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Evertec

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
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
176
Paragon Private Wealth Management
Kentucky
$236K -$71.1K -1,934 -23%
ECM
177
EMC Capital Management
Texas
$224K
BA
178
Bridgewater Associates
Connecticut
$223K -$14.6K -396 -6%
JFG
179
Jefferies Financial Group
New York
$211K +$211K +5,741 New
WA
180
Wealth Alliance
New York
$209K +$209K +5,672 New
BC
181
Bridgefront Capital
Texas
$207K -$12.9K -352 -6%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$197K -$176K -4,784 -47%
SAM
183
Shell Asset Management
Netherlands
$123K -$5.26K -143 -4%
KBC Group
184
KBC Group
Belgium
$117K
GC
185
Globeflex Capital
California
$115K
ACM
186
Aster Capital Management
United Arab Emirates
$93.6K +$93.6K +2,506 New
HNB
187
Huntington National Bank
Ohio
$85.2K +$1.14K +31 +1%
HFM
188
Harvest Fund Management
China
$80K +$80K +2,189 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$80K -$3.82K -104 -5%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$75K -$6.27K -171 -8%
TPCW
191
TD Private Client Wealth
New York
$68.2K +$11K +300 +19%
JFGIW
192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64.9K +$3.68K +100 +6%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$62.5K +$19.3K +525 +45%
CCM
194
Coldstream Capital Management
Washington
$59.8K +$59.8K +1,627 New
TRCT
195
Tower Research Capital (TRC)
New York
$57.2K -$106K -2,896 -65%
BTI
196
Blue Trust Inc
Georgia
$56K +$15.8K +429 +39%
HIA
197
Harbor Investment Advisory
Maryland
$53.9K
SAM
198
Smartleaf Asset Management
Massachusetts
$39.1K -$4.65K -127 -11%
PS
199
Principal Securities
Iowa
$37.2K
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.1K +$4.08K +111 +12%