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Evertec

267 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 106 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $2.31B → $2.14B (-$163M)

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 106

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
201
EMC Capital Management
Texas
$65K
SAM
202
Smartleaf Asset Management
Massachusetts
$61.8K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$61.4K
VI
204
Vestcor Inc
New Brunswick, Canada
$59K
ASN
205
Advisory Services Network
Georgia
$58.7K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$54K
BBHC
207
Brown Brothers Harriman & Co
New York
$51.8K
PE
208
Point72 Europe
United Kingdom
$50.6K
SAM
209
Shell Asset Management
Netherlands
$37K
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$36.6K
TPCW
211
TD Private Client Wealth
New York
$35.3K
AAP
212
Arax Advisory Partners
Colorado
$32.6K
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.5K
GRP
214
Global Retirement Partners
California
$32.5K
RFS
215
Richardson Financial Services
Massachusetts
$25.8K
GI
216
GAMMA Investing
California
$21.2K
SL
217
Salomon & Ludwin
Virginia
$20.7K
SPIA
218
Steward Partners Investment Advisory
New York
$20.5K
FHC
219
First Horizon Corporation
Tennessee
$18.1K
UB
220
UMB Bank
Missouri
$17.9K
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$17K
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$16.6K
Jones Financial Companies
223
Jones Financial Companies
Missouri
$16.1K
CA
224
Clearstead Advisors
Ohio
$14.2K
KB
225
Kimelman & Baird
New York
$13.5K