EvertecEVTC
13F holders, Q4 2024 (December 31)246holders −2
16new positions
25sold out
5famous investors
$34.53avg. 13F price*
At the end of Q4 2024, 246 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, down 2 from Q3 2024. 16 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($332.8M), FMR LLC ($329.5M) and Vanguard Group Inc. ($251.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $19.8M |
| Exits | 25 | $15.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,595,400 shares bought and 2,431,120 shares sold, net +164,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 9,637,974 | $332.8M |
| FMR LLC | 0.02% | Add +4.7% | 9,542,103 | $329.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 7,276,062 | $251.2M |
| American Century Companies Inc. | 0.09% | Reduce -0.1% | 4,559,893 | $157.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.27% | Reduce -2.7% | 3,408,160 | $117.7M |
| State Street Corp. | 0.00% | Add +4.8% | 2,613,644 | $90.2M |
| Victory Capital Management Inc. | 0.07% | Reduce -6.9% | 1,999,513 | $69.0M |
| River Road Asset Management, LLC | 0.88% | Reduce -2.9% | 1,910,638 | $66.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.0% | 1,628,404 | $56.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 1,440,727 | $49.8M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -2.8% | 1,246,057 | $43.0M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Reduce -0.5% | 1,121,562 | $38.7M |
| Invesco Ltd. | 0.01% | Add +0.1% | 894,494 | $30.9M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 847,176 | $29.3M |
| North Star Asset Management Inc. | 1.21% | Add +3.6% | 794,171 | $27.4M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 722,671 | $25.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.6% | 628,237 | $21.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 627,821 | $21.7M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.7% | 578,791 | $20.0M |
| Sei Investments Co. | 0.03% | Add +13.4% | 575,261 | $19.9M |
| Ameriprise Financial Inc. | 0.01% | Add +41.6% | 568,797 | $19.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 532,340 | $18.4M |
| Canada Pension Plan Investment Board | 0.02% | New | 504,370 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Add +42.7% | 482,112 | $16.6M |
| DF Dent & Co. Inc. | 0.19% | Reduce -4.6% | 434,649 | $15.0M |
| Lone Peak Global Investors LLC | 3.03% | Reduce -5.5% | 422,809 | $14.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 368,030 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 329,682 | $11.4M |
| Pathstone Holdings, LLC | 0.05% | Add +1.0% | 325,813 | $11.3M |
| Palisade Capital Management, LP | 0.33% | Add +70.7% | 317,816 | $11.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.4% | 310,524 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.4% | 299,797 | $10.4M |
| Renaissance Technologies | 0.01% | Reduce -40.0% | 280,326 | $9.7M |
| Two Sigma Investments, LP | 0.02% | Add +4.3% | 279,085 | $9.6M |
| Invenomic Capital Management LP | 0.54% | Add +48.4% | 275,979 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -14.3% | 272,972 | $9.4M |
| D. E. Shaw & Co. | 0.01% | Add +16.6% | 264,489 | $9.1M |
| LSV Asset Management | 0.02% | Reduce -1.2% | 247,200 | $8.5M |
| Schwerin Boyle Capital Management Inc. | 0.77% | No change | 217,550 | $7.5M |
| Nicholas Company, Inc. | 0.12% | Reduce -0.1% | 215,885 | $7.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -28.0% | 198,706 | $6.9M |
| Clark Capital Management Group, Inc. | 0.05% | Add +29.6% | 196,836 | $6.8M |
| Norges Bank | 0.00% | Reduce -19.7% | 190,214 | $6.6M |
| Legal & General Group Plc | 0.00% | Add +0.0% | 178,542 | $6.2M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 174,264 | $6.0M |
| Alpine Peaks Capital, LP | 4.88% | Reduce -33.8% | 172,298 | $5.9M |
| UBS Group AG | 0.00% | Add +183.1% | 170,006 | $5.9M |
| Public Sector Pension Investment Board | 0.02% | Add +16.8% | 158,485 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 155,105 | $5.4M |
| Keeley-Teton Advisors, LLC | 0.59% | Add +4.7% | 146,584 | $5.1M |
| New York State Common Retirement Fund | 0.01% | Add +43.4% | 129,235 | $4.5M |
| Swiss National Bank | 0.00% | No change | 125,774 | $4.3M |
| Intech Investment Management LLC | 0.04% | Add +589.5% | 125,559 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Add +98.2% | 121,500 | $4.2M |
| Barclays PLC | 0.00% | Add +3.0% | 118,831 | $4.1M |
| Heartland Advisors Inc. | 0.21% | No change | 110,000 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -30.1% | 106,789 | $3.7M |
| Citigroup Inc. | 0.00% | Add +10.9% | 97,227 | $3.4M |
| Algert Global LLC | 0.08% | Add +6.4% | 97,183 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -6.7% | 92,147 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 90,001 | $3.1M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -16.0% | 87,141 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -54.3% | 85,875 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.4% | 76,685 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 76,346 | $2.6M |
| Aristides Capital LLC | 0.78% | Add +71.4% | 72,689 | $2.5M |
| F/m Investments LLC | 0.09% | Reduce -63.0% | 71,219 | $2.5M |
| Bridge City Capital, LLC | 0.63% | Add +0.9% | 68,784 | $2.4M |
| Sapience Investments, LLC | 1.32% | Reduce -14.1% | 65,669 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +27.9% | 65,071 | $2.2M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 64,443 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -13.9% | 64,377 | $2.2M |
| Penserra Capital Management LLC | 0.04% | Reduce -2.9% | 61,747 | $2.1M |
| Polaris Capital Management, LLC | 0.10% | No change | 60,500 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.7% | 59,878 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.3% | 58,866 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -51.0% | 58,404 | $2.0M |
| Redwood Investments, LLC | 0.49% | Add +0.0% | 52,930 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 49,170 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +181.8% | 47,598 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -47.1% | 46,981 | $1.6M |
| Creative Planning | 0.00% | Add +0.5% | 44,795 | $1.5M |
| QSV Equity Investors LLC | 1.40% | Add +0.2% | 42,296 | $1.5M |
| Amundi | 0.00% | Add +83.0% | 43,416 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.5% | 41,744 | $1.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.61% | Add +100.0% | 40,000 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 39,893 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 39,208 | $1.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.09% | Reduce -3.1% | 38,750 | $1.3M |
| Zacks Investment Management | 0.01% | Add +2.3% | 37,979 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -16.1% | 37,381 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 36,693 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.0% | 36,154 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -78.0% | 35,275 | $1.2M |
| Willis Investment Counsel | 0.08% | Add +37.8% | 34,602 | $1.2M |
| Jump Financial, LLC | 0.03% | Add +4.2% | 34,409 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 34,306 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -22.4% | 34,291 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.9% | 34,190 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.1% | 32,838 | $1.1M |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.