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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
SCM
276
Semanteon Capital Management
Massachusetts
-$564K -16,702 Closed
DFCM
277
Dark Forest Capital Management
Puerto Rico
-$540K -15,985 Closed
EMPI
278
Elo Mutual Pension Insurance
Finland
-$431K -12,767 Closed
BCM
279
Bayesian Capital Management
New York
-$400K -11,837 Closed
RRA
280
Round Rock Advisors
Connecticut
-$391K -11,564 Closed
PP
281
PDT Partners
New York
-$346K -10,245 Closed
HighTower Advisors
282
HighTower Advisors
Illinois
-$322K -9,538 Closed
Asset Management One
283
Asset Management One
Japan
-$318K -9,419 Closed
BIM
284
Bridges Investment Management
Nebraska
-$288K -8,538 Closed
FGP
285
Freestone Grove Partners
California
-$288K -8,535 Closed
KeyBank National Association
286
KeyBank National Association
Ohio
-$283K -8,389 Closed
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
-$249K -7,385 Closed
P
288
&Partners
Tennessee
-$242K -7,174 Closed
WA
289
Wealth Alliance
New York
-$217K -6,426 Closed
CIM
290
Contravisory Investment Management
Massachusetts
-$216K -6,391 Closed
State of Wisconsin Investment Board
291
State of Wisconsin Investment Board
Wisconsin
-$214K -6,337 Closed
QT
292
Quantbot Technologies
New York
-$78.6K -2,328 Closed
ASN
293
Advisory Services Network
Georgia
-$58.7K -1,738 Closed
BBHC
294
Brown Brothers Harriman & Co
New York
-$51.8K -1,534 Closed
KB
295
Kimelman & Baird
New York
-$13.5K -401 Closed
NEWAS
296
N.E.W. Advisory Services
Wisconsin
-$12.3K -365 Closed
WANY
297
Wealthspire Advisors (New York)
New York
-$2.97K -88 Closed
BFS
298
Bare Financial Services
Pennsylvania
-$1.82K -54 Closed
CT
299
Clearstead Trust
Maine
-$1.45K -43 Closed
AGWCA
300
Annis Gardner Whiting Capital Advisors
Florida
-$1.25K -37 Closed