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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
Barclays
76
Barclays
United Kingdom
$1.58M -$2.59M -91,313 -62%
Creative Planning
77
Creative Planning
Kansas
$1.52M +$34.9K +1,230 +2%
ECM
78
ExodusPoint Capital Management
New York
$1.47M +$1.25M +44,160 +555%
Canada Life
79
Canada Life
Manitoba, Canada
$1.46M -$75.3K -2,650 -5%
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$1.42M +$247K +8,711 +21%
LOAME
81
Lombard Odier Asset Management (Europe)
United Kingdom
$1.41M -$767K -27,000 -35%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$1.41M +$115K +4,048 +9%
Citigroup
83
Citigroup
New York
$1.39M -$490K -17,237 -26%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$1.34M
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$1.31M -$57.9K -2,040 -4%
First Trust Advisors
86
First Trust Advisors
Illinois
$1.25M -$1.01M -35,407 -44%
JCIA
87
Jackson Creek Investment Advisors
Colorado
$1.21M -$29K -1,020 -2%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$1.21M -$35.7K -1,258 -3%
Citadel Advisors
89
Citadel Advisors
Florida
$1.19M -$4.31M -151,711 -78%
LPL Financial
90
LPL Financial
California
$1.19M +$73.8K +2,598 +7%
DC
91
Davenport & Co
Virginia
$1.15M +$160K +5,620 +16%
Raymond James Financial
92
Raymond James Financial
Florida
$1.15M -$1.31M -46,198 -53%
Connor, Clark & Lunn Investment Management (CC&L)
93
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M -$3.02M -106,180 -72%
WAM
94
Wakefield Asset Management
Colorado
$1.13M +$26.8K +942 +2%
PCM
95
Penserra Capital Management
California
$1.09M -$141K -4,970 -11%
EGM
96
Engineers Gate Manager
New York
$1.07M -$116K -4,085 -10%
Corient Private Wealth
97
Corient Private Wealth
Florida
$1.02M -$985K -34,665 -47%
MIM
98
MetLife Investment Management
New Jersey
$990K -$54.6K -1,924 -5%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$983K +$13.6K +479 +1%
TI
100
Trexquant Investment
Connecticut
$977K +$983K +34,617 New