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EVER

Everbank Financial Corp
EVER

Delisted

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

132 hedge funds and large institutions have $1.91B invested in Everbank Financial Corp in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $756K | Put options by funds: $334K

107% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $1.71B → $1.91B (+$198M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 131132 (+1)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
18
Increased
62
Reduced
30
Closed
17
Calls
$756K
Puts
$334K
Net Calls
+$422K
Net Calls Change
+$117K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$203M
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$172M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$136M -$11.6M -620,921 -8%
SBK
4
Steven B. Klinsky
$132M -$4.81M -256,900 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M +$4.49M +239,984 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$109M +$17.8M +949,862 +21%
Franklin Resources
7
Franklin Resources
California
$106M +$39.2M +2,096,400 +64%
SDJVC
8
St. Denis J. Villere & Co
Louisiana
$102M -$4.55M -243,400 -4%
BIT
9
BlackRock Institutional Trust
California
$78.7M +$20.5M +1,096,342 +38%
Federated Hermes
10
Federated Hermes
Pennsylvania
$71.4M +$3.54M +189,500 +6%
TAM
11
Timucuan Asset Management
Florida
$71.3M +$50.3K +2,688 +0.1%
ACP
12
Aquiline Capital Partners
New York
$68.8M
BFA
13
BlackRock Fund Advisors
California
$44.6M -$854K -45,642 -2%
JIC
14
Johnson Investment Counsel
Ohio
$40.6M +$694K +37,120 +2%
Ameriprise
15
Ameriprise
Minnesota
$40.3M +$3.52M +188,074 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$37.6M +$6.31M +337,483 +21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$33.7M +$562K +30,030 +2%
State Street
18
State Street
Massachusetts
$29.4M +$332K +17,766 +1%
FMA
19
Fiduciary Management Associates
Illinois
$27.3M +$811K +43,378 +3%
Northern Trust
20
Northern Trust
Illinois
$20M +$122K +6,504 +0.6%
BA
21
BlackRock Advisors
Delaware
$19.2M +$13.9M +742,941 +317%
PCM
22
Penn Capital Management
Pennsylvania
$19M +$1.16M +62,179 +7%
Norges Bank
23
Norges Bank
Norway
$15M -$2.68M -143,120 -16%
American Century Companies
24
American Century Companies
Missouri
$13.5M -$17.6M -939,625 -58%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$10.7M +$267K +14,261 +3%

EVER Hedge Fund Activity: Q2 2015 in Review

132 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q2 2015, worth a combined $1.91B — up 12% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EVER positions and 17 closed out — a net gain of 1 holder — while 62 added to existing stakes and 30 trimmed.

The largest buyer was Franklin Resources, adding an estimated $39.2M. The largest seller was Allianz Asset Management, cutting an estimated $28M.

  • 132 institutional investors held Everbank Financial Corp (EVER) as of Q2 2015, up from 131 in Q1 2015.
  • Funds reported $1.91B of Everbank Financial Corp stock for Q2 2015, up 12% quarter-over-quarter.
  • 18 funds opened new Everbank Financial Corp positions in Q2 2015 and 17 closed out, a net change of +1 holder.
  • The largest Everbank Financial Corp buyer in Q2 2015 was Franklin Resources, an estimated $39.2M added.
  • The largest Everbank Financial Corp seller in Q2 2015 was Allianz Asset Management, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2015.