We are live on ! Find out more
EVTC icon

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
AC
51
Aristides Capital
Kentucky
$3.9M +$466K +15,680 +13%
Renaissance Technologies
52
Renaissance Technologies
New York
$3.81M -$4.33M -145,888 -53%
DIA
53
Dana Investment Advisors
Wisconsin
$3.67M +$1.31M +43,952 +53%
Swiss National Bank
54
Swiss National Bank
Switzerland
$3.67M +$68.3K +2,300 +2%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$3.59M +$1.54M +51,936 +73%
Two Sigma Investments
56
Two Sigma Investments
New York
$3.56M -$1.06M -35,592 -23%
GF
57
Gabelli Funds
New York
$3.54M
Allianz Asset Management
58
Allianz Asset Management
Germany
$3.47M +$3.54M +119,199 New
Stifel Financial
59
Stifel Financial
Missouri
$3.32M +$993K +33,415 +41%
UBS Group
60
UBS Group
Switzerland
$3.1M +$1.2M +40,529 +61%
FMI
61
F/M Investments
District of Columbia
$2.86M -$78.7K -2,649 -3%
BNP Paribas Asset Management
62
BNP Paribas Asset Management
France
$2.72M +$2.76M +92,962 +18,933%
WIC
63
Willis Investment Counsel
Georgia
$2.63M +$798K +26,874 +42%
Raymond James Financial
64
Raymond James Financial
Florida
$2.53M -$1.62M -54,457 -39%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$2.49M +$1.51M +50,936 +146%
First Trust Advisors
66
First Trust Advisors
Illinois
$2.32M +$1.17M +39,456 +98%
Prudential Financial
67
Prudential Financial
New Jersey
$2.3M -$420K -14,125 -15%
LOAME
68
Lombard Odier Asset Management (Europe)
United Kingdom
$2.24M +$2.29M +77,000 New
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.2M +$477K +16,052 +27%
Corient Private Wealth
70
Corient Private Wealth
Florida
$2.13M +$1.07M +35,864 +96%
AllianceBernstein
71
AllianceBernstein
Tennessee
$2.13M
BCC
72
Bridge City Capital
Oregon
$2.1M -$353K -11,869 -14%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$1.97M +$26.2K +882 +1%
Citigroup
74
Citigroup
New York
$1.93M +$997K +33,543 +102%
PCM
75
Polaris Capital Management
Massachusetts
$1.88M