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EVERBANK FINL CORP COM
EVERBANK FINL CORP COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 134 Institutional holders with a total value of $1,752,496,447.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SAGEVIEW CAPITAL LP 12,912,230 254,758,000 14.54%
2 WELLINGTON MANAGEMENT GROUP LLP 9,965,543 196,621,000 11.22%
3 TPG Group Holdings (SBS) Advisors, Inc. 8,737,103 172,383,000 9.84%
4 KLINSKY STEVEN B 8,737,104 172,383,000 9.84%
5 VANGUARD GROUP INC 4,798,044 94,666,000 5.40%
6 FMR LLC 4,422,252 87,251,000 4.98%
7 TIMUCUAN ASSET MANAGEMENT INC/FL 3,622,318 71,468,000 4.08%
8 AQUILINE CAPITAL PARTNERS LLC 3,498,456 69,025,000 3.94%
9 Bank of New York Mellon Corp 3,423,632 67,549,000 3.85%
10 FEDERATED HERMES, INC. 3,222,400 63,579,000 3.63%
11 BlackRock Institutional Trust Company, N.A. 2,779,739 54,844,000 3.13%
12 BlackRock Fund Advisors 2,067,496 40,792,000 2.33%
13 AMERIPRISE FINANCIAL INC 1,827,797 36,063,000 2.06%
14 STATE STREET CORP 1,425,009 28,118,000 1.60%
15 TimesSquare Capital Management, LLC 1,400,000 27,622,000 1.58%
16 NORTHERN TRUST CORP 1,043,039 20,579,000 1.17%
17 Penn Capital Management Company, LLC 873,931 17,243,000 0.98%
18 FIDUCIARY MANAGEMENT ASSOCIATES LLC 828,795 16,352,000 0.93%
19 Allianz Asset Management GmbH 821,168 16,017,000 0.91%
20 Cortina Asset Management, LLC 705,735 13,924,000 0.79%
21 Consector Capital, LP 483,508 9,540,000 0.54%
22 GEODE CAPITAL MANAGEMENT, LLC 468,899 9,251,000 0.53%
23 Nuveen Asset Management, LLC 461,436 9,104,000 0.52%
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 460,073 9,077,000 0.52%
25 AMERICAN CENTURY COMPANIES INC 452,700 8,932,000 0.51%
26 TIAA CREF INVESTMENT MANAGEMENT LLC 446,535 8,810,000 0.50%
27 JUPITER ASSET MANAGEMENT LTD 365,505 7,211,000 0.41%
28 BANK OF AMERICA CORP /DE/ 334,859 6,607,000 0.38%
29 DIMENSIONAL FUND ADVISORS LP 323,285 6,378,000 0.36%
30 BNP Paribas Asset Management Holding S.A. 300,553 5,930,000 0.34%
31 BLAIR WILLIAM & CO/IL 297,064 5,860,000 0.33%
32 Profit Investment Management, LLC 294,443 5,809,000 0.33%
33 BLACKROCK ADVISORS LLC 289,603 5,714,000 0.33%
34 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 282,527 5,574,000 0.32%
35 PUTNAM INVESTMENTS LLC 279,486 5,514,000 0.31%
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 279,408 5,513,000 0.31%
37 BlackRock Investment Management, LLC 273,829 5,403,000 0.31%
38 NEW YORK STATE COMMON RETIREMENT FUND 256,790 5,066,000 0.29%
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 225,632 4,452,000 0.25%
40 PARAMETRIC PORTFOLIO ASSOCIATES LLC 179,455 3,541,000 0.20%
41 BRIDGEWAY CAPITAL MANAGEMENT, LLC 169,300 3,340,000 0.19%
42 MASON STREET ADVISORS, LLC 168,370 3,322,000 0.19%
43 Nationwide Fund Advisors 163,072 3,217,000 0.18%
44 TCW GROUP INC 155,069 3,059,000 0.17%
45 HENNESSY ADVISORS INC 155,000 3,058,000 0.17%
46 ALLIANCEBERNSTEIN L.P. 152,000 2,999,000 0.17%
47 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 146,288 2,886,000 0.16%
48 WELLS FARGO & COMPANY/MN 141,291 2,787,000 0.16%
49 BUCKHEAD CAPITAL MANAGEMENT LLC 131,740 2,599,000 0.15%
50 GUGGENHEIM CAPITAL LLC 130,633 2,577,000 0.15%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.