EVTC NYSE
EVERTEC, Inc.
1W: +5.5%
1M: -18.9%
3M: -10.2%
YTD: -13.8%
1Y: -35.5%
3Y: -29.1%
5Y: -42.0%
$24.76
+0.11 (+0.45%)
Weekly Expected Move ±9.5%
$19
$21
$24
$26
$28
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — EVTC
299
Institutional Holders
-11 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
33
New Positions
99
Increased
136
Reduced
71
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (359 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,299,567 | $$230M | +17,358 | +0.2% | 7Q | SEC ↗ |
| 2 | FMR LLC | 9,257,146 | $$229M | -340,412 | -3.5% | 13Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 7,108,287 | $$176M | -58,884 | -0.8% | 12Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 5,712,156 | $$141M | — | +0.0% | 1Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 5,049,513 | $$125M | -177,070 | -3.4% | 13Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 3,955,619 | $$98M | — | +0.0% | 1Q | SEC ↗ |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 3,060,745 | $$76M | +191,601 | +6.7% | 13Q | SEC ↗ |
| 8 | STATE STREET CORP | 2,502,355 | $$62M | +70,578 | +2.9% | 13Q | SEC ↗ |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 1,834,945 | $$45M | -500,675 | -21.4% | 13Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1,566,018 | $$39M | -8,363 | -0.5% | 13Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1,538,566 | $$38M | -6,161 | -0.4% | 13Q | SEC ↗ |
| 12 | LOOMIS SAYLES & CO L P | 1,024,262 | $$25M | -85,464 | -7.7% | 13Q | SEC ↗ |
| 13 | MILLENNIUM MANAGEMENT LLC | 848,588 | $$21M | +162,307 | +23.7% | 12Q | SEC ↗ |
| 14 | NORTH STAR ASSET MANAGEMENT INC | 805,787 | $$20M | -3,187 | -0.4% | 13Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 783,499 | $$19M | +65,165 | +9.1% | 13Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 781,049 | $$19M | +72,345 | +10.2% | 13Q | SEC ↗ |
| 17 | D. E. Shaw & Co., Inc. | 694,723 | $$17M | +255,920 | +58.3% | 12Q | SEC ↗ |
| 18 | PRICE T ROWE ASSOCIATES INC /MD | 662,667 | $$16M | +10,154 | +1.6% | 13Q | SEC ↗ |
| 19 | Clark Capital Management Group, Inc. | 596,346 | $$15M | +71,111 | +13.5% | 11Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 578,983 | $$14M | -22,340 | -3.7% | 13Q | SEC ↗ |
| 21 | LONE PEAK GLOBAL INVESTORS LLC | 551,921 | $$14M | +117,494 | +27.0% | 13Q | SEC ↗ |
| 22 | MORGAN STANLEY | 539,746 | $$13M | +52,793 | +10.8% | 12Q | SEC ↗ |
| 23 | Boston Partners | 496,586 | $$12M | -30,278 | -5.7% | 3Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 457,428 | $$11M | -6,797 | -1.5% | 13Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 450,030 | $$11M | -46,297 | -9.3% | 12Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO NEW | 445,783 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 27 | PRINCIPAL FINANCIAL GROUP INC | 427,560 | $$11M | +60,403 | +16.5% | 13Q | SEC ↗ |
| 28 | NATIXIS ADVISORS, LLC | 403,205 | $$10M | +49,599 | +14.0% | 13Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 352,698 | $$9M | +352,579 | +296284.9% | 7Q | SEC ↗ |
| 30 | PANAGORA ASSET MANAGEMENT INC | 348,022 | $$9M | +111,287 | +47.0% | 4Q | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 336,288 | $$8M | -60,324 | -15.2% | 5Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 332,388 | $$8M | -100,842 | -23.3% | 13Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 309,627 | $$8M | +158,370 | +104.7% | 13Q | SEC ↗ |
| 34 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 285,693 | $$7M | +172,101 | +151.5% | 7Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 266,543 | $$7M | +81,279 | +43.9% | 13Q | SEC ↗ |
| 36 | PALISADE CAPITAL MANAGEMENT, LP | 250,944 | $$6M | -14,108 | -5.3% | 7Q | SEC ↗ |
| 37 | HEARTLAND ADVISORS INC | 250,000 | $$6M | +12,500 | +5.3% | 13Q | SEC ↗ |
| 38 | UBS Group AG | 239,021 | $$6M | +132,512 | +124.4% | 13Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 234,908 | $$6M | -92,036 | -28.2% | 13Q | SEC ↗ |
| 40 | Public Sector Pension Investment Board | 228,898 | $$6M | +7,485 | +3.4% | 13Q | SEC ↗ |
| 41 | Nuveen, LLC | 219,495 | $$5M | -44,816 | -17.0% | 5Q | SEC ↗ |
| 42 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 217,550 | $$5M | — | +0.0% | 12Q | SEC ↗ |
| 43 | NICHOLAS COMPANY, INC. | 215,090 | $$5M | -1,055 | -0.5% | 13Q | SEC ↗ |
| 44 | CX Institutional NEW | 209,864 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 193,825 | $$5M | +123,332 | +175.0% | 12Q | SEC ↗ |
| 46 | Alpine Peaks Capital, LP | 188,204 | $$5M | +8,500 | +4.7% | 13Q | SEC ↗ |
| 47 | Aristides Capital LLC | 186,160 | $$5M | -82,272 | -30.6% | 13Q | SEC ↗ |
| 48 | Invesco Ltd. | 178,372 | $$4M | +17,595 | +10.9% | 13Q | SEC ↗ |
| 49 | RHUMBLINE ADVISERS | 166,624 | $$4M | +3,267 | +2.0% | 13Q | SEC ↗ |
| 50 | AQR CAPITAL MANAGEMENT LLC | 161,588 | $$4M | +127,432 | +373.1% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5,712,156 | $$141M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,955,619 | $$98M |
| VANGUARD FIDUCIARY TRUST CO | 445,783 | $$11M |
| CX Institutional | 209,864 | $$5M |
| Allianz Asset Management GmbH | 119,199 | $$3M |
| AXA Investment Managers S.A. | 102,101 | $$3M |
| Walleye Capital LLC | 82,851 | $$2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 57,084 | $$1M |
| Trexquant Investment LP | 34,617 | $$857K |
| Vanguard Global Advisers, LLC | 25,723 | $$637K |
| Counterpoint Mutual Funds LLC | 20,207 | $$500K |
| Mitsubishi UFJ Asset Management (UK | 20,000 | $$495K |
| IEQ CAPITAL, LLC | 17,091 | $$423K |
| TWINBEECH CAPITAL LP | 15,972 | $$395K |
| GUGGENHEIM CAPITAL LLC | 15,968 | $$395K |
| CANADA PENSION PLAN INVESTMENT BOAR | 15,100 | $$374K |
| Vanguard Investments Australia, Ltd | 14,769 | $$366K |
| CIBC Bancorp USA Inc. | 13,764 | $$341K |
| Freestone Grove Partners LP | 13,556 | $$336K |
| Callan Family Office, LLC | 11,758 | $$291K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| River Road Asset Management, LLC | 980,239 | $$24M |
| Invenomic Capital Management LP | 247,541 | $$6M |
| Point72 Asset Management, L.P. | 174,044 | $$4M |
| Polaris Capital Management, LLC | 64,700 | $$2M |
| GREAT LAKES ADVISORS, LLC | 50,149 | $$1M |
| Laurion Capital Management LP | 48,404 | $$1M |
| ALGERT GLOBAL LLC | 40,523 | $$1M |
| TEXAS PERMANENT SCHOOL FUND CORP | 39,429 | $$976K |
| LAZARD ASSET MANAGEMENT LLC | 36,524 | $$904K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 36,199 | $$896K |
| PICTON MAHONEY ASSET MANAGEMENT | 27,576 | $$683K |
| Edgestream Partners, L.P. | 24,577 | $$609K |
| Dynamic Technology Lab Private Ltd | 24,400 | $$604K |
| GSA CAPITAL PARTNERS LLP | 24,263 | $$601K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 23,231 | $$575K |
| EXCHANGE TRADED CONCEPTS, LLC | 21,553 | $$534K |
| Verition Fund Management LLC | 19,900 | $$493K |
| HRT FINANCIAL LP | 19,088 | $$473K |
| Aquatic Capital Management LLC | 18,930 | $$469K |
| Semanteon Capital Management, LP | 16,702 | $$414K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +352,579 | +296284.9% | 352,698 |
| D. E. Shaw & Co., Inc. | +255,920 | +58.3% | 694,723 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | +191,601 | +6.7% | 3,060,745 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +172,101 | +151.5% | 285,693 |
| MILLENNIUM MANAGEMENT LLC | +162,307 | +23.7% | 848,588 |
| BANK OF AMERICA CORP /DE | +158,370 | +104.7% | 309,627 |
| UBS Group AG | +132,512 | +124.4% | 239,021 |
| AQR CAPITAL MANAGEMENT LLC | +127,432 | +373.1% | 161,588 |
| CITADEL ADVISORS LLC | +123,332 | +175.0% | 193,825 |
| LONE PEAK GLOBAL INVESTORS LLC | +117,494 | +27.0% | 551,921 |
| PANAGORA ASSET MANAGEMENT INC | +111,287 | +47.0% | 348,022 |
| ENVESTNET ASSET MANAGEMENT INC | +81,279 | +43.9% | 266,543 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +72,345 | +10.2% | 781,049 |
| Clark Capital Management Group, Inc | +71,111 | +13.5% | 596,346 |
| STATE STREET CORP | +70,578 | +2.9% | 2,502,355 |
| NORTHERN TRUST CORP | +65,165 | +9.1% | 783,499 |
| PRINCIPAL FINANCIAL GROUP INC | +60,403 | +16.5% | 427,560 |
| MORGAN STANLEY | +52,793 | +10.8% | 539,746 |
| NATIXIS ADVISORS, LLC | +49,599 | +14.0% | 403,205 |
| SEI INVESTMENTS CO | +47,342 | +293.5% | 63,472 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, I | -500,675 | -21.4% | 1,834,945 |
| FMR LLC | -340,412 | -3.5% | 9,257,146 |
| Pathstone Holdings, LLC | -210,223 | -92.5% | 16,998 |
| AMERICAN CENTURY COMPANIES INC | -177,070 | -3.4% | 5,049,513 |
| GOLDMAN SACHS GROUP INC | -100,842 | -23.3% | 332,388 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -92,796 | -99.3% | 657 |
| JPMORGAN CHASE & CO | -92,036 | -28.2% | 234,908 |
| BARCLAYS PLC | -91,313 | -62.1% | 55,825 |
| LOOMIS SAYLES & CO L P | -85,464 | -7.7% | 1,024,262 |
| MARSHALL WACE, LLP | -83,213 | -84.0% | 15,853 |
| Aristides Capital LLC | -82,272 | -30.6% | 186,160 |
| TUDOR INVESTMENT CORP ET AL | -75,097 | -64.3% | 41,609 |
| Qube Research & Technologies Ltd | -60,324 | -15.2% | 336,288 |
| VANGUARD GROUP INC | -58,884 | -0.8% | 7,108,287 |
| WELLS FARGO & COMPANY/MN | -46,297 | -9.3% | 450,030 |
| RAYMOND JAMES FINANCIAL INC | -46,198 | -53.2% | 40,659 |
| Nuveen, LLC | -44,816 | -17.0% | 219,495 |
| New Age Alpha Advisors, LLC | -41,566 | -93.4% | 2,926 |
| RENAISSANCE TECHNOLOGIES LLC | -38,700 | -29.6% | 92,238 |
| JANE STREET GROUP, LLC | -35,794 | -24.9% | 108,099 |