Everbank Financial Corp
EVER
EVER was delisted on the 8th of June, 2017.
124 hedge funds and large institutions have $1.77B invested in Everbank Financial Corp in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 17 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 39
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more capital invested
Capital invested by funds: $1.63B → $1.77B (+$136M)
7% less funds holding
Funds holding: 133 → 124 (-9)
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
75% less call options, than puts
Call options by funds: $121K | Put options by funds: $478K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$29.3M |
| 2 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$8.37M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.11M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.23M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.4M |
| 2 |
SBK
Steven B. Klinsky
|
-$12M |
| 3 |
SCM
Stevens Capital Management
Radnor,
Pennsylvania
|
-$5.45M |
| 4 |
Bank of New York Mellon
New York
|
-$3.28M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.97M |
EVER Hedge Fund Activity: Q4 2014 in Review
124 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q4 2014, worth a combined $1.77B — up 8.4% from $1.63B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EVER and 10 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 49 added.
The largest buyer was Franklin Resources, opening a new position worth an estimated $29.3M. The largest seller was Wellington Management Group, cutting an estimated $30.4M.
- 124 institutional investors held Everbank Financial Corp (EVER) as of Q4 2014, down from 133 in Q3 2014.
- Funds reported $1.77B of Everbank Financial Corp stock for Q4 2014, up 8.4% quarter-over-quarter.
- 10 funds opened new Everbank Financial Corp positions in Q4 2014 and 17 closed out, a net change of -7 holders.
- The largest Everbank Financial Corp buyer in Q4 2014 was Franklin Resources, an estimated $29.3M added.
- The largest Everbank Financial Corp seller in Q4 2014 was Wellington Management Group, an estimated $30.4M sold.
Based on aggregated 13F filings for Q4 2014.