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Evertec
EVTC

253 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $412K | Put options by funds: $92K

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

3% more funds holding

Funds holding: 246 → 253 (+7)

4% more capital invested

Capital invested by funds: $2.25B → $2.34B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.25% less ownership

Funds ownership: 102.3% → 100.06% (-2.2%)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
82
Reduced
99
Closed
27
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.49M
3
Bank of America
Bank of America
North Carolina
+$4.04M
4
CSS
Cubist Systematic Strategies
Connecticut
+$3.43M
5
Jane Street
Jane Street
New York
+$3M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.5M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$17.4M
3
State Street
State Street
Massachusetts
-$5.63M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.92M
5
BlackRock
BlackRock
New York
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$350M -$391K -11,311 -0.1%
BlackRock
2
BlackRock
New York
$349M -$4.9M -141,832 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$262M -$4.92M -142,540 -2%
American Century Companies
4
American Century Companies
Missouri
$166M -$1.65M -47,666 -1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$128M +$2.27M +65,793 +2%
State Street
6
State Street
Massachusetts
$90.1M -$5.63M -162,947 -6%
Victory Capital Management
7
Victory Capital Management
Texas
$72.3M -$1.1M -31,891 -2%
RRAM
8
River Road Asset Management
Kentucky
$68.9M -$1.24M -36,031 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$57.2M -$2.56M -74,015 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$54M +$917K +26,545 +2%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$44.9M -$890K -25,760 -2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$42.5M +$1.17M +33,832 +3%
Northern Trust
13
Northern Trust
Illinois
$33.4M +$2.09M +60,484 +7%
Ameriprise
14
Ameriprise
Minnesota
$32M +$10.4M +302,254 +53%
NSAM
15
North Star Asset Management
Wisconsin
$30M +$748K +21,645 +3%
Morgan Stanley
16
Morgan Stanley
New York
$25.4M -$1.1M -31,703 -4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$23.2M +$140K +4,056 +0.6%
SEI Investments
18
SEI Investments
Pennsylvania
$22.3M +$1.04M +30,189 +5%
Charles Schwab
19
Charles Schwab
California
$21.3M -$1.65M -47,737 -8%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$20.9M -$383K -11,075 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19M -$521K -15,090 -3%
DDC
22
DF Dent & Co
Maryland
$15.9M -$51.5K -1,491 -0.3%
CCP
23
Clifford Capital Partners
Utah
$15.5M -$8.91K -258 -0.1%
JP Morgan Chase
24
JP Morgan Chase
New York
$14.9M -$2.63M -76,263 -16%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$14.5M +$4.49M +130,031 +49%
1
2 3 4 5

EVTC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q1 2025, worth a combined $2.34B — up 4.1% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EVTC positions and 27 closed out — a net gain of 9 holders — while 82 added to existing stakes and 99 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.4M. The largest seller was Invesco, cutting an estimated $26.5M.

  • 253 institutional investors held Evertec (EVTC) as of Q1 2025, up from 246 in Q4 2024.
  • Funds reported $2.34B of Evertec stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 36 funds opened new Evertec positions in Q1 2025 and 27 closed out, a net change of +9 holders.
  • The largest Evertec buyer in Q1 2025 was Ameriprise, an estimated $10.4M added.
  • The largest Evertec seller in Q1 2025 was Invesco, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2025.