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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
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$682K -$105K -3,044 -14%
ASRS
127
Arizona State Retirement System
Arizona
$671K -$11.1K -320 -2%
DFCM
128
Dark Forest Capital Management
Puerto Rico
$670K +$630K +18,229 New
AB
129
Amalgamated Bank
New York
$669K -$23.7K -685 -4%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$666K -$201K -5,808 -24%
LCM
131
Legato Capital Management
California
$641K -$6.56K -190 -1%
SGAM
132
Smith Group Asset Management
Texas
$569K +$2.04K +59 +0.4%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$560K +$56.7K +1,642 +12%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$558K +$524K +15,184 New
ProShare Advisors
135
ProShare Advisors
Maryland
$552K -$152K -4,409 -23%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$548K
JA
137
JLB & Associates
Michigan
$540K -$51K -1,477 -9%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$535K -$13.8K -400 -3%
CWM
139
CIBC World Markets
New York
$520K +$280K +8,099 +134%
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
$515K -$472K -13,664 -49%
PFSRSONJ
141
Police & Firemen's Retirement System of New Jersey
New Jersey
$505K
FRM
142
Fox Run Management
Connecticut
$497K +$467K +13,518 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$494K +$50.6K +1,464 +12%
NA
144
NewEdge Advisors
Louisiana
$484K -$17.6K -511 -4%
OAC
145
OMERS Administration Corp
Ontario, Canada
$474K +$446K +12,900 New
BBVA
146
Banco Bilbao Vizcaya Argentaria
Spain
$469K +$198K +5,735 +81%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$465K +$115K +3,330 +36%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$424K +$30.3K +878 +8%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$414K +$137K +3,980 +55%
AI
150
Atria Investments
North Carolina
$402K +$47K +1,361 +14%

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.