EVERTEC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 9.52 M | $322.70 M | 100.00% | 14.89% |
| FMR LLC | 11/13/2024 | 9.11 M | $308.88 M | 36.57% | 14.25% |
| VANGUARD GROUP INC | 11/13/2024 | 7.31 M | $247.70 M | -0.04% | 11.43% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 4.56 M | $154.62 M | 4.39% | 7.14% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 3.50 M | $118.76 M | -0.30% | 5.48% |
| STATE STREET CORP | 11/14/2024 | 2.49 M | $84.53 M | 1.40% | 3.90% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 2.15 M | $72.76 M | -6.59% | 3.36% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 10/30/2024 | 1.97 M | $66.65 M | 0.30% | 3.08% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.60 M | $54.09 M | -4.12% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.45 M | $48.99 M | -11.20% | 2.26% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 1.28 M | $43.46 M | -2.25% | 2.01% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 1.13 M | $38.22 M | -0.20% | 1.76% |
| INVESCO LTD. | 11/12/2024 | 893,635 | $30.29 M | 13.08% | 1.40% |
| NORTH STAR ASSET MANAGEMENT INC | 11/14/2024 | 766,260 | $25.97 M | 3.52% | 1.20% |
| MORGAN STANLEY | 11/14/2024 | 753,012 | $25.52 M | 12.49% | 1.18% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 665,587 | $22.56 M | -0.40% | 1.04% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 628,605 | $21.31 M | -3.38% | 0.98% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 582,608 | $19.75 M | 9.92% | 0.91% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 524,726 | $17.78 M | -11.22% | 0.82% |
| SEI INVESTMENTS CO | 11/12/2024 | 507,305 | $17.19 M | 5.55% | 0.79% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 467,626 | $15.85 M | -8.94% | 0.73% |
| DF DENT & CO INC | 11/15/2024 | 455,454 | $15.44 M | 27.54% | 0.71% |
| CLIFFORD CAPITAL PARTNERS LLC | 11/13/2024 | 447,645 | $15.17 M | -2.65% | 0.70% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 401,800 | $13.62 M | -3.17% | 0.63% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 371,461 | $12.59 M | -33.42% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 356,152 | $12.07 M | -19.87% | 0.56% |
| JPMORGAN CHASE & CO | 12/26/2024 | 337,776 | $11.45 M | 11.00% | 0.53% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 322,505 | $10.93 M | -0.11% | 0.50% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 318,592 | $10.80 M | 158.21% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 303,182 | $10.27 M | -13.59% | 0.47% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 275,841 | $9.35 M | -0.94% | 0.43% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 267,479 | $9.06 M | 500.47% | 0.42% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 266,723 | $9.04 M | 101.85% | 0.42% |
| ALPINE PEAKS CAPITAL, LP | 11/14/2024 | 260,393 | $8.82 M | 12.05% | 0.41% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 250,200 | $8.48 M | -15.16% | 0.39% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 226,861 | $7.69 M | 83.42% | 0.35% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 11/13/2024 | 217,550 | $7.37 M | 0.00% | 0.34% |
| NICHOLAS COMPANY, INC. | 11/12/2024 | 216,020 | $7.32 M | 0.00% | 0.34% |
| F/M INVESTMENTS LLC | 10/29/2024 | 192,273 | $6.52 M | 12.71% | 0.30% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 186,138 | $6.31 M | 100.00% | 0.29% |
| INVENOMIC CAPITAL MANAGEMENT LP | 11/14/2024 | 185,922 | $6.30 M | -16.23% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 185,073 | $6.27 M | 0.08% | 0.29% |
| RHUMBLINE ADVISERS | 11/12/2024 | 171,244 | $5.80 M | -4.23% | 0.27% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 165,557 | $5.61 M | -10.58% | 0.26% |
| CITADEL ADVISORS LLC | 11/14/2024 | 160,339 | $5.43 M | 584.13% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 152,860 | $5.18 M | -82.04% | 0.24% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2024 | 151,900 | $5.15 M | 83.41% | 0.24% |
| KEELEY-TETON ADVISORS, LLC | 11/13/2024 | 140,072 | $4.75 M | 0.00% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 135,710 | $4.60 M | -4.23% | 0.21% |
| SWISS NATIONAL BANK | 11/07/2024 | 125,774 | $4.26 M | -2.33% | 0.20% |
EVERTEC, Inc.institutional Ownership - FAQ's
During the previous two years, 337 institutional investors and hedge funds held shares of EVERTEC, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 9.52 M
FMR LLC: 9.11 M
VANGUARD GROUP INC: 7.31 M
AMERICAN CENTURY COMPANIES INC: 4.56 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.5 M
STATE STREET CORP: 2.49 M
100.83% of EVERTEC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 81.62 M shares in the last 24 months. This purchase volume represents approximately $2.83 B in transactions.