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Evertec

268 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 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 (-$162M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

Holders
268
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
BTI
201
Blue Trust Inc
Georgia
$69.2K
ECM
202
EMC Capital Management
Texas
$65K
SAM
203
Smartleaf Asset Management
Massachusetts
$61.8K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$61.4K
VI
205
Vestcor Inc
New Brunswick, Canada
$59K
ASN
206
Advisory Services Network
Georgia
$58.7K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$54K
BBHC
208
Brown Brothers Harriman & Co
New York
$51.8K
PE
209
Point72 Europe
United Kingdom
$50.6K
SAM
210
Shell Asset Management
Netherlands
$37K
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$36.6K
TPCW
212
TD Private Client Wealth
New York
$35.3K
AAP
213
Arax Advisory Partners
Colorado
$32.6K
Ohio Public Employees Retirement System (OPERS)
214
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.5K
GRP
215
Global Retirement Partners
California
$32.5K
RFS
216
Richardson Financial Services
Massachusetts
$25.8K
GI
217
GAMMA Investing
California
$21.2K
SL
218
Salomon & Ludwin
Virginia
$20.7K
SPIA
219
Steward Partners Investment Advisory
New York
$20.5K
FHC
220
First Horizon Corporation
Tennessee
$18.1K
UB
221
UMB Bank
Missouri
$17.9K
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$17K
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$16.6K
Jones Financial Companies
224
Jones Financial Companies
Missouri
$16.1K
CA
225
Clearstead Advisors
Ohio
$14.2K