
105
Marshall Wace
United Kingdom
$1.06M +$998K +28,886 New
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$2.56K +74 +0.3%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$999K -$176K -5,100 -16%
HF
108
HRT Financial
New York
$983K +$665K +19,255 +257%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$969K
Jennison Associates
110
Jennison Associates
New York
$958K +$900K +26,053 New
LPL Financial
111
LPL Financial
California
$948K +$162K +4,689 +22%
SCA
112
Snowden Capital Advisors
New York
$939K +$231K +6,695 +36%
AWM
113
Avior Wealth Management
Nebraska
$928K
YCM
114
Yousif Capital Management
Michigan
$862K -$24.9K -721 -3%
JF
115
Jump Financial
Illinois
$831K -$408K -11,809 -34%
SG Americas Securities
116
SG Americas Securities
New York
$826K -$270K -7,811 -26%
HCA
117
Harbor Capital Advisors
Illinois
$823K +$773K +22,370 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$815K -$73.7K -2,134 -9%
Verition Fund Management
119
Verition Fund Management
Connecticut
$804K +$423K +12,257 +127%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$796K +$81.7K +2,364 +12%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$788K +$95.9K +2,776 +15%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$788K
ETC
123
Exchange Traded Concepts
Oklahoma
$777K +$730K +21,141 New
Arrowstreet Capital
124
Arrowstreet Capital
Massachusetts
$731K +$686K +19,870 New
KK
125
KLP Kapitalforvaltning
Norway
$699K +$183K +5,300 +39%

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.