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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
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$40.4K +$19.7K +695 +94%
RFS
202
Richardson Financial Services
Massachusetts
$40.3K +$2.93K +103 +8%
VCM
203
Versant Capital Management
Arizona
$37.4K +$31.9K +1,124 +559%
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.5K +$3.61K +127 +13%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$25.5K +$8.27K +291 +47%
SL
206
Salomon & Ludwin
Virginia
$24K +$10.6K +374 +78%
FFA
207
Farther Finance Advisors
California
$19.1K +$10.5K +368 +116%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$18.5K -$2.64M -92,796 -99%
FHC
209
First Horizon Corporation
Tennessee
$18.1K
SPIA
210
Steward Partners Investment Advisory
New York
$15.2K -$1.93K -68 -11%
Pacer Advisors
211
Pacer Advisors
Pennsylvania
$15K +$5.74K +202 +59%
SAM
212
Smartleaf Asset Management
Massachusetts
$14.7K -$6.08K -214 -29%
AF
213
Allworth Financial
California
$14.5K +$8.89K +313 +156%
EP
214
Essential Partners
California
$12.4K +$10.5K +369 +535%
HI
215
Harbour Investments
Wisconsin
$12.3K +$12.1K +426 +5,325%
HCA
216
Harbor Capital Advisors
Illinois
$12K -$529K -18,636 -98%
SCM
217
Sterling Capital Management
North Carolina
$11.8K -$284 -10 -2%
AssetMark Inc
218
AssetMark Inc
California
$10.9K +$9.03K +318 +461%
NA
219
NewEdge Advisors
Louisiana
$10K +$28 +1 +0.3%
KAS
220
Kemnay Advisory Services
New York
$9.96K +$10K +353 New
UBS AM
221
UBS AM
Illinois
$9.93K +$9.74K +343 +3,811%
AAP
222
Arax Advisory Partners
Colorado
$9.31K +$7.24K +255 +190%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$7.74K -$7.81K -275 -50%
UB
224
UMB Bank
Missouri
$7.59K -$4.23K -149 -36%
KG
225
Kilter Group
New York
$7.11K +$7.16K +252 New