EVTC icon

Evertec
EVTC

Overview Fund Activity

252 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 28 closing their positions.

Holders
252
Holders Change
+7
Holders Change %
+2.86%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
82
Reduced
97
Closed
28
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$32M
2
NL
2
Nuveen LLC
North Carolina
$7.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.5M
4
Bank of America
4
Bank of America
North Carolina
$8.23M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$3.65M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.69M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$0
3
Norges Bank
3
Norges Bank
Norway
$0
4
State Street
4
State Street
Massachusetts
$90.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$262M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$350M 9,530,792 -11,311 -0.1%
BlackRock
2
BlackRock
New York
$349M 9,496,142 -141,832 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$262M 7,133,522 -142,540 -2%
American Century Companies
4
American Century Companies
Missouri
$166M 4,512,227 -47,666 -1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$128M 3,473,953 +65,793 +2%
State Street
6
State Street
Massachusetts
$90.1M 2,450,697 -162,947 -6%
Victory Capital Management
7
Victory Capital Management
Texas
$72.3M 1,967,622 -31,891 -2%
RRAM
8
River Road Asset Management
Kentucky
$68.9M 1,874,607 -36,031 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$57.2M 1,554,389 -74,015 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$54M 1,467,272 +26,545 +2%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$44.9M 1,220,297 -25,760 -2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$42.5M 1,155,394 +33,832 +3%
Northern Trust
13
Northern Trust
Illinois
$33.4M 907,660 +60,484 +7%
Ameriprise
14
Ameriprise
Minnesota
$32M 871,051 +302,254 +53%
NSAM
15
North Star Asset Management
Wisconsin
$30M 815,816 +21,645 +3%
Morgan Stanley
16
Morgan Stanley
New York
$25.4M 690,968 -31,703 -4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$23.2M 631,877 +4,056 +0.6%
SEI Investments
18
SEI Investments
Pennsylvania
$22.3M 605,450 +30,189 +5%
Charles Schwab
19
Charles Schwab
California
$21.3M 580,500 -47,737 -8%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$20.9M 567,716 -11,075 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19M 517,250 -15,090 -3%
DDC
22
DF Dent & Co
Maryland
$15.9M 433,158 -1,491 -0.3%
CCP
23
Clifford Capital Partners
Utah
$15.5M 422,551 -258 -0.1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$14.9M 405,849 -76,263 -16%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$14.5M 394,520 +130,031 +49%
1
2 3 4 5