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Evertec

267 hedge funds and large institutions have $1.79B invested in Evertec in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 99 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 99

1% less funds holding

Funds holding: 270267 (-3)

3.09% less ownership

Funds ownership: 99.23%96.15% (-3.1%)

17% less capital invested

Capital invested by funds: $2.14B → $1.79B (-$355M)

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
99
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
251
Bruce G. Allen Investments
Colorado
$465
SS
252
Sunbelt Securities
Texas
$465 +$475 +16 New
SIC
253
SJS Investment Consulting
Ohio
$437 -$505 -17 -53%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$436 -$68.4K -2,302 -99%
TSMHT
255
Thurston Springer Miller Herd & Titak
Indiana
$407 +$416 +14 New
RF
256
Rossby Financial
Florida
$349 +$89 +3 +33%
UBS AM
257
UBS AM
Illinois
$262 +$267 +9 New
HI
258
Harbour Investments
Wisconsin
$233 +$238 +8 New
RIL
259
Rothschild Investment LLC
Illinois
$175 -$2.17K -73 -92%
AW
260
Ankerstar Wealth
Texas
$175 +$178 +6 New
MCM
261
MAI Capital Management
Ohio
$175 +$178 +6 New
AWM
262
Abound Wealth Management
Tennessee
$146
GWM
263
Gilpin Wealth Management
Colorado
$146 +$149 +5 New
TWD
264
True Wealth Design
Ohio
$117 -$1.4K -47 -92%
DF
265
Dunhill Financial
United Kingdom
$46 +$59 +2 New
BWA
266
Basecamp Wealth Advisors
Washington
$29 +$30 +1 New
HFS
267
Hughes Financial Services
Virginia
$29 +$30 +1 New
CFB
268
Cullen/Frost Bankers
Texas
$1 -$475 -16 Closed
ICM
269
Invenomic Capital Management
Massachusetts
-$8.36M -247,541 Closed
GLA
270
Great Lakes Advisors
Illinois
-$1.69M -50,149 Closed
MUAMU
271
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$1.35M -40,000 Closed
Lazard Asset Management
272
Lazard Asset Management
New York
-$1.23M -36,524 Closed
PMAM
273
Picton Mahoney Asset Management
Ontario, Canada
-$932K -27,576 Closed
GCP
274
GSA Capital Partners
United Kingdom
-$820K -24,263 Closed
ACM
275
Aquatic Capital Management
Illinois
-$639K -18,930 Closed