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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
CAU
176
Caxton Associates (UK)
$220K +$225K +7,579 New
RS
177
R Squared
Hong Kong
$214K +$219K +7,372 New
Franklin Resources
178
Franklin Resources
California
$213K -$528K -17,782 -71%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$213K
MFS
180
Mirabella Financial Services
United Kingdom
$213K +$217K +7,317 New
MOACM
181
Mutual of America Capital Management
New York
$213K +$4.34K +146 +2%
GCM
182
Graham Capital Management
Connecticut
$213K -$304K -10,234 -58%
ECM
183
Everence Capital Management
Indiana
$208K
AIM
184
Aigen Investment Management
New York
$206K -$45.2K -1,521 -18%
Two Sigma Advisers
185
Two Sigma Advisers
New York
$200K -$624K -21,020 -75%
TRCT
186
Tower Research Capital (TRC)
New York
$163K +$90.8K +3,056 +119%
Ensign Peak Advisors
187
Ensign Peak Advisors
Utah
$159K -$395K -13,300 -71%
AIP
188
Ameritas Investment Partners
Nebraska
$156K
SOW
189
State of Wyoming
Wyoming
$128K -$179K -6,031 -58%
EWA
190
EverSource Wealth Advisors
Alabama
$110K +$16.7K +562 +17%
NAAA
191
New Age Alpha Advisors
New York
$85.1K -$1.23M -41,566 -93%
KBC Group
192
KBC Group
Belgium
$67K
TPCW
193
TD Private Client Wealth
New York
$66.5K +$36.9K +1,241 +119%
HNB
194
Huntington National Bank
Ohio
$64.5K -$862 -29 -1%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$53.4K +$446 +15 +0.8%
VI
196
Vestcor Inc
New Brunswick, Canada
$51K
ECM
197
EMC Capital Management
Texas
$48K -$8.64K -291 -15%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$44K -$2.56K -86 -5%
GRP
199
Global Retirement Partners
California
$42.8K +$15.2K +510 +53%
RFS
200
Richardson Financial Services
Massachusetts
$38.5K +$16.7K +562 +74%