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EverQuote

29 hedge funds and large institutions have $12.6M invested in EverQuote in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 3529 (-6)

21.97% less ownership

Funds ownership: 82.5%60.53% (-22%)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

79% less capital invested

Capital invested by funds: $60.2M → $12.6M (-$47.7M)

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
10
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Vigilant Capital Management
Maine
$4K +$9.26K +1,000 New
UBS Group
27
UBS Group
Switzerland
$1K -$8.11K -875 -85%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1K -$1.39K -150 -50%
Wells Fargo
29
Wells Fargo
California
-$4.91M -330,330 Closed
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
-$4.46M -300,000 Closed
SSA
31
Schonfeld Strategic Advisors
New York
-$3.19M -214,577 Closed
Neuberger Berman Group
32
Neuberger Berman Group
New York
-$3.14M -211,264 Closed
NCGI
33
Next Century Growth Investors
Minnesota
-$3.13M -210,481 Closed
GPCM
34
Granite Point Capital Management
Massachusetts
-$2.86M -192,600 Closed
Citadel Advisors
35
Citadel Advisors
Florida
-$2.64M -177,617 Closed
Millennium Management
36
Millennium Management
New York
-$2.57M -173,228 Closed
Blackstone Inc
37
Blackstone Inc
New York
-$1.49M -100,000 Closed
Two Sigma Investments
38
Two Sigma Investments
New York
-$981K -65,994 Closed
Ameriprise
39
Ameriprise
Minnesota
-$759K -51,090 Closed
MWNA
40
Marshall Wace North America
New York
-$441K -29,659 Closed
WCA
41
Whetstone Capital Advisors
Kansas
-$440K -29,588 Closed
Morgan Stanley
42
Morgan Stanley
New York
-$197K -21,276 -100%
EGM
43
Engineers Gate Manager
New York
-$287K -19,330 Closed
SIM
44
Spark Investment Management
New York
-$231K -15,600 Closed
SPM
45
Symmetry Peak Management
Pennsylvania
-$223K -15,000 Closed
TRCT
46
Tower Research Capital (TRC)
New York
-$137K -9,219 Closed

EVER Hedge Fund Activity: Q4 2018 in Review

29 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2018, worth a combined $12.6M — down 79% from $60.2M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EVER and 11 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Royce & Associates, opening a new position worth an estimated $4.97M. The largest seller was Wells Fargo, exiting entirely with an estimated $4.91M sold.

  • 29 institutional investors held EverQuote (EVER) as of Q4 2018, down from 35 in Q3 2018.
  • Funds reported $12.6M of EverQuote stock for Q4 2018, down 79% quarter-over-quarter.
  • 11 funds opened new EverQuote positions in Q4 2018 and 17 closed out, a net change of -6 holders.
  • The largest EverQuote buyer in Q4 2018 was Royce & Associates, an estimated $4.97M added.
  • The largest EverQuote seller in Q4 2018 was Wells Fargo, an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2018.