Evertec
EVTC
252 hedge funds and large institutions have $1.7B invested in Evertec in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 38 closing their positions.
27,950% more call options, than puts
Call options by funds: $1.68M | Put options by funds: $6K
4% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 90
3% less capital invested
Capital invested by funds: $1.75B → $1.7B (-$51.4M)
8% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 38
1.22% less ownership
Funds ownership: 100.51% → 99.28% (-1.2%)
3% less funds holding
Funds holding: 261 → 252 (-9)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$15.7M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$14.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.63M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.69M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$28.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.2M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$9.49M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$9.22M |
| 5 |
D.E. Shaw & Co
New York
|
-$7.47M |
EVTC Hedge Fund Activity: Q2 2026 in Review
252 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Evertec (EVTC) for Q2 2026, worth a combined $1.7B — down 2.9% from $1.75B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of EVTC and 35 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.
The largest buyer was Heartland Advisors, adding an estimated $15.7M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $28.9M sold.
- 252 institutional investors held Evertec (EVTC) as of Q2 2026, down from 261 in Q1 2026.
- Funds reported $1.7B of Evertec stock for Q2 2026, down 2.9% quarter-over-quarter.
- 35 funds opened new Evertec positions in Q2 2026 and 38 closed out, a net change of -3 holders.
- The largest Evertec buyer in Q2 2026 was Heartland Advisors, an estimated $15.7M added.
- The largest Evertec seller in Q2 2026 was Loomis, Sayles & Company, an estimated $28.9M sold.
Based on aggregated 13F filings for Q2 2026.