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EVER

Everbank Financial Corp
EVER

Delisted

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

133 hedge funds and large institutions have $1.63B invested in Everbank Financial Corp in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

27% more call options, than puts

Call options by funds: $927K | Put options by funds: $730K

4% more funds holding

Funds holding: 128133 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

13% less capital invested

Capital invested by funds: $1.87B → $1.63B (-$234M)

Holders
133
Holders Change
+5
Holders Change %
+3.91%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
20
Increased
42
Reduced
44
Closed
14
Calls
$927K
Puts
$730K
Net Calls
+$197K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$228M
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$154M
SBK
3
Steven B. Klinsky
$135M -$20.9M -1,102,258 -13%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$130M -$18.2M -960,263 -12%
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$105M +$8.37M +440,400 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$97.6M +$2.51M +132,011 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$83.5M -$1.55M -81,765 -2%
TAM
8
Timucuan Asset Management
Florida
$64M +$59.8K +3,146 +0.1%
ACP
9
Aquiline Capital Partners
New York
$61.8M +$59.7K +3,145 +0.1%
Federated Hermes
10
Federated Hermes
Pennsylvania
$56.7M -$217K -11,421 -0.4%
BIT
11
BlackRock Institutional Trust
California
$45.5M -$1.79M -94,240 -4%
BFA
12
BlackRock Fund Advisors
California
$35.2M -$1.91M -100,592 -5%
Ameriprise
13
Ameriprise
Minnesota
$33.6M +$2.39M +125,700 +7%
JIC
14
Johnson Investment Counsel
Ohio
$32.5M +$34.9M +1,839,340 New
American Century Companies
15
American Century Companies
Missouri
$29.8M +$7.08M +372,759 +28%
State Street
16
State Street
Massachusetts
$25.4M -$702K -36,943 -3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$24.7M -$7M -368,400 -21%
Allianz Asset Management
18
Allianz Asset Management
Germany
$24.2M +$11.2M +587,316 +74%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$18.8M +$4.72M +248,499 +31%
Northern Trust
20
Northern Trust
Illinois
$18.1M +$457K +24,072 +2%
PCM
21
Penn Capital Management
Pennsylvania
$14.3M -$413K -21,757 -3%
FMA
22
Fiduciary Management Associates
Illinois
$14.2M -$256K -13,500 -2%
Norges Bank
23
Norges Bank
Norway
$11.5M -$2.57M -135,362 -17%
CAM
24
Cortina Asset Management
Wisconsin
$11.3M -$1.07M -56,249 -8%
KCM
25
Kennedy Capital Management
Missouri
$10.5M +$3.32M +174,689 +41%

EVER Hedge Fund Activity: Q3 2014 in Review

133 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q3 2014, worth a combined $1.63B — down 13% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EVER positions and 14 closed out — a net gain of 6 holders — while 42 added to existing stakes and 44 trimmed.

The largest buyer was Johnson Investment Counsel, opening a new position worth an estimated $34.9M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $22.1M sold.

  • 133 institutional investors held Everbank Financial Corp (EVER) as of Q3 2014, up from 128 in Q2 2014.
  • Funds reported $1.63B of Everbank Financial Corp stock for Q3 2014, down 13% quarter-over-quarter.
  • 20 funds opened new Everbank Financial Corp positions in Q3 2014 and 14 closed out, a net change of +6 holders.
  • The largest Everbank Financial Corp buyer in Q3 2014 was Johnson Investment Counsel, an estimated $34.9M added.
  • The largest Everbank Financial Corp seller in Q3 2014 was TimesSquare Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2014.