We are live on ! Find out more
EVER

Everbank Financial Corp
EVER

Delisted

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

141 hedge funds and large institutions have $1.64B invested in Everbank Financial Corp in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 36

2% less funds holding

Funds holding: 144141 (-3)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less capital invested

Capital invested by funds: $1.93B → $1.64B (-$294M)

25% less call options, than puts

Call options by funds: $183K | Put options by funds: $245K

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
24
Increased
58
Reduced
36
Closed
27
Calls
$183K
Puts
$245K
Net Calls
-$62K
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$165M
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$140M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$110M -$3.87M -215,930 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$103M +$4M +223,403 +4%
NMVA
5
New Mountain Vantage Advisers
New York
$87.6M -$6.86M -382,888 -7%
Franklin Resources
6
Franklin Resources
California
$82.4M +$4.51M +251,600 +5%
SDJVC
7
St. Denis J. Villere & Co
Louisiana
$79.4M -$5.61M -312,897 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$75M +$52.6M +2,936,190 +167%
TAM
9
Timucuan Asset Management
Florida
$58M
Federated Hermes
10
Federated Hermes
Pennsylvania
$56.1M -$2.21M -123,307 -3%
ACP
11
Aquiline Capital Partners
New York
$56M
BIT
12
BlackRock Institutional Trust
California
$55.7M -$12.2M -678,738 -16%
EARNEST Partners
13
EARNEST Partners
Georgia
$52.9M +$59.3M +3,311,471 New
Goldman Sachs
14
Goldman Sachs
New York
$49.8M +$6.19M +345,239 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$45.1M +$10.1M +561,325 +25%
BFA
16
BlackRock Fund Advisors
California
$37.6M +$1.95M +108,605 +5%
Ameriprise
17
Ameriprise
Minnesota
$33M +$910K +50,787 +3%
State Street
18
State Street
Massachusetts
$25.2M +$719K +40,104 +3%
JIC
19
Johnson Investment Counsel
Ohio
$22.9M -$10.5M -583,833 -29%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$22.8M -$60.8M -3,391,546 -70%
FMA
21
Fiduciary Management Associates
Illinois
$18.3M -$1.98M -110,530 -9%
Northern Trust
22
Northern Trust
Illinois
$17.9M +$878K +48,987 +5%
BA
23
BlackRock Advisors
Delaware
$13.4M -$1.86M -103,840 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.2M +$922K +51,486 +7%
Renaissance Technologies
25
Renaissance Technologies
New York
$13.1M +$3.63M +202,695 +33%

EVER Hedge Fund Activity: Q4 2015 in Review

141 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q4 2015, worth a combined $1.64B — down 15% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EVER and 24 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 58 added.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $59.3M. The largest seller was Bank of New York Mellon, cutting an estimated $60.8M.

  • 141 institutional investors held Everbank Financial Corp (EVER) as of Q4 2015, down from 144 in Q3 2015.
  • Funds reported $1.64B of Everbank Financial Corp stock for Q4 2015, down 15% quarter-over-quarter.
  • 24 funds opened new Everbank Financial Corp positions in Q4 2015 and 27 closed out, a net change of -3 holders.
  • The largest Everbank Financial Corp buyer in Q4 2015 was EARNEST Partners, an estimated $59.3M added.
  • The largest Everbank Financial Corp seller in Q4 2015 was Bank of New York Mellon, an estimated $60.8M sold.

Based on aggregated 13F filings for Q4 2015.