We are live on ! Find out more
EVTC icon

Evertec

261 hedge funds and large institutions have $1.75B invested in Evertec in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 81

4.36% more ownership

Funds ownership: 96.15%100.51% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.79B → $1.75B (-$38.4M)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 267261 (-6)

Holders
261
Holders Change
-6
Holders Change %
-2.25%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
109
Reduced
81
Closed
39
Calls
$2.16M
Puts
Net Calls
+$2.16M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$262M +$493K +17,358 +0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$261M -$9.67M -340,412 -4%
American Century Companies
3
American Century Companies
Missouri
$142M -$5.03M -177,070 -3%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$112M +$112M +3,955,619 New
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$86.4M +$5.44M +191,601 +7%
VCM
6
Vanguard Capital Management
Pennsylvania
$80.6M +$81.1M +2,856,078 New
State Street
7
State Street
Massachusetts
$70.6M +$2M +70,578 +3%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$51.8M +$18.9M +667,135 +57%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$44.2M -$238K -8,363 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$43.4M -$175K -6,161 -0.4%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$28.9M -$2.43M -85,464 -8%
NSAM
12
North Star Asset Management
Wisconsin
$22.7M -$90.5K -3,187 -0.4%
Northern Trust
13
Northern Trust
Illinois
$22.1M +$1.85M +65,165 +9%
Charles Schwab
14
Charles Schwab
California
$22M +$2.05M +72,345 +10%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$18.7M +$288K +10,154 +2%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$18.6M -$998K -35,127 -5%
Morgan Stanley
17
Morgan Stanley
New York
$18.2M +$2.99M +105,237 +19%
Millennium Management
18
Millennium Management
New York
$17M -$6.95M -244,627 -29%
CCMG
19
Clark Capital Management Group
Pennsylvania
$16.8M +$2.02M +71,111 +14%
Ameriprise
20
Ameriprise
Minnesota
$16.3M -$635K -22,340 -4%
CCP
21
Clifford Capital Partners
Utah
$15.6M +$3.34M +117,494 +27%
Two Sigma Investments
22
Two Sigma Investments
New York
$15.5M +$12.1M +426,394 +348%
Boston Partners
23
Boston Partners
Massachusetts
$13.5M -$474K -16,688 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$12.9M -$193K -6,797 -1%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$12.6M +$12.7M +445,783 New