We are live on ! Find out more
EVTC icon

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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$705K
MUAMU
127
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$678K -$100K -3,000 -13%
JA
128
JLB & Associates
Michigan
$657K -$575K -17,264 -47%
AB
129
Amalgamated Bank
New York
$640K -$27.5K -824 -4%
SCA
130
Snowden Capital Advisors
New York
$636K -$3.37K -101 -0.5%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$633K
EC
132
EntryPoint Capital
New York
$629K +$618K +18,548 New
ASRS
133
Arizona State Retirement System
Arizona
$629K +$7.43K +223 +1%
IIM
134
INTECH Investment Management
Florida
$617K +$607K +18,210 New
LCM
135
Legato Capital Management
California
$597K
TRCT
136
Tower Research Capital (TRC)
New York
$580K +$93.9K +2,817 +20%
TJHA
137
Thomas J. Herzfeld Advisors
Florida
$575K
First Trust Advisors
138
First Trust Advisors
Illinois
$573K -$718K -21,530 -56%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$558K
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$510K -$18.2K -547 -4%
NA
141
NewEdge Advisors
Louisiana
$499K -$4.03K -121 -0.8%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$463K -$6.8K -204 -1%
ProShare Advisors
143
ProShare Advisors
Maryland
$456K +$113K +3,399 +34%
MAM
144
Martingale Asset Management
Massachusetts
$442K
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$437K +$56.7K +1,700 +15%
ECM
146
EMC Capital Management
Texas
$432K +$89.9K +2,698 +44%
XT
147
XTX Topco
Cayman Islands
$390K +$44.8K +1,343 +13%
AI
148
Atria Investments
North Carolina
$375K -$71.6K -2,147 -16%
KeyBank National Association
149
KeyBank National Association
Ohio
$375K -$18K -541 -5%
SGAM
150
Smith Group Asset Management
Texas
$373K +$70.5K +2,114 +24%

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.