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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
PA
276
PharVision Advisers
Florida
-$264K -9,083 Closed
SSA
277
Schonfeld Strategic Advisors
New York
-$225K -7,726 Closed
CAU
278
Caxton Associates (UK)
-$220K -7,579 Closed
RS
279
R Squared
Hong Kong
-$214K -7,372 Closed
Franklin Resources
280
Franklin Resources
California
-$213K -7,336 Closed
MFS
281
Mirabella Financial Services
United Kingdom
-$213K -7,317 Closed
ECM
282
Everence Capital Management
Indiana
-$208K -7,140 Closed
AIM
283
Aigen Investment Management
New York
-$206K -7,094 Closed
Two Sigma Advisers
284
Two Sigma Advisers
New York
-$200K -6,880 Closed
VI
285
Vestcor Inc
New Brunswick, Canada
-$51K -1,759 Closed
CA
286
Clearstead Advisors
Ohio
-$36.1K -1,240 Closed
KAS
287
Kestra Advisory Services
Texas
-$30.8K -1,060 Closed
QL
288
Quarry LP
New York
-$20.2K -695 Closed
DB
289
Danske Bank
Denmark
-$11.6K -400 Closed
MPW
290
MASECO Private Wealth
-$11.2K -385 Closed
ACM
291
Aster Capital Management
United Arab Emirates
-$8.52K -293 Closed
GI
292
GAMMA Investing
California
-$6.95K -239 Closed
LI
293
LRI Investments
Florida
-$3.35K -115 Closed
SIS
294
Sound Income Strategies
Florida
-$2.81K -95 Closed
YDMI
295
Y.D. More Investments
Israel
-$2.21K -76 Closed
C
296
Covestor
United Kingdom
-$852 -30 -67%
CPG
297
Cornerstone Planning Group
New Jersey
-$690 -24 Closed
QCG
298
Quadrant Capital Group
Ohio
-$466 -16 Closed
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
-$436 -15 Closed
TSMHT
300
Thurston Springer Miller Herd & Titak
Indiana
-$407 -14 Closed