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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
ECM
151
Everence Capital Management
Indiana
$366K
CCIA
152
Campbell & Co Investment Adviser
Maryland
$359K -$440K -13,202 -55%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$358K -$817K -24,523 -70%
VI
154
Vestcor Inc
New Brunswick, Canada
$357K
OQS
155
Occudo Quantitative Strategies
Florida
$353K -$6.13K -184 -2%
OAM
156
Oppenheimer Asset Management
New York
$344K +$3.87K +116 +1%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$337K -$66.6K -1,997 -17%
ET
158
Equitable Trust
Tennessee
$335K -$35.6K -1,067 -10%
FC
159
FORA Capital
Florida
$333K +$327K +9,812 New
MOACM
160
Mutual of America Capital Management
New York
$326K -$32.1K -964 -9%
Mariner
161
Mariner
Kansas
$325K +$31.5K +944 +11%
RA
162
Royce & Associates
New York
$325K -$330K -9,890 -51%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$324K +$9.96K +299 +3%
PPWM
164
Paragon Private Wealth Management
Kentucky
$316K -$21.3K -638 -6%
William Blair & Company
165
William Blair & Company
Illinois
$287K -$782K -23,453 -73%
BIM
166
Bridges Investment Management
Nebraska
$285K
LPL Financial
167
LPL Financial
California
$285K +$41.6K +1,247 +17%
TI
168
Trexquant Investment
Connecticut
$270K -$274K -8,223 -51%
Truist Financial
169
Truist Financial
North Carolina
$265K -$184K -5,507 -41%
SPA
170
Sherbrooke Park Advisers
New York
$263K +$259K +7,772 New
BBVA
171
Banco Bilbao Vizcaya Argentaria
Spain
$255K -$110K -3,293 -30%
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$252K
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$249K
TC
174
TwinBeech Capital
New York
$247K +$242K +7,275 New
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$243K -$17.8K -533 -7%

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.