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Evertec

269 hedge funds and large institutions have $2.14B invested in Evertec in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 39 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 (-$161M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
269
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
HNB
201
Huntington National Bank
Ohio
$75.9K
BTI
202
Blue Trust Inc
Georgia
$69.2K
ECM
203
EMC Capital Management
Texas
$65K
SAM
204
Smartleaf Asset Management
Massachusetts
$61.8K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$61.4K
VI
206
Vestcor Inc
New Brunswick, Canada
$59K
ASN
207
Advisory Services Network
Georgia
$58.7K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$54K
BBHC
209
Brown Brothers Harriman & Co
New York
$51.8K
PE
210
Point72 Europe
United Kingdom
$50.6K
SAM
211
Shell Asset Management
Netherlands
$37K
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$36.6K
TPCW
213
TD Private Client Wealth
New York
$35.3K
AAP
214
Arax Advisory Partners
Colorado
$32.6K
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.5K
GRP
216
Global Retirement Partners
California
$32.5K
RFS
217
Richardson Financial Services
Massachusetts
$25.8K
GI
218
GAMMA Investing
California
$21.2K
SL
219
Salomon & Ludwin
Virginia
$20.7K
SPIA
220
Steward Partners Investment Advisory
New York
$20.5K
FHC
221
First Horizon Corporation
Tennessee
$18.1K
UB
222
UMB Bank
Missouri
$17.9K
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$17K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$16.6K
Jones Financial Companies
225
Jones Financial Companies
Missouri
$16.1K