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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
Creative Planning
76
Creative Planning
Kansas
$1.8M
Deutsche Bank
77
Deutsche Bank
Germany
$1.72M
CSS
78
Cubist Systematic Strategies
Connecticut
$1.71M
GLA
79
Great Lakes Advisors
Illinois
$1.69M
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$1.66M
PCM
81
Penserra Capital Management
California
$1.64M
JCIA
82
Jackson Creek Investment Advisors
Colorado
$1.57M
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.56M
NAAA
84
New Age Alpha Advisors
New York
$1.5M
AQR Capital Management
85
AQR Capital Management
Connecticut
$1.5M
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$1.44M
HSA
87
Hussman Strategic Advisors
Maryland
$1.42M
QEI
88
QSV Equity Investors
Illinois
$1.41M
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$1.37M
First Trust Advisors
90
First Trust Advisors
Illinois
$1.36M
MUAMU
91
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.35M
DC
92
Davenport & Co
Virginia
$1.34M
MIM
93
MetLife Investment Management
New Jersey
$1.3M
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.26M
Lazard Asset Management
95
Lazard Asset Management
New York
$1.23M
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$1.2M
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$1.17M
SOADOR
98
State of Alaska Department of Revenue
Alaska
$1.17M
LPL Financial
99
LPL Financial
California
$1.17M
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.17M