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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
ProShare Advisors
151
ProShare Advisors
Maryland
$364K +$11.6K +391 +3%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$358K +$12.9K +433 +4%
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$351K +$359K +12,089 New
VOYA Investment Management
154
VOYA Investment Management
Georgia
$345K -$3.3K -111 -0.9%
MAM
155
Martingale Asset Management
Massachusetts
$341K
Allspring Global Investments
156
Allspring Global Investments
North Carolina
$326K +$26.9K +904 +9%
JA
157
JLB & Associates
Michigan
$318K -$88.4K -2,974 -21%
LSV Asset Management
158
LSV Asset Management
Illinois
$317K
Truist Financial
159
Truist Financial
North Carolina
$303K +$101K +3,394 +48%
Lido Advisors
160
Lido Advisors
California
$299K +$12.3K +413 +5%
Mariner
161
Mariner
Kansas
$298K +$45.5K +1,532 +18%
MSRPS
162
Maryland State Retirement & Pension System
Maryland
$274K +$4.4K +148 +2%
PA
163
PharVision Advisers
Florida
$264K +$270K +9,083 New
ET
164
Equitable Trust
Tennessee
$262K -$3.95K -133 -1%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$258K
Russell Investments Group
166
Russell Investments Group
United Kingdom
$258K +$28.7K +965 +12%
AI
167
Atria Investments
North Carolina
$237K -$146K -4,922 -38%
SLAM
168
Swiss Life Asset Management
$236K +$241K +8,113 New
CAG
169
Crestwood Advisors Group
Massachusetts
$234K
ECM
170
ExodusPoint Capital Management
New York
$231K +$236K +7,955 New
QCM
171
Quantinno Capital Management
New York
$231K +$236K +7,954 New
IA
172
IFP Advisors
Florida
$230K -$9.33K -314 -4%
DT
173
Diversified Trust
Tennessee
$229K +$38.9K +1,310 +20%
PS
174
Principal Securities
Iowa
$226K +$164K +5,512 +243%
SSA
175
Schonfeld Strategic Advisors
New York
$225K -$9.57K -322 -4%