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Evertec

252 hedge funds and large institutions have $2.34B invested in Evertec in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+7
Holders Change %
+2.86%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
82
Reduced
97
Closed
28
Calls
$412K
Puts
$92K
Net Calls
+$320K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$31.3K +$1.95K +53 +7%
Osaic Holdings
202
Osaic Holdings
Arizona
$28.5K -$87.6K -2,383 -75%
OWA
203
Opal Wealth Advisors
New York
$23.9K +$23.9K +649 New
JSAM
204
J. Safra Asset Management
New York
$22.2K +$5.33K +145 +32%
FHA
205
First Horizon Advisors
Tennessee
$20K
Jones Financial Companies
206
Jones Financial Companies
Missouri
$19K +$1.17K +32 +7%
US Bancorp
207
US Bancorp
Minnesota
$17.7K
UB
208
UMB Bank
Missouri
$16.4K +$7.54K +205 +85%
KB
209
Kimelman & Baird
New York
$14.7K
GI
210
GAMMA Investing
California
$14.5K +$3.57K +97 +33%
AAM
211
Advisors Asset Management
Colorado
$14.1K +$74 +2 +0.5%
NEWAS
212
N.E.W. Advisory Services
Wisconsin
$13.4K +$13.4K +365 New
RFS
213
Richardson Financial Services
Massachusetts
$12.1K -$74 -2 -0.6%
BIG
214
Brooklyn Investment Group
New York
$10.1K +$10.1K +275 New
PFBT
215
Parkside Financial Bank & Trust
Missouri
$8.61K +$956 +26 +13%
YDMI
216
Y.D. More Investments
Israel
$7.21K -$1.13K -30 -14%
AF
217
Allworth Financial
California
$7.05K -$3.26K -98 -32%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$5.84K +$5.68K +178 +3,560%
SC
219
Solstein Capital
California
$5.81K
T
220
Transce3nd
Texas
$5.55K
Bessemer Group
221
Bessemer Group
New Jersey
$5K +$38 +1 +0.8%
CFB
222
Cullen/Frost Bankers
Texas
$4.94K +$958 +26 +24%
AAP
223
Arax Advisory Partners
Colorado
$4.78K +$1.29K +35 +37%
RIL
224
Rothschild Investment LLC
Illinois
$4.6K +$1.66K +45 +56%
QCG
225
Quadrant Capital Group
Ohio
$4.19K -$23K -626 -85%