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Evertec
EVTC

Overview Fund Activity

252 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+7
Holders Change %
+2.86%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
82
Reduced
97
Closed
28
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$32M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.5M
3
Bank of America
Bank of America
North Carolina
$8.23M
4
CSS
Cubist Systematic Strategies
Connecticut
$3.65M
5
Jane Street
Jane Street
New York
$4.92M

Top Sellers

1
Invesco
Invesco
Georgia
$4.69M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
3
State Street
State Street
Massachusetts
$90.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$262M
5
BlackRock
BlackRock
New York
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
Parkworth Wealth Management
California
$74 – – –
Canada Pension Plan Investment Board
252
Canada Pension Plan Investment Board
Ontario, Canada
– -$17.4M -504,370 Closed
Norges Bank
253
Norges Bank
Norway
– -$6.57M -190,214 Closed
ECM
254
ExodusPoint Capital Management
New York
– -$3.01M -87,141 Closed
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
– -$1.7M -49,170 Closed
MMEA
256
Main Management ETF Advisors
California
– -$787K -22,784 Closed
SSA
257
Schonfeld Strategic Advisors
New York
– -$662K -19,160 Closed
TJHA
258
Thomas J. Herzfeld Advisors
Florida
– -$585K -16,956 Closed
FGP
259
Freestone Grove Partners
California
– -$565K -16,372 Closed
NRD
260
Nebula Research & Development
New York
– -$464K -13,424 Closed
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
– -$368K -10,667 Closed
Holocene Advisors
262
Holocene Advisors
New York
– -$264K -7,653 Closed
VA
263
Vident Advisory
Georgia
– -$260K -7,531 Closed
QT
264
Quantbot Technologies
New York
– -$249K -7,222 Closed
VI
265
Vestcor Inc
New Brunswick, Canada
– -$164K -4,755 Closed
PWA
266
Physician Wealth Advisors
Utah
– -$13K -377 Closed
GWSG
267
GPS Wealth Strategies Group
Colorado
– -$11.2K -324 Closed
VWM
268
Venturi Wealth Management
Texas
– -$4.11K -119 Closed
EBA
269
Eagle Bay Advisors
New York
– -$3K -87 Closed
PSFG
270
Park Square Financial Group
Georgia
– -$2.97K -86 Closed
TCM
271
TD Capital Management
Tennessee
– -$2.77K -80 Closed
HNW
272
High Note Wealth
Minnesota
– -$2.38K -69 Closed
LFA
273
LGT Financial Advisors
Texas
– -$2.18K -63 Closed
FWA
274
FSC Wealth Advisors
New York
– -$2.07K -60 Closed
BWL
275
Bogart Wealth LLC
Virginia
– -$1.97K -57 Closed
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