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Evertec
EVTC

Overview Fund Activity

265 hedge funds and large institutions have $2.31B invested in Evertec in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 98 reducing their positions, and 24 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
93
Reduced
98
Closed
24
Calls
$324K
Puts
–
Net Calls
+$324K
Net Calls Change
+$4K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$13M
2
GC
2
Globeflex Capital
California
$10.4M
3
UBS AM
3
UBS AM
Illinois
$9.25M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.5M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$4.56M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$755K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$483K
3
ICM
3
Invenomic Capital Management
Massachusetts
$4.16M
4
Victory Capital Management
4
Victory Capital Management
Texas
$64.8M
5
DDC
5
DF Dent & Co
Maryland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
201
EMC Capital Management
Texas
$70K -$150K -4,164 -68%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$64K -$10.2K -282 -14%
VI
203
Vestcor Inc
New Brunswick, Canada
$63K +$63K +1,759 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$53.3K -$7.97K -221 -13%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$48.8K +$40.4K +1,121 +479%
PS
206
Principal Securities
Iowa
$48.8K +$9.95K +276 +26%
SAM
207
Smartleaf Asset Management
Massachusetts
$45.9K +$7.65K +213 +20%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$37.2K +$18.6K +517 +100%
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K -$1.33K -37 -4%
HIA
210
Harbor Investment Advisory
Maryland
$34.7K -$18.2K -504 -34%
OWA
211
Opal Wealth Advisors
New York
$31.8K +$8.4K +233 +36%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$30.1K -$613 -17 -2%
UFF
213
USA Financial Formulas
Michigan
$25.8K +$25.8K +715 New
GRP
214
Global Retirement Partners
California
$23.6K +$23.6K +654 New
GI
215
GAMMA Investing
California
$21.6K +$7.35K +204 +52%
FHA
216
First Horizon Advisors
Tennessee
$19.6K – – –
BNP Paribas Asset Management
217
BNP Paribas Asset Management
France
$18K +$18K +511 New
JSAM
218
J. Safra Asset Management
New York
$15.3K -$6.43K -179 -30%
UB
219
UMB Bank
Missouri
$15.2K -$865 -24 -5%
KB
220
Kimelman & Baird
New York
$14.4K – – –
US Bancorp
221
US Bancorp
Minnesota
$14.1K -$3.32K -92 -19%
MPW
222
MASECO Private Wealth
$13.8K +$13.8K +384 New
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$13.2K – – –
HFM
224
Harvest Fund Management
China
$13K -$67.4K -1,835 -84%
AAM
225
Advisors Asset Management
Colorado
$12.6K -$1.23K -34 -9%
7 8
9
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