Evertec Inc (EVTC) Ownership

36.65 ↓0.70 (-1.87%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Evertec Inc (EVTC), owning a total of 9.6 million shares. Combined, the top 33 institutional holders of EVTC own 101.91% of the company with a total of 65 million shares.

In the latest ownership report on December 31st 2024, the top 33 institutional holders increased their combined ownership of EVTC by 345 thousand shares. 8 institutions bought 799,365 total additional shares and increased their ownership by an average of 3.84%. However 12 institutions sold 454,118 total shares and decreased their ownership by an average of 2.26%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Evertec increased by a net total of 345,247 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.151%1.219%9,637,974116,0822024-12-31
FMR Inc15.000%4.694%9,542,103427,8592024-12-31
Vanguard Group Inc11.438%-0.449%7,276,062-32,8032024-12-31
American Century Companies Inc7.168%-0.055%4,559,893-2,4912024-12-31
Kayne Anderson Rudnick Investment Management LLC5.358%-2.745%3,408,160-96,1892024-12-31
State Street Corp4.109%4.783%2,613,644119,2952024-12-31
Victory Capital Management Inc.3.143%-6.862%1,999,513-147,3162024-12-31
River Road Asset Management, LLC3.004%-2.847%1,910,638-55,9882024-12-31
Dimensional Fund Advisors, Inc.2.560%2.026%1,628,40432,3302024-12-31
Geode Capital Management, LLC2.265%-0.317%1,440,727-4,5742024-12-31
Loomis, Sayles & Company LP1.959%-2.839%1,246,057-36,4052024-12-31
Fuller & Thaler Asset Management Inc1.763%-0.537%1,121,562-6,0602024-12-31
Amvescap Plc.1.406%0.096%894,4948592024-12-31
Northern Trust Corp1.332%0.842%847,1767,0732024-12-31
NorthStar Asset Management, Inc.1.248%3.643%794,17127,9112024-12-31
Morgan Stanley - Brokerage Accounts1.136%-4.029%722,671-30,3412024-12-31
Charles Schwab Investment Management Inc0.988%-5.612%628,237-37,3502024-12-31
T. Rowe Price Associates, Inc.0.987%-0.125%627,821-7842024-12-31
Natixis Advisors, LLC.0.910%-0.655%578,791-3,8172024-12-31
SEI Investments Co0.904%13.396%575,26167,9562024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.151%1.219%9,637,974116,0822024-12-31
FMR Inc15.000%4.694%9,542,103427,8592024-12-31
Vanguard Group Inc11.438%-0.449%7,276,062-32,8032024-12-31
American Century Companies Inc7.168%-0.055%4,559,893-2,4912024-12-31
Kayne Anderson Rudnick Investment Management LLC5.358%-2.745%3,408,160-96,1892024-12-31
State Street Corp4.109%4.783%2,613,644119,2952024-12-31
State Street Corporation3.867%2.669%2,474,15764,3282024-03-31
Victory Capital Management Inc.3.143%-6.862%1,999,513-147,3162024-12-31
Boston Partners Global Investors, Inc3.030%-8.301%1,972,071-178,5252022-12-31
River Road Asset Management, LLC3.004%-2.847%1,910,638-55,9882024-12-31
Dimensional Fund Advisors, Inc.2.560%2.026%1,628,40432,3302024-12-31
Geode Capital Management, LLC2.265%-0.317%1,440,727-4,5742024-12-31
Capital Research & Mgmt Co - Division 32.195%-55.285%1,404,514-1,736,5372024-06-30
Loomis, Sayles & Company LP1.959%-2.839%1,246,057-36,4052024-12-31
Fuller & Thaler Asset Management Inc1.763%-0.537%1,121,562-6,0602024-12-31
Amvescap Plc.1.406%0.096%894,4948592024-12-31
Sunriver Management LLC1.375%6.304%879,61752,1592024-03-31
Bank of America Corp1.338%58.890%851,321315,5282024-06-30
Northern Trust Corp1.332%0.842%847,1767,0732024-12-31
HHG PLC1.211%20.262%796,670134,2262023-09-30
NorthStar Asset Management, Inc.1.248%3.643%794,17127,9112024-12-31
North Star Asset Management Inc1.120%-0.071%736,626-5212023-09-30
Morgan Stanley - Brokerage Accounts1.136%-4.029%722,671-30,3412024-12-31
Goldman Sachs Group Inc1.112%36.019%718,887190,3662023-06-30
JPMorgan Chase & Co1.062%10.996%675,55266,9242024-09-30
Renaissance Technologies Corp1.040%-16.270%665,426-129,3002024-03-31
Charles Schwab Investment Management Inc0.988%-5.612%628,237-37,3502024-12-31
T. Rowe Price Associates, Inc.0.987%-0.125%627,821-7842024-12-31
Ameriprise Financial Inc0.956%-9.530%617,886-65,0852023-03-31
Wells Fargo & Co0.948%-3.702%615,723-23,6692022-09-30
Natixis Advisors, LLC.0.910%-0.655%578,791-3,8172024-12-31
SEI Investments Co0.904%13.396%575,26167,9562024-12-31
Bank of New York Mellon Corp0.825%-11.224%524,726-66,3402024-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Evertec Inc (EVTC), owning a total of 4.1 million shares. Combined, the top 37 mutual fund holders of EVTC own 70.54% of the company with a total of 45.1 million shares.

In the latest ownership report on February 28th 2025, the top 37 fund holders increased their combined ownership of EVTC by 20 thousand shares. 3 funds bought 4,686 total additional shares and increased their ownership by an average of 0.11%. However 3 funds sold 24,667 total shares and decreased their ownership by an average of 0.54%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Evertec decreased by a net total of -19,981 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.401%-0.023%4,072,008-9512025-02-28
Vanguard Total Stock Mkt Idx Inv3.193%0.096%2,031,2091,9572025-02-28
Vanguard Small Cap Index2.553%0.082%1,624,1081,3232025-02-28
iShares Russell 2000 ETF2.552%-1.164%1,623,382-19,1262025-02-28
Vanguard Small Cap Value Index Inv1.680%-0.428%1,068,771-4,5902025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.521%0.146%967,7291,4062025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.401%-0.023%4,072,008-9512025-02-28
American Century Small Cap Value Inv5.321%-3.286%3,385,000-115,0002024-12-31
American Century U.S. Small Cap Value5.321%-3.286%3,385,000-115,0002024-12-31
Fidelity Low-Priced Stock4.041%-0.626%2,570,509-16,1892024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.157%2.249%2,040,21644,8822023-03-31
Vanguard Total Stock Mkt Idx Inv3.193%0.096%2,031,2091,9572025-02-28
Vanguard Small Cap Index2.553%0.082%1,624,1081,3232025-02-28
iShares Russell 2000 ETF2.552%-1.164%1,623,382-19,1262025-02-28
Victory Sycamore Small Company Opp R2.114%-5.282%1,345,000-75,0002024-12-31
Victory Small Cap Value CIT (Net 75)2.114%-5.282%1,345,000-75,0002024-12-31
Strategic Advisers Fidelity US TtlStk2.044%0.000%1,299,95602025-01-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.778%0.000%1,169,97602023-09-30
Fuller & Thaler Behavioral Small-Cap Eq1.778%0.000%1,169,97602023-11-30
American Funds SMALLCAP World A1.759%-48.830%1,125,253-1,073,7742024-06-30
FullerThaler Behavioral Small-Cap Equity1.681%0.000%1,069,27602024-09-30
FullerThaler Behavioral Sm-Cp Eq R61.681%0.000%1,069,27602024-12-31
Vanguard Small Cap Value Index Inv1.680%-0.428%1,068,771-4,5902025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.521%0.146%967,7291,4062025-02-28
Fidelity Small Cap Discovery1.472%-0.510%936,113-4,8002024-12-31
T. Rowe Price Integrated US SmCapGrEq1.428%100.000%908,164454,0822024-12-31
Vanguard Extended Market Index Investor1.376%-0.018%889,396-1612023-08-31
Janus Henderson Small Cap Value L1.123%21.363%738,993130,0802023-09-30
Loomis Sayles Small Cap Growth Instl1.144%0.000%727,42102025-01-31
Virtus KAR Small-Cap Value I1.107%-6.005%704,327-45,0002024-12-31
Invesco Global Opportunities A1.067%0.000%678,65902024-12-31
Fidelity Series Small Cap Discovery1.033%-0.515%657,100-3,4002024-12-31
Fidelity Small Cap Index1.017%-0.792%647,197-5,1682024-12-31
American Funds Global Insight F-31.004%0.000%646,84602024-03-31
Capital Group PCS Global Equity Comp1.011%0.000%646,84602024-03-31
Fidelity® Small Cap Index0.956%2.644%629,14116,2072023-10-31
iShares S&P Small-Cap 600 Growth ETF0.985%0.000%626,52802024-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.903%0.021%591,0781212024-02-29
Invesco Global Multi Cap Growth0.908%-10.589%577,659-68,4142024-06-30
iShares Russell 2000 Growth ETF0.862%0.117%566,9026642024-01-31
Vanguard Tax-Managed Small Cap Adm0.840%0.000%552,37202023-11-30
AMG River Road Small Cap Value N0.828%0.000%534,86302023-10-31
JHancock Disciplined Value Mid Cap I0.789%-64.839%513,715-947,3222023-02-28

Discussions

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graffititrain

$EVTC where’s the WSB guys at? Still sleeping?

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a

$EVTC longer we hold
more pressure on the shorts

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