Evertec, Inc.: which funds bought and sold
Institutions that bought and sold Evertec shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 126 institutions that filed 13F reports for both quarters added to or opened positions in Evertec, and 128 cut or closed them. Together they sold a net 889K shares, −1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.2M shares (−5.2%); index fund managers were net sellers of 125K shares (−0.6%). 33 opened a new position and 38 sold out entirely.
Bought, Q2 2026 126 institutions, 33 of them new holders Sold, Q2 2026 128 institutions, 38 of them sold out
Net change, all compared −889K shares (−1.4%)
Net change, active managers −1.2M shares (−5.2%), 23 bought, 21 sold
Buyers versus sellers
126 bought 32 128 sold
Active managers and hedge funds 23 bought · 21 sold · −1.2M
Index fund managers 4 bought · 6 sold · −125K
Other institutions 99 bought · 101 sold · +467K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Heartland Advisors Inc | +590K +236.2% | 840K | $23.3M |
| AQR Capital Management LLC Hedge fund | +547K +338.3% | 708K | $19.7M |
| Price T Rowe Associates Inc Active manager | +287K +43.3% | 950K | $26.4M |
| Ameriprise Financial Inc | +252K +43.5% | 831K | $23.1M |
| Fuller & Thaler Asset Management, Inc. | +225K +12.2% | 2.1M | $57.2M |
| Invenomic Capital Management LP Hedge fund | +211K New position | 211K | $5.9M |
| LSV Asset Management Active manager | +192K +1761.0% | 203K | $5.6M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +157K +149.2% | 262K | $7.3M |
| American Century Companies Inc Active manager | +140K +2.8% | 5.2M | $144M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | +127K +36189.5% | 128K | $3.5M |
| Panagora Asset Management Inc Active manager | +125K +35.8% | 473K | $13.1M |
| State Street Corp Index funds | +102K +4.1% | 2.6M | $72.4M |
| First Trust Advisors LP | +94K +210.6% | 138K | $3.8M |
| Picton Mahoney Asset Management | +89K New position | 89K | $2.5M |
| Exchange Traded Concepts, LLC | +88K New position | 88K | $2.5M |
| Tweedy, Browne Co LLC Active manager | +88K New position | 88K | $2.5M |
| Trexquant Investment LP Hedge fund | +82K +237.0% | 117K | $3.2M |
| Dana Investment Advisors, Inc. | +64K +43.0% | 213K | $5.9M |
| Willis Investment Counsel | +56K +58.5% | 151K | $4.2M |
| Amundi | +55K +371.4% | 70K | $1.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +547K +338.3% | 708K | $19.7M |
| Price T Rowe Associates Inc Active manager | +287K +43.3% | 950K | $26.4M |
| Invenomic Capital Management LP Hedge fund | +211K New position | 211K | $5.9M |
| LSV Asset Management Active manager | +192K +1761.0% | 203K | $5.6M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +157K +149.2% | 262K | $7.3M |
| American Century Companies Inc Active manager | +140K +2.8% | 5.2M | $144M |
| Panagora Asset Management Inc Active manager | +125K +35.8% | 473K | $13.1M |
| Tweedy, Browne Co LLC Active manager | +88K New position | 88K | $2.5M |
| Trexquant Investment LP Hedge fund | +82K +237.0% | 117K | $3.2M |
| Schroder Investment Management Group Active manager | +55K +80.6% | 122K | $3.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Loomis Sayles & Co L P Active manager | −1.0M Sold out | 0 | — |
| FMR LLC Active manager | −458K −4.9% | 8.8M | $244M |
| Kayne Anderson Rudnick Investment Management LLC Active manager | −347K −11.3% | 2.7M | $75.4M |
| Qube Research & Technologies Ltd Hedge fund | −336K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −281K −42.6% | 378K | $10.5M |
| Cx Institutional | −210K −99.9% | 172 | $5,000 |
| Millennium Management LLC Hedge fund | −195K −32.2% | 409K | $11.4M |
| Morgan Stanley | −182K −28.2% | 463K | $12.9M |
| Goldman Sachs Group Inc | −158K −47.4% | 175K | $4.9M |
| Two Sigma Investments, LP Hedge fund | −155K −28.2% | 394K | $10.9M |
| Natixis Advisors, LLC | −144K −35.6% | 260K | $7.2M |
| Dimensional Fund Advisors LP | −140K −8.9% | 1.4M | $39.6M |
| Balyasny Asset Management L.P. Hedge fund | −139K Sold out | 0 | — |
| Blackrock, Inc. Index funds | −138K −1.5% | 9.2M | $255M |
| Jones Financial Companies LLLP | −128K −36.3% | 225K | $6.1M |
| Voloridge Investment Management, LLC Hedge fund | −124K −47.5% | 137K | $3.8M |
| UBS Group AG | −108K −45.3% | 131K | $3.6M |
| Jane Street Group, LLC | −108K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −92K Sold out | 0 | — |
| Vanguard Capital Management LLC Index funds | −90K −3.2% | 2.8M | $76.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Loomis Sayles & Co L P Active manager | −1.0M Sold out | 0 | — |
| FMR LLC Active manager | −458K −4.9% | 8.8M | $244M |
| Kayne Anderson Rudnick Investment Management LLC Active manager | −347K −11.3% | 2.7M | $75.4M |
| Qube Research & Technologies Ltd Hedge fund | −336K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −281K −42.6% | 378K | $10.5M |
| Millennium Management LLC Hedge fund | −195K −32.2% | 409K | $11.4M |
| Two Sigma Investments, LP Hedge fund | −155K −28.2% | 394K | $10.9M |
| Balyasny Asset Management L.P. Hedge fund | −139K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −124K −47.5% | 137K | $3.8M |
| Renaissance Technologies LLC Hedge fund | −92K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Invenomic Capital Management LPHedge fund | 211K | $5.9M |
| Picton Mahoney Asset Management | 89K | $2.5M |
| Exchange Traded Concepts, LLC | 88K | $2.5M |
| Tweedy, Browne Co LLCActive manager | 88K | $2.5M |
| Allstate Corp | 37K | $1M |
| Quantbot Technologies LPHedge fund | 31K | $851,596 |
| Edgestream Partners, L.P.Hedge fund | 28K | $767,117 |
| Wealth Enhancement Advisory Services, LLC | 17K | $492,716 |
| Drw Securities, LLC | 18K | $488,928 |
| Advisorshares Investments LLC | 17K | $475,038 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Loomis Sayles & Co L PActive manager | 1.0M | $28.9M |
| Qube Research & Technologies LtdHedge fund | 336K | $9.5M |
| Balyasny Asset Management L.P.Hedge fund | 139K | $3.9M |
| Jane Street Group, LLC | 108K | $3.1M |
| Renaissance Technologies LLCHedge fund | 92K | $2.6M |
| Exoduspoint Capital Management, LPHedge fund | 52K | $1.5M |
| Lombard Odier Asset Management (Europe) Ltd | 50K | $1.4M |
| Jackson Creek Investment Advisors LLC | 43K | $1.2M |
| Campbell & Co Investment Adviser LLC | 28K | $794,111 |
| Squarepoint Ops LLCHedge fund | 28K | $779,521 |
Who holds the shares
- Institutions reporting
- 251
- Ten largest holders
- 65.8% of 13F-reported shares
- Index fund managers
- 36.3% of 13F-reported shares
- Active managers and hedge funds
- 37.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 23 | 21 | 6 | 8 | −1.2M | −5.2% |
| Index fund managers | 4 | 6 | 0 | 0 | −125K | −0.6% |
| Other institutions | 99 | 101 | 27 | 30 | +467K | +3.0% |