EVERTEC (EVTC) Institutional Ownership

$38.27
-0.56 (-1.44%)
(As of 05:32 PM ET)

Institutional Ownership Changes (13F Filings) for EVERTEC (NYSE:EVTC)

Current
Institutional Ownership
Percentage
96.80%
Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$215.66M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$101.77M
Get EVTC Insider Trade Alerts

Want to know when executives and insiders are buying or selling EVERTEC stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EVTC Institutional Buying and Selling by Quarter

EVERTEC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Simplicity Wealth LLC20,589$822K0.0%N/A0.032%
4/23/2024 Louisiana State Employees Retirement System32,000$1.28M0.0%-2.7%0.050%
4/22/2024 Raymond James & Associates189,181$7.55M0.0%+11.1%0.294%
4/20/2024 Maryland State Retirement & Pension System23,289$863K0.0%-2.2%0.036%
4/19/2024 State of Alaska Department of Revenue39,373$1.57M0.0%-2.8%0.061%
4/18/2024 Allspring Global Investments Holdings LLC12,785$510K0.0%+9.2%0.020%
4/18/2024 AlphaMark Advisors LLC7,438$297K0.1%+15.4%0.012%
4/12/2024 Bridge City Capital LLC58,286$2.33M0.8%+0.8%0.089%
3/22/2024PNC Financial Services Group Inc.23,247$952K0.0%-19.3%0.036%
3/11/2024Vanguard Group Inc.7,453,242$305.14M0.0%+0.9%11.388%
2/14/2024CenterBook Partners LP56,060$2.30M0.3%-32.4%0.087%
2/13/2024Sunriver Management LLC827,458$33.88M5.3%+22.3%1.280%
2/13/2024Schwerin Boyle Capital Management Inc.217,550$8.91M1.0%-14.3%0.337%
2/13/2024Keeley Teton Advisors LLC114,392$4.68M0.6%-6.0%0.177%
2/13/2024Capital International Sarl44,362$1.82M0.1%-3.8%0.069%
2/13/2024Capital International Investors3,131,941$128.25M0.0%+0.0%4.846%
2/13/2024Campbell & CO Investment Adviser LLC16,313$668K0.1%+22.8%0.025%
2/12/2024Eagle Asset Management Inc.180,588$7.39M0.0%-26.1%0.279%
2/12/2024Stifel Financial Corp133,543$5.47M0.0%-0.2%0.207%
2/12/2024TD Asset Management Inc59,896$2.45M0.0%-6.4%0.093%
2/9/2024Franklin Resources Inc.34,539$1.41M0.0%-1.0%0.053%
2/9/2024Assetmark Inc.30,044$1.23M0.0%+12.6%0.046%
2/9/2024Corient Private Wealth LLC40,462$1.66M0.0%-2.2%0.063%
2/9/2024Wells Fargo & Company MN566,402$23.19M0.0%-2.7%0.876%
2/9/2024PNC Financial Services Group Inc.23,247$952K0.0%-19.3%0.036%
2/9/2024Dynamic Technology Lab Private Ltd10,580$433K0.0%N/A0.016%
2/9/2024Norges Bank479,383$19.63M0.0%N/A0.742%
2/8/2024Great Lakes Advisors LLC168,695$6.91M0.1%-1.5%0.261%
2/8/2024Heartland Advisors Inc.126,100$5.16M0.3%-48.2%0.195%
2/8/2024Janney Montgomery Scott LLC10,127$415K0.0%-57.1%0.016%
2/7/2024Principal Financial Group Inc.403,652$16.53M0.0%+3.6%0.625%
2/7/2024Dimensional Fund Advisors LP1,668,011$68.29M0.0%+0.8%2.581%
2/7/2024Seizert Capital Partners LLC81,951$3.36M0.2%-12.8%0.127%
2/7/2024BNP Paribas Financial Markets53,865$2.21M0.0%-38.3%0.083%
2/7/2024Teacher Retirement System of Texas22,096$905K0.0%-54.4%0.034%
2/7/2024Principal Securities Inc.880$36K0.0%N/A0.001%
2/6/2024Charles Schwab Investment Management Inc.709,451$29.05M0.0%+3.1%1.098%
2/6/2024LSV Asset Management331,000$13.55M0.0%-6.9%0.512%
2/6/2024Benjamin F. Edwards & Company Inc.769$31K0.0%N/A0.001%
2/6/2024 Los Angeles Capital Management LLC42,393$1.74M0.0%-30.9%0.066%
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad)

Don't Buy Bullion or Mining Stocks. Do THIS Instead As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea.

Click here to find out what to do.
2/6/2024Natixis Advisors L.P.608,559$24.91M0.1%-2.3%0.942%
2/6/2024Swiss National Bank127,374$5.22M0.0%-11.0%0.197%
2/6/2024 First Trust Direct Indexing L.P.6,407$262K0.0%+10.7%0.010%
2/6/2024New York Life Investment Management LLC10,232$419K0.0%-2.9%0.016%
2/5/2024Victory Capital Management Inc.1,296,315$53.07M0.1%+386.4%2.006%
2/5/2024Russell Investments Group Ltd.34,840$1.43M0.0%+31.7%0.054%
2/2/2024Truist Financial Corp68,032$2.79M0.0%+1.1%0.105%
2/2/2024State of New Jersey Common Pension Fund D69,283$2.84M0.0%+10.1%0.107%
2/2/2024Meritage Portfolio Management14,245$583K0.0%+5.5%0.022%
2/2/2024Bailard Inc.14,900$610K0.0%N/A0.023%
2/1/2024Yousif Capital Management LLC32,464$1.33M0.0%+1.6%0.050%
2/1/2024New York State Common Retirement Fund43,899$1.80M0.0%-3.2%0.068%
2/1/2024Illinois Municipal Retirement Fund36,358$1.49M0.0%-3.3%0.056%
2/1/2024North Star Asset Management Inc.729,043$29.85M1.5%-1.0%1.128%
1/31/2024Federated Hermes Inc.12,659$518K0.0%+851.1%0.020%
1/31/2024River Road Asset Management LLC2,069,066$84.71M1.2%-6.2%3.201%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 15,535$636K0.0%+17.5%0.024%
1/30/2024Strs Ohio1,200$49K0.0%-89.7%0.002%
1/29/2024 Louisiana State Employees Retirement System32,900$1.35M0.0%N/A0.051%
1/29/2024AlphaQ Advisors LLC5,651$231K0.2%N/A0.009%
1/25/2024 Allspring Global Investments Holdings LLC11,708$479K0.0%-20.3%0.018%
1/25/2024Equitable Trust Co.10,956$449K0.0%+7.1%0.017%
1/25/2024Wakefield Asset Management LLLP22,794$933K0.3%+11.2%0.035%
1/25/2024Nisa Investment Advisors LLC631$26K0.0%-32.2%0.001%
1/24/2024Arizona State Retirement System18,067$740K0.0%-2.5%0.028%
1/23/2024DAVENPORT & Co LLC38,000$1.56M0.0%-6.4%0.059%
1/22/2024JLB & Associates Inc.31,737$1.30M0.2%+8.5%0.049%
1/19/2024Redwood Investments LLC113,154$4.63M1.2%-72.8%0.175%
1/19/2024 AlphaMark Advisors LLC6,444$264K0.1%-4.7%0.010%
1/16/2024 Raymond James & Associates170,221$6.97M0.0%-6.1%0.263%
1/11/2024Willis Investment Counsel34,476$1.41M0.1%+1.0%0.053%
1/11/2024Ziegler Capital Management LLC76,202$3.12M0.1%-50.7%0.118%
1/10/2024Nordea Investment Management AB168,008$6.89M0.0%-2.5%0.260%
12/18/2023Vanguard Group Inc.7,384,371$274.55M0.0%-0.2%11.426%
11/30/2023American Century Companies Inc.3,964,957$147.42M0.1%+0.3%6.135%
11/24/2023Deutsche Bank AG255,270$9.49M0.0%+1.6%0.395%
11/22/2023Public Sector Pension Investment Board79,883$2.97M0.0%-30.8%0.124%
11/15/2023 Bridge City Capital LLC51,184$1.90M1.0%-0.6%0.079%
11/15/2023Schroder Investment Management Group292,002$10.86M0.0%-10.1%0.452%
11/15/2023Sei Investments Co.451,935$16.80M0.0%+5.8%0.699%
11/15/2023Lido Advisors LLC7,576$282K0.0%N/A0.012%
11/14/2023Lazard Asset Management LLC17,275$641K0.0%+162.1%0.027%
11/14/2023One Fin Capital Management LP350,000$13.01M5.3%+6.1%0.542%
11/14/2023Teza Capital Management LLC18,591$691K0.1%-24.2%0.029%
11/14/2023Qube Research & Technologies Ltd70,556$2.62M0.0%+159.4%0.109%
11/14/2023MQS Management LLC8,999$335K0.2%N/A0.014%
11/14/2023Paragon Private Wealth Management LLC10,518$391K0.3%-2.9%0.016%
11/13/2023Natixis Advisors L.P.622,960$23.16M0.1%-0.9%0.964%
11/13/2023Connor Clark & Lunn Investment Management Ltd.6,857$255K0.0%N/A0.011%
11/13/2023Covestor Ltd1,086$41K0.0%-32.0%0.002%
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad)

Don't Buy Bullion or Mining Stocks. Do THIS Instead As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea.

Click here to find out what to do.
11/13/2023Eagle Asset Management Inc.244,488$9.09M0.1%-3.4%0.378%
11/13/2023Kayne Anderson Rudnick Investment Management LLC4,089,921$152.06M0.4%-6.2%6.328%
11/13/2023Northern Trust Corp955,781$35.54M0.0%-0.4%1.479%
11/13/2023Federated Hermes Inc.1,331$49K0.0%N/A0.002%
11/13/2023Stifel Financial Corp133,825$4.98M0.0%+6.5%0.207%
11/13/2023Fuller & Thaler Asset Management Inc.1,242,416$46.19M0.3%-0.4%1.922%
11/13/2023River Road Asset Management LLC2,205,081$81.99M1.2%-2.0%3.412%
11/13/2023CenterBook Partners LP82,941$3.08M0.4%-28.2%0.128%
11/13/2023Pearl River Capital LLC9,665$359K0.1%+14.3%0.015%
11/13/2023Invesco Ltd.287,055$10.67M0.0%-0.7%0.444%
(Data available from 1/1/2016 forward)

EVTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVTC shares?

During the previous two years, 220 institutional investors and hedge funds held shares of EVERTEC. The most heavily invested institutionals were BlackRock Inc. ($315.58M), Vanguard Group Inc. ($305.14M), Kayne Anderson Rudnick Investment Management LLC ($152.06M), American Century Companies Inc. ($147.42M), Capital International Investors ($128.25M), River Road Asset Management LLC ($84.71M), and Dimensional Fund Advisors LP ($68.29M).Learn more on EVTC's institutional investors.

What percentage of EVERTEC stock is owned by institutional investors?

96.80% of EVERTEC stock is owned by institutional investors. Learn more on EVTC's institutional investor holdings.

Which institutional investors have been buying EVERTEC stock?

Of the 182 institutional investors that purchased EVERTEC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: River Road Asset Management LLC ($2.25M), Victory Capital Management Inc. ($1.21M), FMR LLC ($867.45K), BlackRock Inc. ($845.67K), Norges Bank ($479.38K), American Century Companies Inc. ($417.52K), and Clifford Capital Partners LLC ($361.45K).

How much institutional buying is happening at EVERTEC?

Institutional investors have bought a total of 12,843,713 shares in the last 24 months. This purchase volume represents approximately $451.14M in transactions.

Which EVERTEC major shareholders have been selling company stock?

Of the 135 institutional investors that sold EVERTEC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Partners ($2.11M), Kayne Anderson Rudnick Investment Management LLC ($796.93K), Renaissance Technologies LLC ($508.31K), Redwood Investments LLC ($303.49K), American Century Companies Inc. ($209.12K), Heartland Advisors Inc. ($182.80K), and River Road Asset Management LLC ($182.05K).

How much institutional selling is happening at EVERTEC?

Institutional investors have sold a total of 6,839,133 shares in the last 24 months. This volume of shares sold represents approximately $250.06M in transactions.


This page (NYSE:EVTC) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners