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EVER

Everbank Financial Corp
EVER

Delisted

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

128 hedge funds and large institutions have $1.87B invested in Everbank Financial Corp in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$119M)

3% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.72M

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 129128 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
16
Increased
47
Reduced
46
Closed
17
Calls
$1.76M
Puts
$1.72M
Net Calls
+$44K
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$9.68M +$214K +11,123 +2%
UBS AM
27
UBS AM
Illinois
$8.59M -$656K -34,059 -7%
HW
28
Hancock Whitney
Mississippi
$8.57M +$8.19M +425,042 New
KCM
29
Kennedy Capital Management
Missouri
$8.49M +$8.11M +421,013 New
Bank of America
30
Bank of America
North Carolina
$6.53M -$212K -11,031 -3%
N
31
Nuveen
North Carolina
$6.31M -$2.86M -148,606 -32%
William Blair & Company
32
William Blair & Company
Illinois
$5.97M -$15.4K -800 -0.3%
TIAAOA
33
Teachers Insurance & Annuity Association of America
New York
$5.7M
BIM
34
BlackRock Investment Management
Delaware
$5.68M +$157K +8,157 +3%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.11M -$496K -25,759 -9%
Charles Schwab
36
Charles Schwab
California
$4.99M +$424K +22,029 +10%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$4.74M -$422K -21,928 -9%
TC
38
TFS Capital
Pennsylvania
$4.09M +$2.51M +130,452 +180%
TG
39
TCW Group
California
$3.8M +$644K +33,433 +22%
BCM
40
Bridgeway Capital Management
Texas
$3.45M +$36.6K +1,900 +1%
MSA
41
Mason Street Advisors
Wisconsin
$3.39M
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.35M +$387K +20,100 +14%
SI
43
Scout Investments
Missouri
$3.32M +$352K +18,250 +12%
PIM
44
Profit Investment Management
Maryland
$3.16M -$2.66M -137,861 -47%
3NC
45
300 North Capital
California
$3.1M +$1.39M +72,070 +88%
AllianceBernstein
46
AllianceBernstein
Tennessee
$3.06M
PPA
47
Parametric Portfolio Associates
Washington
$3.01M -$578K -29,994 -17%
MAM
48
Martingale Asset Management
Massachusetts
$2.98M +$1.48M +76,809 +108%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.83M +$137K +7,100 +5%
CS
50
Credit Suisse
Switzerland
$2.79M +$865K +44,923 +48%

EVER Hedge Fund Activity: Q2 2014 in Review

128 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q2 2014, worth a combined $1.87B — up 6.8% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EVER and 16 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 47 added.

The largest buyer was St. Denis J. Villere & Co, opening a new position worth an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $51.1M.

  • 128 institutional investors held Everbank Financial Corp (EVER) as of Q2 2014, down from 129 in Q1 2014.
  • Funds reported $1.87B of Everbank Financial Corp stock for Q2 2014, up 6.8% quarter-over-quarter.
  • 16 funds opened new Everbank Financial Corp positions in Q2 2014 and 17 closed out, a net change of -1 holder.
  • The largest Everbank Financial Corp buyer in Q2 2014 was St. Denis J. Villere & Co, an estimated $107M added.
  • The largest Everbank Financial Corp seller in Q2 2014 was Fidelity Investments, an estimated $51.1M sold.

Based on aggregated 13F filings for Q2 2014.