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Evertec

258 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, 107 increasing their positions, 81 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.16M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
226
J. Safra Asset Management
New York
$5.39K
RIL
227
Rothschild Investment LLC
Illinois
$5.28K
SC
228
Solstein Capital
California
$4.46K
FFA
229
Frazier Financial Advisors
Ohio
$4.4K
EF
230
Entrust Financial
Pennsylvania
$3.9K
SI
231
Sapience Investments
California
$2.71K
TWD
232
True Wealth Design
Ohio
$2.68K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$2.54K
MCM
234
MAI Capital Management
Ohio
$2.26K
RFP
235
Root Financial Partners
California
$1.86K
BLC
236
Brown, Lisle/Cummings
Rhode Island
$1.41K
KFAS
237
Keating Financial Advisory Services
Kansas
$1.41K
RF
238
Rossby Financial
Florida
$1.22K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.13K
BFS
240
Bare Financial Services
Pennsylvania
$1.04K
WPA
241
Wealth Preservation Advisors
Tennessee
$1.02K
S
242
SignatureFD
Georgia
$988
OCWP
243
Owl Creek Wealth Partners
Colorado
$988
CIAM
244
Caitong International Asset Management
Hong Kong
$847
SIC
245
SJS Investment Consulting
Ohio
$819
TCM
246
Triumph Capital Management
Colorado
$677
AW
247
Ankerstar Wealth
Texas
$649
TPWA
248
Twin Peaks Wealth Advisors
California
$621
BGAI
249
Bruce G. Allen Investments
Colorado
$452
ZBNA
250
Zions Bancorporation, National Association
Utah
$423