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EVER

Everbank Financial Corp
EVER

Delisted

EVER was delisted on the 8th of June, 2017.

114 hedge funds and large institutions have $1.69B invested in Everbank Financial Corp in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

31% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $4.04M

26% more capital invested

Capital invested by funds: $1.35B → $1.69B (+$344M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

3% more funds holding

Funds holding: 111114 (+3)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
20
Increased
34
Reduced
43
Closed
17
Calls
$5.29M
Puts
$4.04M
Net Calls
+$1.25M
Net Calls Change
+$800K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$8.8M -$1.02M -63,381 -12%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$8.29M -$1.21M -75,500 -14%
Bank of America
28
Bank of America
North Carolina
$7.76M +$48K +2,991 +0.7%
TCIM
29
TIAA CREF Investment Management
New York
$6.78M -$246K -15,356 -4%
William Blair & Company
30
William Blair & Company
Illinois
$5.65M -$221K -13,772 -4%
PIM
31
Profit Investment Management
Maryland
$5.4M +$940K +58,575 +25%
PI
32
Putnam Investments
Massachusetts
$5.38M -$6.42K -400 -0.1%
TIAAOA
33
Teachers Insurance & Annuity Association of America
New York
$5.18M +$16 +1 +0%
BIM
34
BlackRock Investment Management
Delaware
$4.98M -$147K -9,174 -3%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$4.71M
HAI
36
Hennessy Advisors Inc
California
$4.31M +$80.3K +5,000 +2%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$4.26M +$3.73M +232,480 New
EMFAT
38
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.23M +$1M +62,449 +36%
CDH
39
Charles D. Hyman
$4.16M
Charles Schwab
40
Charles Schwab
California
$3.9M +$244K +15,219 +8%
Wells Fargo
41
Wells Fargo
California
$3.19M -$355K -22,113 -11%
NFA
42
Nationwide Fund Advisors
Ohio
$3.12M +$80.1K +4,993 +3%
BCM
43
Bridgeway Capital Management
Texas
$3.1M -$28.9K -1,800 -1%
MSA
44
Mason Street Advisors
Wisconsin
$3.09M +$534K +33,250 +25%
AllianceBernstein
45
AllianceBernstein
Tennessee
$2.79M +$77K +4,800 +3%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.67M +$14.4K +900 +0.6%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.57M -$1.31M -81,893 -37%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.54M -$56.2K -3,500 -2%
BCM
49
Buckhead Capital Management
Georgia
$2.38M -$89.6K -5,585 -4%
Barclays
50
Barclays
United Kingdom
$2.27M +$969K +60,351 +92%

EVER Hedge Fund Activity: Q4 2013 in Review

114 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q4 2013, worth a combined $1.69B — up 26% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EVER positions and 17 closed out — a net gain of 3 holders — while 34 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $12.8M sold.

  • 114 institutional investors held Everbank Financial Corp (EVER) as of Q4 2013, up from 111 in Q3 2013.
  • Funds reported $1.69B of Everbank Financial Corp stock for Q4 2013, up 26% quarter-over-quarter.
  • 20 funds opened new Everbank Financial Corp positions in Q4 2013 and 17 closed out, a net change of +3 holders.
  • The largest Everbank Financial Corp buyer in Q4 2013 was Fidelity Investments, an estimated $29.3M added.
  • The largest Everbank Financial Corp seller in Q4 2013 was Lord, Abbett & Co, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2013.