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EVER

Everbank Financial Corp
EVER

Delisted

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

144 hedge funds and large institutions have $1.93B invested in Everbank Financial Corp in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 132144 (+12)

1% more capital invested

Capital invested by funds: $1.91B → $1.93B (+$23.8M)

Holders
144
Holders Change
+12
Holders Change %
+9.09%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
28
Increased
57
Reduced
32
Closed
14
Calls
$495K
Puts
Net Calls
+$495K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
BlackRock Group
United Kingdom
$2.55M +$487K +24,530 +23%
UOC
52
UBS O'Connor
Illinois
$2.51M +$1.39M +69,902 +117%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.44M +$131K +6,600 +6%
PPA
54
Parametric Portfolio Associates
Washington
$2.38M +$55.9K +2,815 +2%
Wells Fargo
55
Wells Fargo
California
$2.29M +$173K +8,732 +8%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.21M +$272K +13,700 +14%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.17M -$616K -31,029 -22%
Macquarie Group
58
Macquarie Group
Australia
$2.1M +$475K +23,923 +28%
NFA
59
Nationwide Fund Advisors
Ohio
$2.07M
CC
60
Chubb Corp
New Jersey
$1.73M
PIM
61
Profit Investment Management
Maryland
$1.65M -$450K -22,667 -21%
Invesco
62
Invesco
Georgia
$1.64M +$75.4K +3,800 +5%
CG
63
Colony Group
Massachusetts
$1.53M +$1.58M +79,495 New
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$1.52M +$422K +21,267 +37%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$1.44M +$1.48M +74,400 New
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$1.43M +$1.47M +74,000 New
TRSOTSOK
67
Teachers Retirement System of the State of Kentucky
Kentucky
$1.41M
AIA
68
Avalon Investment & Advisory
Texas
$1.36M +$385K +19,384 +38%
PP
69
PDT Partners
New York
$1.36M +$1.39M +70,258 New
Stifel Financial
70
Stifel Financial
Missouri
$1.35M -$7.05K -355 -0.5%
BCM
71
Buckhead Capital Management
Georgia
$1.34M -$20K -1,009 -1%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$1.3M
CS
73
Credit Suisse
Switzerland
$1.24M -$1.89M -95,150 -60%
RJA
74
Raymond James & Associates
Florida
$1.2M -$82.5K -4,154 -6%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.2M +$655 +33 +0.1%

EVER Hedge Fund Activity: Q3 2015 in Review

144 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q3 2015, worth a combined $1.93B — up 1.2% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EVER positions and 14 closed out — a net gain of 14 holders — while 57 added to existing stakes and 32 trimmed.

The largest buyer was New Mountain Vantage Advisers, opening a new position worth an estimated $116M. The largest seller was Bank of New York Mellon, cutting an estimated $14.1M.

  • 144 institutional investors held Everbank Financial Corp (EVER) as of Q3 2015, up from 132 in Q2 2015.
  • Funds reported $1.93B of Everbank Financial Corp stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 28 funds opened new Everbank Financial Corp positions in Q3 2015 and 14 closed out, a net change of +14 holders.
  • The largest Everbank Financial Corp buyer in Q3 2015 was New Mountain Vantage Advisers, an estimated $116M added.
  • The largest Everbank Financial Corp seller in Q3 2015 was Bank of New York Mellon, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2015.