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EVER

Everbank Financial Corp
EVER

Delisted

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

153 hedge funds and large institutions have $2.02B invested in Everbank Financial Corp in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,200% more call options, than puts

Call options by funds: $515K | Put options by funds: $5K

32% more capital invested

Capital invested by funds: $1.52B → $2.02B (+$492M)

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

3% more funds holding

Funds holding: 148153 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
40
Reduced
46
Closed
39
Calls
$515K
Puts
$5K
Net Calls
+$510K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$200M
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$169M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$131M +$12.7M +699,476 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$129M -$641K -35,387 -0.5%
MF
5
Magnetar Financial
Illinois
$92.5M +$86.5M +4,778,068 New
AAM
6
Alpine Associates Management
Florida
$72.4M +$67.8M +3,741,388 New
TAM
7
Timucuan Asset Management
Florida
$70.3M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$63.9M +$2.38M +131,432 +4%
DCM
9
Daruma Capital Management
New York
$61.2M -$2.15M -118,717 -4%
AA
10
AQR Arbitrage
Connecticut
$60.1M +$56.2M +3,102,727 New
EARNEST Partners
11
EARNEST Partners
Georgia
$59.7M -$2.63M -145,342 -4%
Goldman Sachs
12
Goldman Sachs
New York
$54.8M -$4.3M -237,331 -8%
Morgan Stanley
13
Morgan Stanley
New York
$52.9M +$49.1M +2,711,566 +14,160%
BFA
14
BlackRock Fund Advisors
California
$52.2M +$3.9M +215,534 +9%
BIT
15
BlackRock Institutional Trust
California
$49.7M -$11.3M -626,560 -20%
Franklin Resources
16
Franklin Resources
California
$49.7M
Federated Hermes
17
Federated Hermes
Pennsylvania
$45.2M -$23M -1,271,364 -35%
Deutsche Bank
18
Deutsche Bank
Germany
$37.9M +$34.2M +1,888,468 +2,649%
Renaissance Technologies
19
Renaissance Technologies
New York
$34.8M +$14.1M +779,700 +77%
Citigroup
20
Citigroup
New York
$34.3M +$29.7M +1,637,785 +1,234%
State Street
21
State Street
Massachusetts
$32.5M +$923K +50,990 +3%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$28.1M +$26.3M +1,451,800 New
Northern Trust
23
Northern Trust
Illinois
$22.9M +$756K +41,727 +4%
GLAM
24
Gardner Lewis Asset Management
Pennsylvania
$20M +$18.8M +1,035,521 New
WIC
25
Water Island Capital
New York
$19M +$17.7M +980,000 New

EVER Hedge Fund Activity: Q3 2016 in Review

153 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Everbank Financial Corp (EVER) for Q3 2016, worth a combined $2.02B — up 32% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EVER positions and 39 closed out — a net gain of 6 holders — while 40 added to existing stakes and 46 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $86.5M. The largest seller was New Mountain Vantage Advisers, exiting entirely with an estimated $81.4M sold.

  • 153 institutional investors held Everbank Financial Corp (EVER) as of Q3 2016, up from 148 in Q2 2016.
  • Funds reported $2.02B of Everbank Financial Corp stock for Q3 2016, up 32% quarter-over-quarter.
  • 45 funds opened new Everbank Financial Corp positions in Q3 2016 and 39 closed out, a net change of +6 holders.
  • The largest Everbank Financial Corp buyer in Q3 2016 was Magnetar Financial, an estimated $86.5M added.
  • The largest Everbank Financial Corp seller in Q3 2016 was New Mountain Vantage Advisers, an estimated $81.4M sold.

Based on aggregated 13F filings for Q3 2016.