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EverQuote
EVER

117 hedge funds and large institutions have $401M invested in EverQuote in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,905% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $58K

617% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 6

144% more capital invested

Capital invested by funds: $164M → $401M (+$237M)

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

46% more funds holding

Funds holding: 80 → 117 (+37)

19.88% more ownership

Funds ownership: 72.59% → 92.47% (+20%)

Holders
117
Holders Change
+37
Holders Change %
+46.25%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
44
Reduced
20
Closed
6
Calls
$1.74M
Puts
$58K
Net Calls
+$1.69M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$17.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.7M
3
Renaissance Technologies
Renaissance Technologies
New York
+$10.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.54M
5
Deutsche Bank
Deutsche Bank
Germany
+$7.9M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$7.73M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$4.88M
3
FA
Friess Associates
Delaware
-$4.53M
4
PCA
Prospect Capital Advisors
California
-$3.82M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$4.17M +$34.8K +1,248 +1%
EI
27
EAM Investors
California
$4.14M -$644K -23,090 -16%
HIM
28
Hanlon Investment Management
New Jersey
$4.11M -$247K -8,850 -7%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$3.57M +$1.61M +57,611 +124%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$3.15M -$4.88M -175,000 -66%
Federated Hermes
31
Federated Hermes
Pennsylvania
$2.95M +$2.39M +85,627 +26,266%
PPA
32
Parametric Portfolio Associates
Washington
$2.71M +$626K +22,447 +40%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$2.69M +$710K +25,490 +48%
BIM
34
Bogle Investment Management
Massachusetts
$2.66M +$2.16M +77,493 New
EIM
35
Essex Investment Management
Massachusetts
$2.65M +$2.15M +77,158 New
PAWC
36
P.A.W. Capital
Connecticut
$2.58M -$780K -28,000 -27%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.56M -$19.1K -686 -0.9%
EGI
38
EAM Global Investors
California
$2.47M -$368K -13,201 -16%
EGM
39
Engineers Gate Manager
New York
$2.36M +$878K +31,509 +85%
LCG
40
Lisanti Capital Growth
New York
$2.34M +$1.9M +68,185 New
Bank of America
41
Bank of America
North Carolina
$2.29M +$722K +25,895 +63%
Fuller & Thaler Asset Management
42
Fuller & Thaler Asset Management
California
$2.24M +$1.82M +65,270 New
CSS
43
Cubist Systematic Strategies
Connecticut
$1.82M +$1.48M +52,960 New
Brown Advisory
44
Brown Advisory
Maryland
$1.8M +$136K +4,884 +10%
OCM
45
Osterweis Capital Management
California
$1.77M +$1.44M +51,650 New
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$1.71M +$1.39M +49,710 New
Wells Fargo
47
Wells Fargo
California
$1.69M +$1.26M +45,042 +1,060%
QC
48
Quadrature Capital
United Kingdom
$1.56M +$1.27M +45,387 New
ARTA
49
A.R.T. Advisors
New York
$1.56M +$41.8K +1,500 +3%
3C
50
361 Capital
Colorado
$1.56M +$1.26M +45,284 New
1
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3 4 5

EVER Hedge Fund Activity: Q4 2019 in Review

117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2019, worth a combined $401M — up 144% from $164M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EVER positions and 6 closed out — a net gain of 37 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $17.5M. The largest seller was Royce & Associates, cutting an estimated $7.73M.

  • 117 institutional investors held EverQuote (EVER) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $401M of EverQuote stock for Q4 2019, up 144% quarter-over-quarter.
  • 43 funds opened new EverQuote positions in Q4 2019 and 6 closed out, a net change of +37 holders.
  • The largest EverQuote buyer in Q4 2019 was Baillie Gifford & Co, an estimated $17.5M added.
  • The largest EverQuote seller in Q4 2019 was Royce & Associates, an estimated $7.73M sold.

Based on aggregated 13F filings for Q4 2019.