Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Evertec Inc (EVTC)

250 + Investors. Track Smart Money conviction in EVTC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
3Q ▼
Buyers last Q
49%

Smart Money Signals — EVTC

Based on 252 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their EVTC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
252 funds currently hold this stock — 94% of the 3.0-year high of 267 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold EVTC compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

130 buying134 selling
Last quarter: 134 funds reduced or exited vs 130 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 42 → 39 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 15% new
165 out of 252 hedge funds have held EVTC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~39 new funds/quarter

41 → 45 → 42 → 39 → 39 new funds/Q
New funds entering each quarter: 45 → 42 → 39 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 253 holders: 180 (71%) are 2+ year veterans, 24 entered 1–2 years ago, and 49 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
52 of 251 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in EVTC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EVTC

In 2026 Q2, 130 hedge funds were net buyers of EVTC (39 opened a new position, 91 added to an existing one), while 134 reduced or exited (89 trimmed, 45 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 62% of total institutional value in EVTC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 252.

Hedge Fund Ownership: EVTC

How many hedge funds hold EVTC — quarterly history vs. share price
Quarterly hedge fund ownership of EVTC vs. share price

Market Analysis: EVTC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVTC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EVTC
250 + Investors

Track Smart Money conviction in EVTC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 250 258 -3.1%
13F Shares 61M 62M -1.33%
Total Value $1.65B $1.70B -3.06%
New Positions 39 39 -
Increased Positions 90 107 -17
Closed Positions 46 45 +1
Reduced Positions 88 78 +10
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVTC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

250 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVTC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EVTC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpine Peaks Capital, LP 5.31% 163,126 $4.5M
2 Lone Peak Global Investors LLC 2.24% 584,685 $16.2M
3 Aristides Capital LLC 1.09% 201,170 $5.6M
4 Heartland Advisors Inc 1.04% 840,400 $23.3M
5 North Star Asset Management Inc 0.88% 809,545 $22.5M
6 Schwerin Boyle Capital Management Inc 0.66% 194,727 $5.4M
7 Bridge City Capital, LLC 0.45% 70,323 $2.0M
8 Invenomic Capital Management LP 0.35% 210,799 $5.9M
9 Wakefield Asset Management LLLP 0.25% 40,644 $1.1M
10 EntryPoint Capital, LLC 0.25% 10,855 $361K
11 Kayne Anderson Rudnick Investment Management LLC 0.23% 2,713,930 $75.4M
12 Willis Investment Counsel 0.20% 150,575 $4.2M
13 Caitlin John, LLC 0.20% 13,024 $362K
14 Palisade Capital Management, LP 0.20% 162,140 $4.5M
15 Tweedy, Browne Co LLC 0.19% 88,487 $2.5M
16 Fuller & Thaler Asset Management, INC. 0.16% 2,059,589 $57.2M
17 Dana Investment Advisors, Inc. 0.15% 212,922 $5.9M
18 Nicholas Company, INC. 0.11% 215,090 $6.0M
19 Clark Capital Management Group, Inc. 0.09% 562,394 $15.6M
20 Globeflex Capital L P 0.07% 20,216 $562K
21 American Century Companies Inc 0.06% 5,189,201 $144.2M
22 AdvisorShares Investments LLC 0.06% 17,100 $475K
23 Counterpoint Mutual Funds LLC 0.06% 20,207 $561K
24 Panagora Asset Management Inc 0.04% 472,642 $13.1M
25 Quantbot Technologies LP 0.03% 30,655 $852K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Evertec Inc (EVTC)

What does the Smart Money Trend signal show for EVTC?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their EVTC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EVTC?

More sellers than buyers — 49% buying: Last quarter: 134 funds reduced or exited vs 130 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EVTC holders?

Elite ownership — 62% AUM from top-100 funds: 52 of 251 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in EVTC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EVTC?

65% of holders stayed for 2+ years: 165 out of 252 hedge funds have held EVTC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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