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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
Russell Investments Group
151
Russell Investments Group
United Kingdom
$412K +$163K +5,750 +65%
Truist Financial
152
Truist Financial
North Carolina
$390K +$96.5K +3,399 +33%
FGP
153
Freestone Grove Partners
California
$383K +$385K +13,556 New
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$369K +$21.7K +765 +6%
Allspring Global Investments
155
Allspring Global Investments
North Carolina
$354K +$38.7K +1,362 +12%
Lido Advisors
156
Lido Advisors
California
$350K +$92K +3,239 +35%
CFO
157
Callan Family Office
Pennsylvania
$332K +$334K +11,758 New
MAM
158
Martingale Asset Management
Massachusetts
$331K -$312 -11 -0.1%
Universal-Beteiligungs- und Servicegesellschaft
159
Universal-Beteiligungs- und Servicegesellschaft
Germany
$330K -$318K -11,192 -49%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$327K -$7.19K -253 -2%
LCM
161
Legato Capital Management
California
$322K -$758K -26,685 -70%
CC
162
Centiva Capital
New York
$310K +$312K +10,969 New
ET
163
Equitable Trust
Tennessee
$309K +$54.6K +1,922 +21%
LSV Asset Management
164
LSV Asset Management
Illinois
$308K
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$300K +$49.5K +1,744 +20%
ProShare Advisors
166
ProShare Advisors
Maryland
$283K -$71K -2,499 -20%
SLAM
167
Swiss Life Asset Management
$280K +$51.6K +1,817 +22%
Man Group
168
Man Group
United Kingdom
$277K +$279K +9,820 New
MSRPS
169
Maryland State Retirement & Pension System
Maryland
$266K
JF
170
Jump Financial
Illinois
$257K +$258K +9,100 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$237K +$239K +8,406 New
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$236K -$105K -3,709 -31%
Cerity Partners
173
Cerity Partners
New York
$235K +$237K +8,340 New
OL
174
Odyssean LLC
Connecticut
$234K +$235K +8,275 New
AI
175
Atria Investments
North Carolina
$231K +$824 +29 +0.4%