Evertec

EVTC

Market cap $2.21B

253 hedge funds and large institutions have $2.38B invested in Evertec in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

253

Holders Change

+17

Holders Change %

+7.2%

% of All Funds

4.03%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.06%

New

Increased

Reduced

Closed

Calls

$952K

Puts

$4K

Net Calls

+$948K

Net Calls Change

+$771K

Top Buyers

1	Fidelity Investments Boston, Massachusetts	$33.1M
2	Loomis, Sayles & Company Boston, Massachusetts	$54M
3	Envestnet Asset Management Chicago, Illinois	$15.2M
4	RI Redwood Investments Boston, Massachusetts	$15.5M
5	ZCM Ziegler Capital Management Chicago, Illinois	$5.75M

Top Sellers

1	Goldman Sachs New York	$9.67M
2	BlackRock New York	$360M
3	Kayne Anderson Rudnick Investment Management Los Angeles, California	$152M
4	Man Group London, United Kingdom	$8.9M
5	SM Sunriver Management Greenwich, Connecticut	$25.2M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
126	126 Jennison Associates New York	$1.09M	-$200K	-5,390	-16%
127	JA 127 JLB & Associates Plymouth, Michigan	$1.09M	+$61.1K	+1,644	+6%
128	128 PNC Financial Services Group Pittsburgh, Pennsylvania	$1.07M	-$114K	-3,068	-10%
129	AB 129 Amalgamated Bank New York	$1.07M	-$33.4K	-897	-3%
130	FIM 130 Freedom Investment Management Hartford, Connecticut	$1.01M	+$765K	+20,570	+315%
131	AWM 131 Avior Wealth Management Omaha, Nebraska	$1.01M	–	–	–
132	JCIA 132 Jackson Creek Investment Advisors Castle Rock, Colorado	$996K	-$707	-19	-0.1%
133	133 AssetMark Inc Concord, California	$992K	+$147K	+3,965	+17%
134	134 Russell Investments Group London, United Kingdom	$984K	-$38.4K	-1,032	-4%
135	JPMPWA 135 J.P. Morgan Private Wealth Advisors San Francisco, California	$894K	-$46.4K	-1,247	-5%
136	MSRPS 136 Maryland State Retirement & Pension System Baltimore, Maryland	$885K	-$57.6K	-1,548	-6%
137	137 Janney Montgomery Scott Philadelphia, Pennsylvania	$877K	+$3.16K	+85	+0.4%
138	TRSOTSOK 138 Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$797K	–	–	–
139	139 AQR Capital Management Greenwich, Connecticut	$781K	-$278K	-7,471	-26%
140	140 MML Investors Services Springfield, Massachusetts	$772K	-$9.93K	-267	-1%
141	WAM 141 Wakefield Asset Management Englewood, Colorado	$762K	-$33.4K	-898	-4%
142	BFG 142 Bleakley Financial Group Fairfield, New Jersey	$758K	+$31.2K	+838	+4%
143	SS 143 Simplicity Solutions Minneapolis, Minnesota	$758K	+$32K	+861	+4%
144	NA 144 NewEdge Advisors New Orleans, Louisiana	$740K	-$87K	-2,339	-11%
145	OPERF 145 Oregon Public Employees Retirement Fund Tigard, Oregon	$715K	-$40.9K	-1,100	-5%
146	ASRS 146 Arizona State Retirement System Phoenix, Arizona	$689K	+$9.3K	+250	+1%
147	BBVA 147 Banco Bilbao Vizcaya Argentaria Madrid, Spain	$680K	+$680K	+18,374	New
148	LCM 148 Legato Capital Management San Francisco, California	$655K	-$25.4K	-683	-4%
149	149 Lazard Asset Management New York	$641K	+$396K	+10,683	+162%
150	150 Ensign Peak Advisors Salt Lake City, Utah	$634K	–	–	–

Evertec EVTC Market cap $2.21B

Top Buyers

Top Sellers

Evertec

EVTC

Market cap $2.21B