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Evertec
EVTC

Overview Fund Activity

263 hedge funds and large institutions have $2.3B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 97 reducing their positions, and 24 closing their positions.

Holders
263
Holders Change
+11
Holders Change %
+4.37%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
92
Reduced
97
Closed
24
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$4K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$13M
2
GC
2
Globeflex Capital
California
$10.4M
3
UBS AM
3
UBS AM
Illinois
$9.25M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.5M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$4.56M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$755K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$483K
3
ICM
3
Invenomic Capital Management
Massachusetts
$4.16M
4
Victory Capital Management
4
Victory Capital Management
Texas
$64.8M
5
DDC
5
DF Dent & Co
Maryland
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$294K 8,034 +1,541 +24%
CAG
177
Crestwood Advisors Group
Massachusetts
$290K 8,044 +8,044 New
CWM
178
CIBC World Markets
New York
$286K 7,931 -6,203 -44%
PTC
179
Petrus Trust Company
Texas
$285K 7,900 +7,900 New
TRCT
180
Tower Research Capital (TRC)
New York
$267K 7,415 +5,860 +377%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$264K 7,337 – –
P
182
&Partners
Tennessee
$262K 7,281 +782 +12%
ECM
183
Everence Capital Management
Indiana
$257K 7,140 – –
Truist Financial
184
Truist Financial
North Carolina
$253K 7,019 -214 -3%
WA
185
Wealth Alliance
New York
$239K 6,623 +951 +17%
GCM
186
Gallacher Capital Management
Colorado
$239K 6,621 +6,621 New
IFWM
187
Institute for Wealth Management
Colorado
$237K 6,576 – –
CIM
188
Contravisory Investment Management
Massachusetts
$235K 6,509 +6,509 New
AIP
189
Ameritas Investment Partners
Nebraska
$232K 6,444 – –
MML Investors Services
190
MML Investors Services
Massachusetts
$224K 6,215 +6,215 New
OAM
191
Oppenheimer Asset Management
New York
$216K 6,002 -2,825 -32%
SPA
192
Sherbrooke Park Advisers
New York
$215K 5,973 -2,529 -30%
QCM
193
Quantinno Capital Management
New York
$208K 5,773 +5,773 New
SAM
194
Shell Asset Management
Netherlands
$109K 3,015 -329 -10%
KBC Group
195
KBC Group
Belgium
$83K 2,300 -888 -28%
HNB
196
Huntington National Bank
Ohio
$80.8K 2,241 -76 -3%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$80.5K 2,234 +59 +3%
TPCW
198
TD Private Client Wealth
New York
$77.1K 2,139 +284 +15%
EWA
199
EverSource Wealth Advisors
Alabama
$72K 1,996 +1,926 +2,751%
BTI
200
Blue Trust Inc
Georgia
$70.6K 1,958 +436 +29%
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