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EverQuote

80 hedge funds and large institutions have $164M invested in EverQuote in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

150% more capital invested

Capital invested by funds: $65.6M → $164M (+$98.5M)

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

38% more funds holding

Funds holding: 5880 (+22)

23.19% more ownership

Funds ownership: 49.4%72.59% (+23%)

Holders
80
Holders Change
+22
Holders Change %
+37.93%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
25
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
26
Calamos Advisors
Illinois
$1.89M +$1.68M +88,690 New
EGI
27
EAM Global Investors
California
$1.82M +$1.61M +85,128 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.6M +$948K +50,210 +201%
OAM
29
Oxford Asset Management
United Kingdom
$1.36M -$967K -51,199 -45%
AG
30
Advisor Group
Arizona
$1.25M +$1.11M +58,515 New
PPA
31
Parametric Portfolio Associates
Washington
$1.2M +$1.06M +56,361 New
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$1.13M +$687K +36,348 +220%
FPCP
33
Fort Point Capital Partners
California
$1.07M +$944K +50,000 New
Brown Advisory
34
Brown Advisory
Maryland
$1.01M +$896K +47,426 New
Russell Investments Group
35
Russell Investments Group
United Kingdom
$992K +$879K +46,511 New
AIM
36
Alambic Investment Management
California
$983K -$314K -16,600 -26%
ARTA
37
A.R.T. Advisors
New York
$935K +$472K +25,000 +133%
BCM
38
Bridgeway Capital Management
Texas
$933K +$542K +28,700 +191%
Bank of America
39
Bank of America
North Carolina
$870K -$677K -35,851 -47%
KCM
40
Kornitzer Capital Management
Kansas
$830K -$756K -40,000 -51%
EGM
41
Engineers Gate Manager
New York
$794K +$412K +21,813 +142%
Citadel Advisors
42
Citadel Advisors
Florida
$741K +$655K +34,703 New
DADC
43
D.A. Davidson & Co
Montana
$686K +$607K +32,134 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$573K -$884K -46,781 -64%
SEI Investments
45
SEI Investments
Pennsylvania
$551K +$487K +25,808 New
Charles Schwab
46
Charles Schwab
California
$497K +$106K +5,609 +32%
N
47
Nuveen
North Carolina
$374K +$78K +4,129 +31%
Millennium Management
48
Millennium Management
New York
$361K -$274K -14,484 -46%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$350K +$310K +16,400 New
PC
50
PhiloSmith Capital
Connecticut
$319K

EVER Hedge Fund Activity: Q3 2019 in Review

80 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2019, worth a combined $164M — up 150% from $65.6M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EVER positions and 8 closed out — a net gain of 23 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $6.36M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $2.6M sold.

  • 80 institutional investors held EverQuote (EVER) as of Q3 2019, up from 58 in Q2 2019.
  • Funds reported $164M of EverQuote stock for Q3 2019, up 150% quarter-over-quarter.
  • 31 funds opened new EverQuote positions in Q3 2019 and 8 closed out, a net change of +23 holders.
  • The largest EverQuote buyer in Q3 2019 was Driehaus Capital Management, an estimated $6.36M added.
  • The largest EverQuote seller in Q3 2019 was ArrowMark Colorado Holdings, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2019.