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Evertec
EVTC

Overview Fund Activity

252 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+7
Holders Change %
+2.86%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
82
Reduced
97
Closed
28
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$32M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.5M
3
Bank of America
Bank of America
North Carolina
$8.23M
4
CSS
Cubist Systematic Strategies
Connecticut
$3.65M
5
Jane Street
Jane Street
New York
$4.92M

Top Sellers

1
Invesco
Invesco
Georgia
$4.69M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
3
State Street
State Street
Massachusetts
$90.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$262M
5
BlackRock
BlackRock
New York
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Aquatic Capital Management
Illinois
$393K +$93.9K +2,554 +31%
KeyBank National Association
152
KeyBank National Association
Ohio
$389K +$404 +11 +0.1%
Mariner
153
Mariner
Kansas
$386K +$82.8K +2,251 +27%
BCM
154
Bayesian Capital Management
New York
$382K +$382K +10,400 New
TI
155
Trexquant Investment
Connecticut
$380K +$380K +10,331 New
SOW
156
State of Wyoming
Wyoming
$360K +$71K +1,930 +25%
MOACM
157
Mutual of America Capital Management
New York
$341K -$13.7K -373 -4%
XT
158
XTX Topco
Cayman Islands
$331K +$331K +9,009 New
ET
159
Equitable Trust
Tennessee
$326K -$37.8K -1,029 -10%
OAM
160
Oppenheimer Asset Management
New York
$325K -$28.5K -775 -8%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$319K +$46.2K +1,256 +17%
BIM
162
Bridges Investment Management
Nebraska
$314K +$4.82K +131 +2%
SPA
163
Sherbrooke Park Advisers
New York
$313K +$87.2K +2,371 +39%
I
164
InceptionR
California
$295K +$295K +8,023 New
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$270K – – –
William Blair & Company
166
William Blair & Company
Illinois
$269K -$993 -27 -0.4%
Truist Financial
167
Truist Financial
North Carolina
$266K +$14.1K +384 +6%
ECM
168
Everence Capital Management
Indiana
$263K – – –
AQR Capital Management
169
AQR Capital Management
Connecticut
$248K +$248K +6,736 New
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$247K -$264K -7,193 -52%
IFWM
171
Institute for Wealth Management
Colorado
$242K – – –
Los Angeles Capital Management
172
Los Angeles Capital Management
California
$239K +$239K +6,510 New
IA
173
IFP Advisors
Florida
$239K +$239K +6,493 New
P
174
&Partners
Tennessee
$238K +$238K +6,499 New
AIP
175
Ameritas Investment Partners
Nebraska
$237K -$11.1K -303 -4%
5 6
7
8 9