We are live on ! Find out more
EVER icon

EverQuote
EVER

118 hedge funds and large institutions have $279M invested in EverQuote in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 26

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

7% more funds holding

Funds holding: 110 → 118 (+8)

8.33% less ownership

Funds ownership: 74.54% → 66.21% (-8.3%)

49% less capital invested

Capital invested by funds: $544M → $279M (-$265M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

51% less call options, than puts

Call options by funds: $2.2M | Put options by funds: $4.47M

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
55
Reduced
26
Closed
18
Calls
$2.2M
Puts
$4.47M
Net Calls
-$2.27M
Net Calls Change
-$967K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.96M
2
JP Morgan Chase
JP Morgan Chase
New York
+$7.94M
3
GIM
Granahan Investment Management
Massachusetts
+$7.45M
4
Two Sigma Investments
Two Sigma Investments
New York
+$6.56M
5
Marshall Wace
Marshall Wace
United Kingdom
+$6.41M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$51.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$22.4M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$20M
4
IM
Islet Management
New York
-$13.1M
5
EA
Emerald Advisers
Pennsylvania
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$2.35M +$1.21M +50,376 +66%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$2.24M +$1.57M +65,613 +120%
Squarepoint
28
Squarepoint
New York
$2.21M +$2.51M +104,696 +757%
KCM
29
Kennedy Capital Management
Missouri
$2.21M +$818K +34,188 +41%
Citadel Advisors
30
Citadel Advisors
Florida
$2.01M -$739K -30,883 -22%
Norges Bank
31
Norges Bank
Norway
$1.99M +$2.56M +106,900 New
EGM
32
Engineers Gate Manager
New York
$1.95M +$1.64M +68,647 +191%
Goldman Sachs
33
Goldman Sachs
New York
$1.67M +$1.29M +53,974 +151%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$1.42M +$323K +13,515 +22%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$1.24M +$1.59M +66,394 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$1.23M +$1.58M +66,120 New
PP
37
PDT Partners
New York
$1.17M +$311K +12,979 +26%
GCP
38
GSA Capital Partners
United Kingdom
$1.11M +$1.43M +59,777 New
PI
39
PEAK6 Investments
Illinois
$1.09M +$1.23M +51,468 +741%
OQS
40
Occudo Quantitative Strategies
Florida
$928K +$1.19M +49,828 New
Charles Schwab
41
Charles Schwab
California
$920K -$1.03M -42,914 -46%
Brown Advisory
42
Brown Advisory
Maryland
$856K -$258K -10,791 -19%
Bank of America
43
Bank of America
North Carolina
$812K +$313K +13,076 +43%
PM
44
Pembroke Management
Quebec, Canada
$810K -$5.94M -248,306 -85%
Deutsche Bank
45
Deutsche Bank
Germany
$787K +$145K +6,065 +17%
ECM
46
ExodusPoint Capital Management
New York
$779K +$1M +41,835 New
AG
47
Algert Global
California
$700K +$585K +24,468 +187%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$692K +$888K +37,120 New
Swiss National Bank
49
Swiss National Bank
Switzerland
$689K +$81.4K +3,400 +10%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$661K -$3.56K -149 -0.4%
1
2
3 4 5

EVER Hedge Fund Activity: Q3 2021 in Review

118 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2021, worth a combined $279M — down 49% from $544M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVER positions and 18 closed out — a net gain of 8 holders — while 55 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $7.96M. The largest seller was Ameriprise, exiting entirely with an estimated $51.4M sold.

  • 118 institutional investors held EverQuote (EVER) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $279M of EverQuote stock for Q3 2021, down 49% quarter-over-quarter.
  • 26 funds opened new EverQuote positions in Q3 2021 and 18 closed out, a net change of +8 holders.
  • The largest EverQuote buyer in Q3 2021 was BlackRock, an estimated $7.96M added.
  • The largest EverQuote seller in Q3 2021 was Ameriprise, an estimated $51.4M sold.

Based on aggregated 13F filings for Q3 2021.