EVTC icon

Evertec

267 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 106 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $2.31B → $2.14B (-$163M)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 106

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$4.19M
GF
52
Gabelli Funds
New York
$4.11M
AC
53
Aristides Capital
Kentucky
$4M
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$3.84M
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.8M
AIM
56
AXA Investment Managers
France
$3.45M
FMI
57
F/M Investments
District of Columbia
$3.41M
Marshall Wace
58
Marshall Wace
United Kingdom
$3.35M
Prudential Financial
59
Prudential Financial
New Jersey
$3.15M
BCC
60
Bridge City Capital
Oregon
$2.84M
DIA
61
Dana Investment Advisors
Wisconsin
$2.78M
Stifel Financial
62
Stifel Financial
Missouri
$2.73M
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.47M
Canada Life
64
Canada Life
Manitoba, Canada
$2.42M
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$2.42M
Jane Street
66
Jane Street
New York
$2.41M
Citadel Advisors
67
Citadel Advisors
Florida
$2.38M
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$2.3M
UBS Group
69
UBS Group
Switzerland
$2.23M
PCM
70
Polaris Capital Management
Massachusetts
$2.19M
WIC
71
Willis Investment Counsel
Georgia
$2.15M
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.01M
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2M
Tudor Investment Corp
74
Tudor Investment Corp
Connecticut
$1.97M
Jennison Associates
75
Jennison Associates
New York
$1.89M