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Evertec

266 hedge funds and large institutions have $2.31B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

5% more funds holding

Funds holding: 253266 (+13)

0.46% more ownership

Funds ownership: 100.06%100.52% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.34B → $2.31B (-$34.7M)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

Holders
266
Holders Change
+13
Holders Change %
+5.14%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
93
Reduced
99
Closed
24
Calls
$324K
Puts
Net Calls
+$324K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$344M +$401K +11,319 +0.1%
BlackRock
2
BlackRock
New York
$340M -$2.55M -72,041 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$258M +$1.15M +32,400 +0.5%
American Century Companies
4
American Century Companies
Missouri
$164M +$1.64M +46,147 +1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$124M -$1.36M -38,249 -1%
State Street
6
State Street
Massachusetts
$88.3M -$58.6K -1,653 -0.1%
RRAM
7
River Road Asset Management
Kentucky
$66.8M -$900K -25,394 -1%
Victory Capital Management
8
Victory Capital Management
Texas
$64.8M -$6.08M -171,462 -9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$55.4M -$623K -17,582 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$53.2M +$337K +9,506 +0.6%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$43M -$1.02M -28,736 -2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$41.6M -$74.5K -2,101 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$30.9M -$468K -13,212 -2%
NSAM
14
North Star Asset Management
Wisconsin
$29.3M -$81.9K -2,310 -0.3%
Northern Trust
15
Northern Trust
Illinois
$29.2M -$3.45M -97,415 -11%
Morgan Stanley
16
Morgan Stanley
New York
$23.7M -$1.22M -34,396 -5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$23.1M +$327K +9,221 +1%
Charles Schwab
18
Charles Schwab
California
$23M +$2.07M +58,535 +10%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$20.1M -$334K -9,429 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$18.4M -$250K -7,047 -1%
CCP
21
Clifford Capital Partners
Utah
$15.7M +$457K +12,880 +3%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$15.6M +$1.34M +37,700 +10%
JP Morgan Chase
23
JP Morgan Chase
New York
$13.8M -$777K -21,935 -5%
Wells Fargo
24
Wells Fargo
California
$13.5M -$6.81K -192 -0.1%
Boston Partners
25
Boston Partners
Massachusetts
$13M +$12.9M +363,466 New

EVTC Hedge Fund Activity: Q2 2025 in Review

266 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2025, worth a combined $2.31B — down 1.5% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EVTC positions and 24 closed out — a net gain of 15 holders — while 93 added to existing stakes and 99 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.9M. The largest seller was SEI Investments, cutting an estimated $20.7M.

  • 266 institutional investors held Evertec (EVTC) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $2.31B of Evertec stock for Q2 2025, down 1.5% quarter-over-quarter.
  • 39 funds opened new Evertec positions in Q2 2025 and 24 closed out, a net change of +15 holders.
  • The largest Evertec buyer in Q2 2025 was Boston Partners, an estimated $12.9M added.
  • The largest Evertec seller in Q2 2025 was SEI Investments, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.