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Evertec

266 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, 99 reducing their positions, and 24 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 ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $2.34B → $2.31B (-$31M)

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

Holders
266
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
$324K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$70.6K
ECM
202
EMC Capital Management
Texas
$70K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$64K
VI
204
Vestcor Inc
New Brunswick, Canada
$63K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$53.3K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$48.8K
PS
207
Principal Securities
Iowa
$48.8K
SAM
208
Smartleaf Asset Management
Massachusetts
$45.9K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$37.2K
Ohio Public Employees Retirement System (OPERS)
210
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K
HIA
211
Harbor Investment Advisory
Maryland
$34.7K
OWA
212
Opal Wealth Advisors
New York
$31.8K
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$30.1K
UFF
214
USA Financial Formulas
Michigan
$25.8K
GRP
215
Global Retirement Partners
California
$23.6K
GI
216
GAMMA Investing
California
$21.6K
FHA
217
First Horizon Advisors
Tennessee
$19.6K
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$18K
JSAM
219
J. Safra Asset Management
New York
$15.3K
UB
220
UMB Bank
Missouri
$15.2K
KB
221
Kimelman & Baird
New York
$14.4K
US Bancorp
222
US Bancorp
Minnesota
$14.1K
MPW
223
MASECO Private Wealth
$13.8K
NEWAS
224
N.E.W. Advisory Services
Wisconsin
$13.2K
HFM
225
Harvest Fund Management
China
$13K