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
IFWM
176
Institute for Wealth Management
Colorado
$223K +$219K +6,576 New
AIP
177
Ameritas Investment Partners
Nebraska
$214K
NB
178
Nicolet Bankshares
Wisconsin
$204K -$107K -3,225 -35%
NC
179
nVerses Capital
Florida
$122K +$13.3K +400 +13%
SAM
180
Shell Asset Management
Netherlands
$118K +$116K +3,487 New
SOW
181
State of Wyoming
Wyoming
$107K +$105K +3,145 New
GC
182
Globeflex Capital
California
$106K
Osaic Holdings
183
Osaic Holdings
Arizona
$101K -$75.8K -2,275 -43%
KBC Group
184
KBC Group
Belgium
$80K
HNB
185
Huntington National Bank
Ohio
$79.2K -$300 -9 -0.4%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$77.2K -$4.9K -147 -6%
CFM
187
Catalyst Funds Management
Australia
$67.8K +$46.7K +1,400 +233%
PAS
188
Point72 Asia (Singapore)
Singapore
$55K +$54.1K +1,623 New
TPCW
189
TD Private Client Wealth
New York
$53.3K
HIA
190
Harbor Investment Advisory
Maryland
$49.7K
BTI
191
Blue Trust Inc
Georgia
$46K +$1.93K +58 +4%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$37K +$16.7K +502 +85%
GSEP
193
Golden State Equity Partners
California
$36.5K +$35.9K +1,076 New
PS
194
Principal Securities
Iowa
$35.9K +$5.7K +171 +19%
Ohio Public Employees Retirement System (OPERS)
195
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K +$27.6K +827 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$26.2K +$7.76K +233 +43%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$23.9K -$1.07K -32 -4%
FHA
198
First Horizon Advisors
Tennessee
$18.4K +$333 +10 +2%
AF
199
Allworth Financial
California
$16.5K -$10.7K -320 -40%
US Bancorp
200
US Bancorp
Minnesota
$16.3K -$3.63K -109 -18%

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.