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EverQuote
EVER

116 hedge funds and large institutions have $254M invested in EverQuote in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $238M → $254M (+$15.3M)

0.69% more ownership

Funds ownership: 65.73% → 66.42% (+0.69%)

0% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.3M

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

4% less funds holding

Funds holding: 121 → 116 (-5)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
38
Reduced
39
Closed
30
Calls
$1.3M
Puts
$1.3M
Net Calls
-$3K
Net Calls Change
+$83K

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$9.22M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$4.57M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.4M
4
RCMNY
Rubric Capital Management (New York)
New York
+$2.99M
5
Wells Fargo
Wells Fargo
California
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
-$5.16M
2
JP Morgan Chase
JP Morgan Chase
New York
-$4.64M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.96M
4
Morgan Stanley
Morgan Stanley
New York
-$2.53M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.91M +$669K +44,183 +60%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.85M +$1.54M +101,621 +780%
KCM
28
Kennedy Capital Management
Missouri
$1.83M -$17.8K -1,179 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.78M +$1.67M +110,337 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.72M +$714K +47,176 +80%
Deutsche Bank
31
Deutsche Bank
Germany
$1.64M -$17K -1,124 -1%
SST
32
S Squared Technology
New York
$1.56M -$689K -45,496 -32%
William Blair & Company
33
William Blair & Company
Illinois
$1.56M -$54.8K -3,624 -4%
PAWC
34
P.A.W. Capital
Connecticut
$1.46M -$1.66M -110,000 -55%
JAM
35
Jacobs Asset Management
New York
$1.4M +$1.31M +86,271 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$1.34M +$1.26M +83,106 New
Brown Advisory
37
Brown Advisory
Maryland
$1.24M +$529K +34,924 +84%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$1.22M -$9.43K -623 -0.8%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$1.06M +$739K +48,819 +290%
PPA
40
Parametric Portfolio Associates
Washington
$956K -$439K -29,000 -33%
Charles Schwab
41
Charles Schwab
California
$853K +$19K +1,253 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$710K +$60.5K +4,000 +10%
PI
43
Putnam Investments
Massachusetts
$700K +$655K +43,301 New
Citadel Advisors
44
Citadel Advisors
Florida
$596K +$558K +36,850 New
JP Morgan Chase
45
JP Morgan Chase
New York
$592K -$4.64M -306,831 -89%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$583K +$182 +12 +0%
FHB
47
First Hawaiian Bank
Hawaii
$582K +$545K +35,991 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$571K +$534K +35,317 New
EGM
49
Engineers Gate Manager
New York
$570K +$137K +9,058 +35%
AQR Capital Management
50
AQR Capital Management
Connecticut
$569K +$136K +8,960 +34%
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EVER Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q1 2022, worth a combined $254M — up 6.4% from $238M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EVER and 26 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 38 added.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $9.22M. The largest seller was Granahan Investment Management, cutting an estimated $5.16M.

  • 116 institutional investors held EverQuote (EVER) as of Q1 2022, down from 121 in Q4 2021.
  • Funds reported $254M of EverQuote stock for Q1 2022, up 6.4% quarter-over-quarter.
  • 26 funds opened new EverQuote positions in Q1 2022 and 30 closed out, a net change of -4 holders.
  • The largest EverQuote buyer in Q1 2022 was EARNEST Partners, an estimated $9.22M added.
  • The largest EverQuote seller in Q1 2022 was Granahan Investment Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2022.