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EverQuote
EVER

58 hedge funds and large institutions have $65.6M invested in EverQuote in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

150% more capital invested

Capital invested by funds: $26.2M → $65.6M (+$39.3M)

66% more funds holding

Funds holding: 35 → 58 (+23)

21.68% less ownership

Funds ownership: 71.08% → 49.4% (-22%)

Holders
58
Holders Change
+23
Holders Change %
+65.71%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
17
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.38M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.61M
3
GIPM
G2 Investment Partners Management
New York
+$2.41M
4
State Street
State Street
Massachusetts
+$1.52M
5
PAWC
P.A.W. Capital
Connecticut
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
WMSA
Weiss Multi-Strategy Advisers
New York
-$1.91M
2
PCM
PAR Capital Management
Massachusetts
-$1.26M
3
Bank of America
Bank of America
North Carolina
-$428K
4
AIM
Alambic Investment Management
California
-$235K
5
RA
Royce & Associates
New York
-$192K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$409K -$53.9K -5,187 -14%
Morgan Stanley
27
Morgan Stanley
New York
$336K +$268K +25,792 +25,792%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$325K +$260K +25,004 New
Northern Trust
29
Northern Trust
Illinois
$286K +$123K +11,820 +116%
SIM
30
Spark Investment Management
New York
$275K +$15K +1,438 +7%
B
31
Bailard
California
$251K +$201K +19,300 New
ARTA
32
A.R.T. Advisors
New York
$245K +$90.6K +8,717 +86%
Charles Schwab
33
Charles Schwab
California
$230K +$183K +17,637 New
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$214K +$172K +16,514 New
EGM
35
Engineers Gate Manager
New York
$200K +$160K +15,396 New
BCM
36
Bridgeway Capital Management
Texas
$195K – – –
PC
37
PhiloSmith Capital
Connecticut
$195K +$156K +15,000 New
N
38
Nuveen
North Carolina
$174K +$139K +13,388 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$170K +$136K +13,060 New
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$157K +$3.43K +330 +3%
FBC
41
Fairfield, Bush & Co
Connecticut
$130K +$104K +10,000 New
EWM
42
Edge Wealth Management
New York
$129K +$104K +10,000 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$113K +$90.5K +8,700 New
Deutsche Bank
44
Deutsche Bank
Germany
$82K +$28.4K +2,736 +75%
Barclays
45
Barclays
United Kingdom
$71K +$55.6K +5,349 +4,495%
AIG
46
American International Group
New York
$70K +$56.1K +5,393 New
NFG
47
Next Financial Group
Texas
$51K +$40.5K +3,900 New
UBS Group
48
UBS Group
Switzerland
$51K +$40.8K +3,923 New
AIS
49
AlphaOne Investment Services
Pennsylvania
$40K – – –
Citigroup
50
Citigroup
New York
$31K +$24.7K +2,376 New
1
2
3

EVER Hedge Fund Activity: Q2 2019 in Review

58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2019, worth a combined $65.6M — up 150% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EVER positions and 6 closed out — a net gain of 23 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $4.38M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $1.91M sold.

  • 58 institutional investors held EverQuote (EVER) as of Q2 2019, up from 35 in Q1 2019.
  • Funds reported $65.6M of EverQuote stock for Q2 2019, up 150% quarter-over-quarter.
  • 29 funds opened new EverQuote positions in Q2 2019 and 6 closed out, a net change of +23 holders.
  • The largest EverQuote buyer in Q2 2019 was BlackRock, an estimated $4.38M added.
  • The largest EverQuote seller in Q2 2019 was Weiss Multi-Strategy Advisers, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2019.