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EVER

Everbank Financial Corp
EVER

Delisted

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

148 hedge funds and large institutions have $1.52B invested in Everbank Financial Corp in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 148148 (0)

1% less capital invested

Capital invested by funds: $1.55B → $1.52B (-$20.2M)

Holders
148
Holders Change
Holders Change %
0%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
23
Increased
53
Reduced
47
Closed
21
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$153M
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$130M
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.9M +$3.17M +213,360 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$90.4M +$11M +740,031 +14%
NMVA
5
New Mountain Vantage Advisers
New York
$81.4M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$74.2M -$12.9M -865,252 -15%
SDJVC
7
St. Denis J. Villere & Co
Louisiana
$66M -$962K -64,750 -1%
TAM
8
Timucuan Asset Management
Florida
$54M +$38.6K +2,601 +0.1%
Federated Hermes
9
Federated Hermes
Pennsylvania
$53.6M -$9.39K -632 -0%
ACP
10
Aquiline Capital Partners
New York
$52M
DCM
11
Daruma Capital Management
New York
$48.7M +$33.3M +2,238,307 +215%
EARNEST Partners
12
EARNEST Partners
Georgia
$48M -$502K -33,778 -1%
BIT
13
BlackRock Institutional Trust
California
$47.5M -$1.9M -127,972 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$47.1M +$3.1M +208,636 +7%
Goldman Sachs
15
Goldman Sachs
New York
$45.6M -$1.11M -74,478 -2%
Franklin Resources
16
Franklin Resources
California
$38.1M -$26M -1,752,000 -41%
BFA
17
BlackRock Fund Advisors
California
$36.9M +$2.63M +176,996 +8%
Ameriprise
18
Ameriprise
Minnesota
$30.5M -$351K -23,644 -1%
State Street
19
State Street
Massachusetts
$24.2M +$266K +17,929 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$20.6M +$1.66M +111,896 +9%
Citadel Advisors
21
Citadel Advisors
Florida
$18M +$16M +1,077,169 +808%
Northern Trust
22
Northern Trust
Illinois
$16.9M +$458K +30,834 +3%
JIC
23
Johnson Investment Counsel
Ohio
$16M -$1.52M -102,162 -9%
Renaissance Technologies
24
Renaissance Technologies
New York
$15.1M -$5.44M -366,000 -26%
CL
25
Chubb Ltd
Switzerland
$13M

EVER Hedge Fund Activity: Q2 2016 in Review

148 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q2 2016, worth a combined $1.52B — down 1.3% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EVER positions and 21 closed out — a net gain of 2 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Daruma Capital Management, adding an estimated $33.3M. The largest seller was Franklin Resources, cutting an estimated $26M.

  • 148 institutional investors held Everbank Financial Corp (EVER) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $1.52B of Everbank Financial Corp stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 23 funds opened new Everbank Financial Corp positions in Q2 2016 and 21 closed out, a net change of +2 holders.
  • The largest Everbank Financial Corp buyer in Q2 2016 was Daruma Capital Management, an estimated $33.3M added.
  • The largest Everbank Financial Corp seller in Q2 2016 was Franklin Resources, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2016.