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Evertec
EVTC

270 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

2% more funds holding

Funds holding: 266 → 270 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.29% less ownership

Funds ownership: 100.52% → 99.23% (-1.3%)

7% less capital invested

Capital invested by funds: $2.31B → $2.14B (-$161M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
270
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
82
Reduced
107
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$21.1M
2
American Century Companies
American Century Companies
Missouri
+$11.7M
3
Boston Partners
Boston Partners
Massachusetts
+$5.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.61M
5
ICM
Invenomic Capital Management
Massachusetts
+$4.6M

Top Sellers

1
DDC
DF Dent & Co
Maryland
-$10.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$10.1M
3
UBS AM
UBS AM
Illinois
-$9.25M
4
GC
Globeflex Capital
California
-$9.18M
5
BlackRock
BlackRock
New York
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M +$1.92M +55,126 +0.6%
BlackRock
2
BlackRock
New York
$311M -$7.46M -213,853 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$242M +$43.5K +1,249 +0%
American Century Companies
4
American Century Companies
Missouri
$165M +$11.7M +335,639 +7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$114M -$2.38M -68,289 -2%
State Street
6
State Street
Massachusetts
$83M +$232K +6,645 +0.3%
RRAM
7
River Road Asset Management
Kentucky
$61.4M -$1.14M -32,615 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$52.2M +$2.33M +66,881 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$51.1M -$837K -24,017 -2%
Victory Capital Management
10
Victory Capital Management
Texas
$50.9M -$10.1M -289,834 -16%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$39.8M +$854K +24,495 +2%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$39.2M -$1.05M -29,988 -3%
Ameriprise
13
Ameriprise
Minnesota
$28.7M -$246K -7,056 -0.8%
NSAM
14
North Star Asset Management
Wisconsin
$27.2M -$293K -8,390 -1%
Northern Trust
15
Northern Trust
Illinois
$26M -$1.36M -39,090 -5%
Millennium Management
16
Millennium Management
New York
$23.2M +$21.1M +603,753 +732%
Charles Schwab
17
Charles Schwab
California
$22.1M +$570K +16,346 +3%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$21.8M +$123K +3,529 +0.6%
Boston Partners
19
Boston Partners
Massachusetts
$17.7M +$5.7M +163,398 +45%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16.8M -$463K -13,276 -3%
Wells Fargo
21
Wells Fargo
California
$16.8M +$4.23M +121,294 +32%
Morgan Stanley
22
Morgan Stanley
New York
$16.4M -$5.91M -169,619 -26%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$14.8M +$230K +6,583 +2%
CCP
24
Clifford Capital Partners
Utah
$14.8M +$44.5K +1,276 +0.3%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$13.4M -$5.67M -162,561 -29%
1
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EVTC Hedge Fund Activity: Q3 2025 in Review

270 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q3 2025, worth a combined $2.14B — down 7% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EVTC positions and 39 closed out — a net gain of 7 holders — while 82 added to existing stakes and 107 trimmed.

The largest buyer was Millennium Management, adding an estimated $21.1M. The largest seller was DF Dent & Co, exiting entirely with an estimated $10.5M sold.

  • 270 institutional investors held Evertec (EVTC) as of Q3 2025, up from 266 in Q2 2025.
  • Funds reported $2.14B of Evertec stock for Q3 2025, down 7% quarter-over-quarter.
  • 46 funds opened new Evertec positions in Q3 2025 and 39 closed out, a net change of +7 holders.
  • The largest Evertec buyer in Q3 2025 was Millennium Management, an estimated $21.1M added.
  • The largest Evertec seller in Q3 2025 was DF Dent & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2025.