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EverQuote

104 hedge funds and large institutions have $153M invested in EverQuote in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $147K | Put options by funds: $89K

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

2.36% more ownership

Funds ownership: 66.42%68.78% (+2.4%)

10% less funds holding

Funds holding: 116104 (-12)

40% less capital invested

Capital invested by funds: $254M → $153M (-$100M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
104
Holders Change
-12
Holders Change %
-10.34%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
40
Reduced
36
Closed
22
Calls
$147K
Puts
$89K
Net Calls
+$58K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.26M -$1.74M -152,200 -52%
KCM
27
Kennedy Capital Management
Missouri
$1.06M +$70.7K +6,195 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$956K -$24.7K -2,162 -2%
LCM
29
Landscape Capital Management
New Jersey
$935K +$930K +81,448 +335%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$912K +$229K +20,080 +24%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$909K -$39.4K -3,451 -3%
SST
32
S Squared Technology
New York
$853K
Goldman Sachs
33
Goldman Sachs
New York
$844K -$259K -22,678 -19%
JP Morgan Chase
34
JP Morgan Chase
New York
$792K +$605K +52,947 +145%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$745K -$1.06M -92,609 -52%
Brown Advisory
36
Brown Advisory
Maryland
$720K +$56.1K +4,909 +6%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$671K +$2.87K +251 +0.3%
PAWC
38
P.A.W. Capital
Connecticut
$619K -$228K -20,000 -22%
N
39
Nuveen
North Carolina
$500K -$2.49M -217,987 -79%
SO
40
STRS Ohio
Ohio
$458K +$200K +17,500 +51%
Charles Schwab
41
Charles Schwab
California
$450K -$20.7K -1,811 -3%
UBS AM
42
UBS AM
Illinois
$413K +$322K +28,160 +152%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$368K +$64.2K +5,618 +16%
Swiss National Bank
44
Swiss National Bank
Switzerland
$362K -$33.1K -2,900 -7%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$352K +$51.5K +4,513 +13%
EGM
46
Engineers Gate Manager
New York
$349K +$48.9K +4,283 +12%
AQR Capital Management
47
AQR Capital Management
Connecticut
$347K +$46.9K +4,106 +12%
FHB
48
First Hawaiian Bank
Hawaii
$307K -$14.4K -1,261 -4%
CSS
49
Cubist Systematic Strategies
Connecticut
$286K +$180K +15,788 +95%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$285K +$63.4K +5,556 +21%

EVER Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2022, worth a combined $153M — down 40% from $254M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of EVER and 13 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 40 added.

The largest buyer was Bank of America, adding an estimated $10.5M. The largest seller was Cannell Capital, exiting entirely with an estimated $8.47M sold.

  • 104 institutional investors held EverQuote (EVER) as of Q2 2022, down from 116 in Q1 2022.
  • Funds reported $153M of EverQuote stock for Q2 2022, down 40% quarter-over-quarter.
  • 13 funds opened new EverQuote positions in Q2 2022 and 22 closed out, a net change of -9 holders.
  • The largest EverQuote buyer in Q2 2022 was Bank of America, an estimated $10.5M added.
  • The largest EverQuote seller in Q2 2022 was Cannell Capital, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2022.