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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
Principal Financial Group
26
Principal Financial Group
Iowa
$10.7M +$511K +17,212 +5%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$10.3M -$1.25M -42,120 -11%
JP Morgan Chase
28
JP Morgan Chase
New York
$9.51M -$1.7M -57,143 -15%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$8.31M +$5.11M +172,101 +152%
PCM
30
Palisade Capital Management
New Jersey
$7.71M -$1.12M -37,701 -12%
N
31
Nuveen
North Carolina
$7.69M +$526K +17,719 +7%
HA
32
Heartland Advisors
Wisconsin
$6.91M +$1.11M +37,500 +19%
PAM
33
Panagora Asset Management
Massachusetts
$6.89M +$2.04M +68,684 +41%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$6.61M -$2.87M -96,728 -30%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.44M -$838K -28,190 -11%
SBCM
36
Schwerin Boyle Capital Management
Massachusetts
$6.33M
Goldman Sachs
37
Goldman Sachs
New York
$6.3M +$294K +9,890 +5%
NC
38
Nicholas Company
Wisconsin
$6.29M +$5.05K +170 +0.1%
Citadel Advisors
39
Citadel Advisors
Florida
$5.64M +$3.66M +123,332 +175%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$5.39M -$2.96M -99,673 -35%
APC
41
Alpine Peaks Capital
New York
$5.23M -$330K -11,094 -6%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$5.06M +$5.06M +170,444 +4,735%
Legal & General Group
43
Legal & General Group
United Kingdom
$5.05M -$105K -3,529 -2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$4.75M -$430K -14,466 -8%
Invesco
45
Invesco
Georgia
$4.68M -$2.29K -77 -0%
Bank of America
46
Bank of America
North Carolina
$4.4M +$540K +18,193 +14%
Barclays
47
Barclays
United Kingdom
$4.28M +$407K +13,707 +10%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.27M +$1.02M +34,183 +30%
Jane Street
49
Jane Street
New York
$4.19M +$2.16M +72,692 +102%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$3.91M