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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
BGAI
251
Bruce G. Allen Investments
Colorado
$452
SS
252
SBI Securities
Japan
$423 +$426 +15 New
ZBNA
253
Zions Bancorporation, National Association
Utah
$423 +$426 +15 New
AT
254
Arlington Trust
Alabama
$367 +$369 +13 New
SS
255
Sunbelt Securities
Texas
$310 -$142 -5 -31%
WA
256
Westfuller Advisors
New York
$177 -$596 -21 -78%
AWM
257
Abound Wealth Management
Tennessee
$142
DF
258
Dunhill Financial
United Kingdom
$44 -$28 -1 -50%
BWA
259
Basecamp Wealth Advisors
Washington
$28
HFS
260
Hughes Financial Services
Virginia
$28
CFB
261
Cullen/Frost Bankers
Texas
$1
RRAM
262
River Road Asset Management
Kentucky
-$28.5M -980,239 Closed
Point72 Asset Management
263
Point72 Asset Management
Connecticut
-$5.06M -174,044 Closed
FMI
264
F/M Investments
District of Columbia
-$2.86M -98,420 Closed
PCM
265
Polaris Capital Management
Massachusetts
-$1.88M -64,700 Closed
HSA
266
Hussman Strategic Advisors
Maryland
-$1.22M -42,000 Closed
EP
267
Edgestream Partners
New Jersey
-$715K -24,577 Closed
LCM
268
Laurion Capital Management
New York
-$704K -24,202 Closed
Verition Fund Management
269
Verition Fund Management
Connecticut
-$579K -19,900 Closed
HF
270
HRT Financial
New York
-$555K -19,088 Closed
TC
271
TwinBeech Capital
New York
-$465K -15,972 Closed
GC
272
Guggenheim Capital
Illinois
-$465K -15,968 Closed
Los Angeles Capital Management
273
Los Angeles Capital Management
California
-$431K -15,258 Closed
DS
274
DRW Securities
Illinois
-$396K -13,600 Closed
JA
275
JLB & Associates
Michigan
-$318K -10,915 Closed