EVERTEC (EVTC) Institutional Ownership

$34.90

+0.81 (+2.38%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 96.80%
Number of Institutional Buyers (last 12 months): 105
Total Institutional Inflows (last 12 months): $188.83M

Number of Institutional Sellers (last 12 months): 98
Total Institutional Outflows (last 12 months): $102.88M

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EVTC Institutional Buying and Selling by Quarter

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EVERTEC Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	7,717	$257K	0.0%	-39.6%	0.012%
7/26/2024	Mitsubishi UFJ Asset Management UK Ltd.	23,000	$765K	0.4%	-23.3%	0.036%
7/26/2024	Bank of New York Mellon Corp	591,066	$19.65M	0.0%	-2.0%	0.918%
7/24/2024	Louisiana State Employees Retirement System	32,400	$1.08M	0.0%	+1.3%	0.050%
7/20/2024	Nisa Investment Advisors LLC	738	$25K	0.0%	-33.5%	0.001%
7/19/2024	Raymond James & Associates	185,153	$6.16M	0.0%	-2.1%	0.287%
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7/18/2024	JLB & Associates Inc.	36,638	$1.22M	0.2%	-2.8%	0.057%
7/12/2024	Opal Wealth Advisors LLC	835	$28K	0.0%	N/A	0.001%
7/10/2024	Simplicity Wealth LLC	17,871	$594K	0.0%	-13.2%	0.028%
5/20/2024	EMC Capital Management	6,102	$243K	0.1%	N/A	0.009%
5/16/2024	California State Teachers Retirement System	64,697	$2.58M	0.0%	-5.3%	0.100%
5/16/2024	Invenomic Capital Management LP	60,314	$2.41M	0.1%	N/A	0.094%
5/16/2024	Janus Henderson Group PLC	445,748	$17.79M	0.0%	-26.3%	0.692%
5/16/2024	Bares Capital Management Inc.	322,449	$12.87M	0.5%	-5.2%	0.501%
5/15/2024	Aristides Capital LLC	30,319	$1.21M	0.4%	-7.4%	0.047%
5/15/2024	Price T Rowe Associates Inc. MD	654,122	$26.10M	0.0%	-0.1%	1.016%
5/15/2024	Lazard Asset Management LLC	12,470	$497K	0.0%	-38.4%	0.019%
5/15/2024	Keeley Teton Advisors LLC	111,521	$4.45M	0.5%	-2.5%	0.173%
5/14/2024	Capital International Investors	3,141,051	$125.33M	0.0%	+0.3%	4.877%
5/14/2024	Capital Group Private Client Services Inc.	494,836	$19.74M	0.2%	+12.8%	0.768%
5/14/2024	EntryPoint Capital LLC	2,761	$110K	0.1%	+48.9%	0.004%
5/14/2024	CANADA LIFE ASSURANCE Co	69,385	$2.77M	0.0%	+1.4%	0.108%
5/14/2024	American International Group Inc.	35,223	$1.41M	0.0%	-1.0%	0.055%
5/13/2024	UniSuper Management Pty Ltd	14,156	$565K	0.0%	N/A	0.022%
5/10/2024	Vanguard Group Inc.	7,418,734	$296.01M	0.0%	-0.5%	11.518%
5/9/2024	Blair William & Co. IL	31,239	$1.25M	0.0%	+72.2%	0.049%
5/9/2024	State Board of Administration of Florida Retirement System	71,754	$2.86M	0.0%	+9.3%	0.111%
5/8/2024	Bleakley Financial Group LLC	20,589	$822K	0.0%	+1.5%	0.032%
5/8/2024	ProShare Advisors LLC	13,163	$525K	0.0%	+7.2%	0.020%
5/8/2024	Russell Investments Group Ltd.	29,927	$1.19M	0.0%	-14.1%	0.046%
5/7/2024	Sei Investments Co.	445,498	$17.78M	0.0%	-0.5%	0.692%
5/7/2024	Clifford Capital Partners LLC	381,529	$15.22M	4.0%	+3.4%	0.592%
5/7/2024	Heartland Advisors Inc.	120,600	$4.81M	0.3%	-4.4%	0.187%
5/7/2024	Illinois Municipal Retirement Fund	35,941	$1.43M	0.0%	-1.1%	0.056%
5/7/2024	Mitsubishi UFJ Asset Management UK Ltd.	30,000	$1.20M	0.6%	-14.3%	0.047%
5/7/2024	Oppenheimer Asset Management Inc.	9,182	$366K	0.0%	-12.0%	0.014%
5/7/2024	SG Americas Securities LLC	4,049	$162K	0.0%	N/A	0.006%
5/6/2024	LSV Asset Management	301,900	$12.05M	0.0%	-8.8%	0.469%
5/2/2024	Mutual of America Capital Management LLC	11,135	$444K	0.0%	-3.3%	0.017%
5/2/2024	Nordea Investment Management AB	217,123	$8.77M	0.0%	+29.2%	0.337%
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5/1/2024	Capstone Investment Advisors LLC	21,755	$868K	0.0%	N/A	0.034%
5/1/2024	Janney Montgomery Scott LLC	12,073	$482K	0.0%	+19.2%	0.019%
5/1/2024	BNP Paribas Financial Markets	59,068	$2.36M	0.0%	+9.7%	0.092%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	27,646	$1.10M	0.0%	-7.9%	0.043%
4/30/2024	JLB & Associates Inc.	37,690	$1.50M	0.2%	+18.8%	0.059%
4/30/2024	Allspring Global Investments Holdings LLC	12,785	$510K	0.0%	+9.2%	0.020%
4/29/2024	Principal Financial Group Inc.	362,410	$14.46M	0.0%	-10.2%	0.563%
4/29/2024	Benjamin F. Edwards & Company Inc.	1,642	$65K	0.0%	+113.5%	0.003%
4/26/2024	Yousif Capital Management LLC	29,185	$1.16M	0.0%	-10.1%	0.045%
4/25/2024	New York State Teachers Retirement System	48,226	$1.92M	0.0%	-5.7%	0.075%
4/24/2024	Simplicity Wealth LLC	20,589	$822K	0.0%	N/A	0.032%
4/23/2024	Louisiana State Employees Retirement System	32,000	$1.28M	0.0%	-2.7%	0.050%
4/22/2024	Raymond James & Associates	189,181	$7.55M	0.0%	+11.1%	0.294%
4/20/2024	Maryland State Retirement & Pension System	23,289	$863K	0.0%	-2.2%	0.036%
4/19/2024	State of Alaska Department of Revenue	39,373	$1.57M	0.0%	-2.8%	0.061%
4/18/2024	Allspring Global Investments Holdings LLC	12,785	$510K	0.0%	+9.2%	0.020%
4/18/2024	AlphaMark Advisors LLC	7,438	$297K	0.1%	+15.4%	0.012%
4/12/2024	Bridge City Capital LLC	58,286	$2.33M	0.8%	+0.8%	0.089%
3/22/2024	PNC Financial Services Group Inc.	23,247	$952K	0.0%	-19.3%	0.036%
3/11/2024	Vanguard Group Inc.	7,453,242	$305.14M	0.0%	+0.9%	11.388%
2/14/2024	CenterBook Partners LP	56,060	$2.30M	0.3%	-32.4%	0.087%
2/13/2024	Sunriver Management LLC	827,458	$33.88M	5.3%	+22.3%	1.280%
2/13/2024	Schwerin Boyle Capital Management Inc.	217,550	$8.91M	1.0%	-14.3%	0.337%
2/13/2024	Keeley Teton Advisors LLC	114,392	$4.68M	0.6%	-6.0%	0.177%
2/13/2024	Capital International Sarl	44,362	$1.82M	0.1%	-3.8%	0.069%
2/13/2024	Capital International Investors	3,131,941	$128.25M	0.0%	+0.0%	4.846%
2/13/2024	Campbell & CO Investment Adviser LLC	16,313	$668K	0.1%	+22.8%	0.025%
2/12/2024	Eagle Asset Management Inc.	180,588	$7.39M	0.0%	-26.1%	0.279%
2/12/2024	Stifel Financial Corp	133,543	$5.47M	0.0%	-0.2%	0.207%
2/12/2024	TD Asset Management Inc	59,896	$2.45M	0.0%	-6.4%	0.093%
2/9/2024	Franklin Resources Inc.	34,539	$1.41M	0.0%	-1.0%	0.053%
2/9/2024	Assetmark Inc.	30,044	$1.23M	0.0%	+12.6%	0.046%
2/9/2024	Corient Private Wealth LLC	40,462	$1.66M	0.0%	-2.2%	0.063%
2/9/2024	Wells Fargo & Company MN	566,402	$23.19M	0.0%	-2.7%	0.876%
2/9/2024	PNC Financial Services Group Inc.	23,247	$952K	0.0%	-19.3%	0.036%
2/9/2024	Dynamic Technology Lab Private Ltd	10,580	$433K	0.0%	N/A	0.016%
2/9/2024	Norges Bank	479,383	$19.63M	0.0%	N/A	0.742%
2/8/2024	Great Lakes Advisors LLC	168,695	$6.91M	0.1%	-1.5%	0.261%
2/8/2024	Heartland Advisors Inc.	126,100	$5.16M	0.3%	-48.2%	0.195%
2/8/2024	Janney Montgomery Scott LLC	10,127	$415K	0.0%	-57.1%	0.016%
2/7/2024	Principal Financial Group Inc.	403,652	$16.53M	0.0%	+3.6%	0.625%
2/7/2024	Dimensional Fund Advisors LP	1,668,011	$68.29M	0.0%	+0.8%	2.581%
2/7/2024	Seizert Capital Partners LLC	81,951	$3.36M	0.2%	-12.8%	0.127%
2/7/2024	BNP Paribas Financial Markets	53,865	$2.21M	0.0%	-38.3%	0.083%
2/7/2024	Teacher Retirement System of Texas	22,096	$905K	0.0%	-54.4%	0.034%
2/7/2024	Principal Securities Inc.	880	$36K	0.0%	N/A	0.001%
2/6/2024	Charles Schwab Investment Management Inc.	709,451	$29.05M	0.0%	+3.1%	1.098%
2/6/2024	LSV Asset Management	331,000	$13.55M	0.0%	-6.9%	0.512%
2/6/2024	Benjamin F. Edwards & Company Inc.	769	$31K	0.0%	N/A	0.001%
2/6/2024	Los Angeles Capital Management LLC	42,393	$1.74M	0.0%	-30.9%	0.066%
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2/6/2024	Natixis Advisors L.P.	608,559	$24.91M	0.1%	-2.3%	0.942%
2/6/2024	Swiss National Bank	127,374	$5.22M	0.0%	-11.0%	0.197%
2/6/2024	First Trust Direct Indexing L.P.	6,407	$262K	0.0%	+10.7%	0.010%
2/6/2024	New York Life Investment Management LLC	10,232	$419K	0.0%	-2.9%	0.016%
2/5/2024	Victory Capital Management Inc.	1,296,315	$53.07M	0.1%	+386.4%	2.006%
2/5/2024	Russell Investments Group Ltd.	34,840	$1.43M	0.0%	+31.7%	0.054%
2/2/2024	Truist Financial Corp	68,032	$2.79M	0.0%	+1.1%	0.105%
2/2/2024	State of New Jersey Common Pension Fund D	69,283	$2.84M	0.0%	+10.1%	0.107%
2/2/2024	Meritage Portfolio Management	14,245	$583K	0.0%	+5.5%	0.022%
2/2/2024	Bailard Inc.	14,900	$610K	0.0%	N/A	0.023%

(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. ($296.01M), Kayne Anderson Rudnick Investment Management LLC ($152.06M), American Century Companies Inc. ($147.42M), Capital International Investors ($125.33M), 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. ($1.18M), FMR LLC ($867.45K), BlackRock Inc. ($845.67K), Norges Bank ($479.38K), Clifford Capital Partners LLC ($374.08K), and One Fin Capital Management LP ($350K).

How much institutional buying is happening at EVERTEC?: Institutional investors have bought a total of 12,585,463 shares in the last 24 months. This purchase volume represents approximately $440.43M in transactions.
Which EVERTEC major shareholders have been selling company stock?: Of the 131 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 ($1.19M), Kayne Anderson Rudnick Investment Management LLC ($796.93K), Renaissance Technologies LLC ($508.31K), Redwood Investments LLC ($303.49K), American Century Companies Inc. ($209.12K), River Road Asset Management LLC ($182.05K), and Janus Henderson Group PLC ($159.06K).
How much institutional selling is happening at EVERTEC?: Institutional investors have sold a total of 5,694,296 shares in the last 24 months. This volume of shares sold represents approximately $202.79M in transactions.