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
KB
201
Kimelman & Baird
New York
$13.6K
SAM
202
Smartleaf Asset Management
Massachusetts
$13.5K -$2.3K -69 -15%
AAM
203
Advisors Asset Management
Colorado
$13K +$833 +25 +7%
BBHC
204
Brown Brothers Harriman & Co
New York
$12.4K +$12.2K +365 New
JSAM
205
J. Safra Asset Management
New York
$11.2K +$10.1K +304 +1,216%
GWSG
206
GPS Wealth Strategies Group
Colorado
$11K +$33 +1 +0.3%
PTC
207
Private Trust Company
Ohio
$10.3K
UB
208
UMB Bank
Missouri
$8.17K +$6.93K +208 +630%
RFS
209
Richardson Financial Services
Massachusetts
$7.61K
YDMI
210
Y.D. More Investments
Israel
$7.34K -$7.33K -220 -50%
GI
211
GAMMA Investing
California
$5.83K -$9.6K -288 -63%
SC
212
Solstein Capital
California
$5.36K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$5.15K -$5.5K -165 -52%
GRP
214
Global Retirement Partners
California
$4.85K +$800 +24 +20%
VWM
215
Venturi Wealth Management
Texas
$4.03K -$69.4K -2,082 -95%
AssetMark Inc
216
AssetMark Inc
California
$3.86K -$1.29M -38,687 -100%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$3.32K +$3.27K +98 New
AAP
218
Arax Advisory Partners
Colorado
$3.22K
EBA
219
Eagle Bay Advisors
New York
$2.95K
CFB
220
Cullen/Frost Bankers
Texas
$2.95K +$2.9K +87 New
LI
221
LRI Investments
Florida
$2.83K
AIM
222
Anchor Investment Management
South Carolina
$2.34K +$2.3K +69 New
SCM
223
Sterling Capital Management
North Carolina
$2.24K +$2.2K +66 New
LFA
224
LGT Financial Advisors
Texas
$2.13K
FWA
225
FSC Wealth Advisors
New York
$2.03K

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.