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EVER

Everbank Financial Corp
EVER

Delisted

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

111 hedge funds and large institutions have $1.35B invested in Everbank Financial Corp in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

31% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.46M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% less capital invested

Capital invested by funds: $1.48B → $1.35B (-$131M)

12% less funds holding

Funds holding: 126111 (-15)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
111
Holders Change
-15
Holders Change %
-11.9%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
14
Increased
54
Reduced
25
Closed
27
Calls
$1.91M
Puts
$1.46M
Net Calls
+$452K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$193M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$141M +$33.3M +2,155,404 +30%
SBK
3
Steven B. Klinsky
$131M
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$131M
Vanguard Group
5
Vanguard Group
Pennsylvania
$67.2M +$11.3M +733,559 +20%
CS
6
Credit Suisse
Switzerland
$66.5M +$2.78M +180,198 +4%
TAM
7
Timucuan Asset Management
Florida
$54.3M
ACP
8
Aquiline Capital Partners
New York
$52.4M
Federated Hermes
9
Federated Hermes
Pennsylvania
$48.9M -$5.02M -325,260 -9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$38.9M +$11.2M +727,918 +39%
BIT
11
BlackRock Institutional Trust
California
$38.9M +$1.34M +86,589 +3%
TCM
12
TimesSquare Capital Management
New York
$38.8M +$11.3M +733,400 +39%
BFA
13
BlackRock Fund Advisors
California
$32.3M +$4.08M +264,451 +14%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$29.4M +$673K +43,600 +2%
Ameriprise
15
Ameriprise
Minnesota
$24.1M +$6.84M +443,080 +38%
State Street
16
State Street
Massachusetts
$20.1M +$2.59M +167,597 +14%
SCC
17
Second Curve Capital
Pennsylvania
$19.8M +$7.34M +475,785 +56%
Northern Trust
18
Northern Trust
Illinois
$17.1M +$8.45M +547,740 +92%
BA
19
BlackRock Advisors
Delaware
$14.2M +$1.93M +125,238 +15%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$12.8M -$40.6M -2,629,491 -75%
PCM
21
Penn Capital Management
Pennsylvania
$10.9M +$3.89M +252,346 +53%
N
22
Nuveen
North Carolina
$10.9M +$158K +10,216 +1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$8.14M +$5.09M +330,032 +155%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$7.9M -$464K -30,100 -5%
CAM
25
Cortina Asset Management
Wisconsin
$7.06M +$273K +17,703 +4%

EVER Hedge Fund Activity: Q3 2013 in Review

111 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q3 2013, worth a combined $1.35B — down 8.9% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EVER and 14 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, adding an estimated $33.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $40.6M.

  • 111 institutional investors held Everbank Financial Corp (EVER) as of Q3 2013, down from 126 in Q2 2013.
  • Funds reported $1.35B of Everbank Financial Corp stock for Q3 2013, down 8.9% quarter-over-quarter.
  • 14 funds opened new Everbank Financial Corp positions in Q3 2013 and 27 closed out, a net change of -13 holders.
  • The largest Everbank Financial Corp buyer in Q3 2013 was Wellington Management Group, an estimated $33.3M added.
  • The largest Everbank Financial Corp seller in Q3 2013 was Lord, Abbett & Co, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2013.