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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
SC
1
Sageview Capital
Connecticut
$237M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$190M +$14.6M +907,830 +10%
SBK
3
Steven B. Klinsky
$160M
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$160M
Vanguard Group
5
Vanguard Group
Pennsylvania
$84.8M +$2.24M +139,344 +3%
CS
6
Credit Suisse
Switzerland
$82M +$591K +36,825 +0.8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$69.5M +$29.3M +1,827,800 +93%
TAM
8
Timucuan Asset Management
Florida
$66.4M
ACP
9
Aquiline Capital Partners
New York
$64.2M
Federated Hermes
10
Federated Hermes
Pennsylvania
$59.2M -$629K -39,164 -1%
BIT
11
BlackRock Institutional Trust
California
$50.7M +$2.73M +169,949 +7%
TCM
12
TimesSquare Capital Management
New York
$45.5M -$1.8M -112,000 -4%
BFA
13
BlackRock Fund Advisors
California
$38.2M -$1.22M -75,750 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.1M -$9.25M -576,340 -22%
Ameriprise
15
Ameriprise
Minnesota
$33.4M +$3.39M +211,493 +13%
State Street
16
State Street
Massachusetts
$25.4M +$727K +45,284 +3%
SCC
17
Second Curve Capital
Pennsylvania
$23.7M -$401K -25,000 -2%
Northern Trust
18
Northern Trust
Illinois
$20M -$815K -50,764 -4%
PCM
19
Penn Capital Management
Pennsylvania
$16.7M +$2.85M +177,355 +24%
BA
20
BlackRock Advisors
Delaware
$13.9M -$3M -186,942 -20%
N
21
Nuveen
North Carolina
$12.3M -$970K -60,416 -8%
Allianz Asset Management
22
Allianz Asset Management
Germany
$11.3M +$3.73M +232,155 +60%
CAM
23
Cortina Asset Management
Wisconsin
$10.8M +$1.88M +117,114 +25%
UBS AM
24
UBS AM
Illinois
$9.48M +$2.48M +154,276 +43%
CC
25
Consector Capital
New York
$8.87M +$7.76M +483,508 New

EVER Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 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.