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Evertec
EVTC

Overview Fund Activity

245 hedge funds and large institutions have $2.25B invested in Evertec in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 26 closing their positions.

Holders
245
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
81
Reduced
90
Closed
26
Calls
$259K
Puts
$152K
Net Calls
+$107K
Net Calls Change
-$286K

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$329M
3
Norges Bank
3
Norges Bank
Norway
$6.57M
4
Ameriprise
4
Ameriprise
Minnesota
$19.6M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.36M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$9.68M
2
Victory Capital Management
2
Victory Capital Management
Texas
$69M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.22M
4
EP
4
Edgestream Partners
New Jersey
$0
5
FMI
5
F/M Investments
District of Columbia
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$333M 9,637,974 +116,082 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$329M 9,542,103 +427,859 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$251M 7,276,062 -32,803 -0.4%
American Century Companies
4
American Century Companies
Missouri
$157M 4,559,893 -2,491 -0.1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$118M 3,408,160 -96,189 -3%
State Street
6
State Street
Massachusetts
$90.2M 2,613,644 +119,295 +5%
Victory Capital Management
7
Victory Capital Management
Texas
$69M 1,999,513 -147,316 -7%
RRAM
8
River Road Asset Management
Kentucky
$66M 1,910,638 -55,988 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$56.2M 1,628,404 +32,330 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$49.8M 1,440,727 -4,574 -0.3%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$43M 1,246,057 -36,405 -3%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$38.7M 1,121,562 -6,060 -0.5%
Invesco
13
Invesco
Georgia
$30.9M 894,494 +859 +0.1%
Northern Trust
14
Northern Trust
Illinois
$29.3M 847,176 +7,073 +0.8%
NSAM
15
North Star Asset Management
Wisconsin
$27.4M 794,171 +27,911 +4%
Morgan Stanley
16
Morgan Stanley
New York
$25M 722,671 -30,341 -4%
Charles Schwab
17
Charles Schwab
California
$21.7M 628,237 -37,350 -6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$21.7M 627,821 -784 -0.1%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$20M 578,791 -3,817 -0.7%
SEI Investments
20
SEI Investments
Pennsylvania
$19.9M 575,261 +67,956 +13%
Ameriprise
21
Ameriprise
Minnesota
$19.6M 568,797 +166,997 +42%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.4M 532,340 +7,614 +1%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$17.4M 504,370 +504,370 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$16.6M 482,112 +144,336 +43%
DDC
25
DF Dent & Co
Maryland
$15M 434,649 -20,805 -5%
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