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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
Principal Financial Group
26
Principal Financial Group
Iowa
$12.1M +$1.72M +60,403 +16%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$11.4M +$1.41M +49,599 +14%
Wells Fargo
28
Wells Fargo
California
$10.8M -$1.87M -65,996 -15%
PAM
29
Panagora Asset Management
Massachusetts
$9.82M +$3.16M +111,287 +47%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$9.62M +$10M +352,579 +296,285%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$9.49M -$1.71M -60,324 -15%
Goldman Sachs
32
Goldman Sachs
New York
$9.38M +$3.29M +115,773 +53%
Allianz Asset Management
33
Allianz Asset Management
Germany
$8.99M +$5.67M +199,509 +167%
Bank of America
34
Bank of America
North Carolina
$8.74M +$4.5M +158,370 +105%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.52M +$2.31M +81,279 +44%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$7.35M -$717K -25,236 -9%
PCM
37
Palisade Capital Management
New Jersey
$7.08M -$401K -14,108 -5%
HA
38
Heartland Advisors
Wisconsin
$7.05M +$355K +12,500 +5%
UBS Group
39
UBS Group
Switzerland
$6.75M +$3.76M +132,512 +124%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.56M -$2.61M -92,036 -28%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.46M +$213K +7,485 +3%
N
42
Nuveen
North Carolina
$6.19M -$1.27M -44,816 -17%
NC
43
Nicholas Company
Wisconsin
$6.07M -$30K -1,055 -0.5%
CI
44
CX Institutional
Indiana
$5.92M +$5.96M +209,864 New
SBCM
45
Schwerin Boyle Capital Management
Massachusetts
$5.5M -$648K -22,823 -10%
APC
46
Alpine Peaks Capital
New York
$5.31M +$241K +8,500 +5%
AC
47
Aristides Capital
Kentucky
$5.25M +$1.48M +51,944 +39%
Invesco
48
Invesco
Georgia
$5.03M +$500K +17,595 +11%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$4.7M +$92.8K +3,267 +2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$4.56M +$3.62M +127,432 +373%