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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
CAG
176
Crestwood Advisors Group
Massachusetts
$272K
Russell Investments Group
177
Russell Investments Group
United Kingdom
$267K
SG Americas Securities
178
SG Americas Securities
New York
$264K
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$249K
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$248K
P
181
&Partners
Tennessee
$242K
MOACM
182
Mutual of America Capital Management
New York
$242K
ECM
183
Everence Capital Management
Indiana
$241K
Truist Financial
184
Truist Financial
North Carolina
$237K
CBU
185
CIBC Bancorp USA
Illinois
$232K
DT
186
Diversified Trust
Tennessee
$221K
WA
187
Wealth Alliance
New York
$217K
CIM
188
Contravisory Investment Management
Massachusetts
$216K
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
$214K
PD
190
Point72 (DIFC)
United Arab Emirates
$194K
AIP
191
Ameritas Investment Partners
Nebraska
$182K
Point72 Asset Management
192
Point72 Asset Management
Connecticut
$122K
EWA
193
EverSource Wealth Advisors
Alabama
$109K
PAS
194
Point72 Asia (Singapore)
Singapore
$97.8K
TRCT
195
Tower Research Capital (TRC)
New York
$86.4K
QT
196
Quantbot Technologies
New York
$78.6K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$78.3K
PS
198
Principal Securities
Iowa
$76.7K
HNB
199
Huntington National Bank
Ohio
$75.9K
BTI
200
Blue Trust Inc
Georgia
$69.2K