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EVER

Everbank Financial Corp
EVER

Delisted

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

128 hedge funds and large institutions have $1.87B invested in Everbank Financial Corp in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$119M)

3% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.72M

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 129128 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
16
Increased
47
Reduced
46
Closed
17
Calls
$1.76M
Puts
$1.72M
Net Calls
+$44K
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$260M
SBK
2
Steven B. Klinsky
$176M
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$176M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$167M -$32.2M -1,671,665 -17%
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$112M +$107M +5,532,892 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$109M +$11.5M +597,292 +12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$96.9M +$26.6M +1,383,501 +40%
TAM
8
Timucuan Asset Management
Florida
$73M
ACP
9
Aquiline Capital Partners
New York
$70.5M
Federated Hermes
10
Federated Hermes
Pennsylvania
$64.9M -$32.3K -1,679 -0.1%
BIT
11
BlackRock Institutional Trust
California
$53.8M -$2.11M -109,725 -4%
BFA
12
BlackRock Fund Advisors
California
$42.3M +$549K +28,515 +1%
Ameriprise
13
Ameriprise
Minnesota
$35.9M -$950K -49,297 -3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$35.6M -$51.1M -2,654,450 -60%
State Street
15
State Street
Massachusetts
$29.7M +$967K +50,185 +4%
American Century Companies
16
American Century Companies
Missouri
$26.5M +$16.6M +859,621 +190%
TCM
17
TimesSquare Capital Management
New York
$22.1M -$5.84M -303,350 -22%
Northern Trust
18
Northern Trust
Illinois
$20.2M -$800K -41,555 -4%
PCM
19
Penn Capital Management
Pennsylvania
$16.8M -$797K -41,386 -5%
FMA
20
Fiduciary Management Associates
Illinois
$16.5M -$243K -12,610 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$16.4M +$9.44M +489,964 +152%
Allianz Asset Management
22
Allianz Asset Management
Germany
$15.9M -$579K -30,055 -4%
Norges Bank
23
Norges Bank
Norway
$15.8M +$15.1M +785,722 New
CAM
24
Cortina Asset Management
Wisconsin
$14M -$223K -11,592 -2%
TCIM
25
TIAA CREF Investment Management
New York
$10.1M +$1.06M +54,918 +12%

EVER Hedge Fund Activity: Q2 2014 in Review

128 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q2 2014, worth a combined $1.87B — up 6.8% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EVER and 16 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 47 added.

The largest buyer was St. Denis J. Villere & Co, opening a new position worth an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $51.1M.

  • 128 institutional investors held Everbank Financial Corp (EVER) as of Q2 2014, down from 129 in Q1 2014.
  • Funds reported $1.87B of Everbank Financial Corp stock for Q2 2014, up 6.8% quarter-over-quarter.
  • 16 funds opened new Everbank Financial Corp positions in Q2 2014 and 17 closed out, a net change of -1 holder.
  • The largest Everbank Financial Corp buyer in Q2 2014 was St. Denis J. Villere & Co, an estimated $107M added.
  • The largest Everbank Financial Corp seller in Q2 2014 was Fidelity Investments, an estimated $51.1M sold.

Based on aggregated 13F filings for Q2 2014.