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Evertec

267 hedge funds and large institutions have $1.79B invested in Evertec in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 99 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 99

1% less funds holding

Funds holding: 270267 (-3)

3.09% less ownership

Funds ownership: 99.23%96.15% (-3.1%)

17% less capital invested

Capital invested by funds: $2.14B → $1.79B (-$355M)

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
95
Reduced
99
Closed
38
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M +$9.54K +321 +0%
BlackRock
2
BlackRock
New York
$270M +$2.14M +71,961 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$207M -$1.75M -58,884 -0.8%
American Century Companies
4
American Century Companies
Missouri
$152M +$9.88M +332,570 +7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$83.5M -$14.8M -498,271 -15%
State Street
6
State Street
Massachusetts
$70.7M -$710K -23,912 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.8M +$1.83M +61,591 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$44.9M +$31.7K +1,068 +0.1%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$34M -$296K -9,978 -0.8%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$32.3M -$1.54M -51,847 -4%
RRAM
11
River Road Asset Management
Kentucky
$28.5M -$24.8M -836,359 -46%
Millennium Management
12
Millennium Management
New York
$24.7M +$4.82M +162,307 +24%
NSAM
13
North Star Asset Management
Wisconsin
$23.5M +$115K +3,858 +0.5%
Northern Trust
14
Northern Trust
Illinois
$20.9M -$1.57M -52,821 -7%
Charles Schwab
15
Charles Schwab
California
$20.6M +$1.58M +53,323 +8%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$20.2M +$7.6M +255,920 +58%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$19M +$234K +7,886 +1%
Ameriprise
18
Ameriprise
Minnesota
$17.5M -$7.41M -249,460 -29%
Morgan Stanley
19
Morgan Stanley
New York
$15.7M +$1.57M +52,793 +11%
CCMG
20
Clark Capital Management Group
Pennsylvania
$15.3M +$4.83M +162,512 +45%
Boston Partners
21
Boston Partners
Massachusetts
$14.5M -$900K -30,278 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$13.5M -$972K -32,702 -7%
Wells Fargo
23
Wells Fargo
California
$13.1M -$1.38M -46,297 -9%
CCP
24
Clifford Capital Partners
Utah
$12.6M -$67.7K -2,280 -0.5%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$11.5M +$1.67M +56,224 +17%