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Evertec

261 hedge funds and large institutions have $1.75B invested in Evertec in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 81

4.36% more ownership

Funds ownership: 96.15%100.51% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.79B → $1.75B (-$38.4M)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 267261 (-6)

Holders
261
Holders Change
-6
Holders Change %
-2.25%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
109
Reduced
81
Closed
39
Calls
$2.16M
Puts
Net Calls
+$2.16M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
176
Gallacher Capital Management
Colorado
$228K +$230K +8,090 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$228K +$186K +6,560 +436%
CAG
178
Crestwood Advisors Group
Massachusetts
$227K
JFG
179
Jefferies Financial Group
New York
$218K +$219K +7,713 New
PS
180
Principal Securities
Iowa
$215K -$4.8K -169 -2%
GCM
181
Graham Capital Management
Connecticut
$213K +$7.19K +253 +3%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$207K
MOACM
183
Mutual of America Capital Management
New York
$207K +$256 +9 +0.1%
IA
184
IFP Advisors
Florida
$202K -$21K -739 -9%
Ensign Peak Advisors
185
Ensign Peak Advisors
Utah
$154K
AIP
186
Ameritas Investment Partners
Nebraska
$152K
TRCT
187
Tower Research Capital (TRC)
New York
$135K -$23.7K -836 -15%
SOW
188
State of Wyoming
Wyoming
$134K +$9.94K +350 +8%
EWA
189
EverSource Wealth Advisors
Alabama
$121K +$14.9K +524 +14%
TPCW
190
TD Private Client Wealth
New York
$86K +$21.7K +763 +33%
NAAA
191
New Age Alpha Advisors
New York
$80.4K -$2.16K -76 -3%
KBC Group
192
KBC Group
Belgium
$65K
HNB
193
Huntington National Bank
Ohio
$62.9K +$312 +11 +0.5%
Bessemer Group
194
Bessemer Group
New Jersey
$57K +$51.6K +1,817 +961%
BTI
195
Blue Trust Inc
Georgia
$56.6K +$29.8K +1,049 +109%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$53.1K +$1.33K +47 +3%
Simplex Trading
197
Simplex Trading
Illinois
$51.1K +$50.6K +1,780 +5,933%
ASN
198
Advisory Services Network
Georgia
$45.8K +$46.1K +1,623 New
Osaic Holdings
199
Osaic Holdings
Arizona
$42.7K +$27.4K +964 +176%
HFS
200
Hantz Financial Services
Michigan
$42K +$11.4K +403 +38%