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EVER

Everbank Financial Corp
EVER

Delisted

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

129 hedge funds and large institutions have $1.75B invested in Everbank Financial Corp in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

139% more call options, than puts

Call options by funds: $4.74M | Put options by funds: $1.99M

13% more funds holding

Funds holding: 114129 (+15)

3% more capital invested

Capital invested by funds: $1.69B → $1.75B (+$54M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
20
Increased
36
Reduced
48
Closed
4
Calls
$4.74M
Puts
$1.99M
Net Calls
+$2.75M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$255M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$197M -$6.89M -380,396 -4%
SBK
3
Steven B. Klinsky
$172M
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$172M
Vanguard Group
5
Vanguard Group
Pennsylvania
$94.7M +$3.11M +171,864 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$87.3M +$11.4M +632,052 +17%
TAM
7
Timucuan Asset Management
Florida
$71.5M
ACP
8
Aquiline Capital Partners
New York
$69M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$67.5M +$25.4M +1,400,448 +69%
Federated Hermes
10
Federated Hermes
Pennsylvania
$63.6M -$109K -6,000 -0.2%
BIT
11
BlackRock Institutional Trust
California
$54.8M +$238K +13,142 +0.5%
BFA
12
BlackRock Fund Advisors
California
$40.8M -$274K -15,139 -0.7%
Ameriprise
13
Ameriprise
Minnesota
$36.1M +$149K +8,207 +0.5%
State Street
14
State Street
Massachusetts
$28.1M +$686K +37,875 +3%
TCM
15
TimesSquare Capital Management
New York
$27.6M -$19.5M -1,078,900 -44%
Northern Trust
16
Northern Trust
Illinois
$20.6M -$865K -47,784 -4%
PCM
17
Penn Capital Management
Pennsylvania
$17.2M -$617K -34,043 -4%
FMA
18
Fiduciary Management Associates
Illinois
$16.4M +$15M +828,795 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$16M +$3.67M +202,843 +33%
CAM
20
Cortina Asset Management
Wisconsin
$13.9M +$2.13M +117,473 +20%
CC
21
Consector Capital
New York
$9.54M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$9.25M -$202K -11,141 -2%
N
23
Nuveen
North Carolina
$9.1M -$3.75M -206,934 -31%
UBS AM
24
UBS AM
Illinois
$9.08M -$1.03M -56,856 -11%
American Century Companies
25
American Century Companies
Missouri
$8.93M +$8.2M +452,700 New

EVER Hedge Fund Activity: Q1 2014 in Review

129 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q1 2014, worth a combined $1.75B — up 3.2% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EVER positions and 4 closed out — a net gain of 16 holders — while 36 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $25.4M. The largest seller was Credit Suisse, cutting an estimated $79.3M.

  • 129 institutional investors held Everbank Financial Corp (EVER) as of Q1 2014, up from 114 in Q4 2013.
  • Funds reported $1.75B of Everbank Financial Corp stock for Q1 2014, up 3.2% quarter-over-quarter.
  • 20 funds opened new Everbank Financial Corp positions in Q1 2014 and 4 closed out, a net change of +16 holders.
  • The largest Everbank Financial Corp buyer in Q1 2014 was Bank of New York Mellon, an estimated $25.4M added.
  • The largest Everbank Financial Corp seller in Q1 2014 was Credit Suisse, an estimated $79.3M sold.

Based on aggregated 13F filings for Q1 2014.