We are live on ! Find out more
EVER icon

EverQuote

98 hedge funds and large institutions have $113M invested in EverQuote in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

3.62% less ownership

Funds ownership: 68.78%65.16% (-3.6%)

6% less funds holding

Funds holding: 10498 (-6)

26% less capital invested

Capital invested by funds: $153M → $113M (-$39.8M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

43% less call options, than puts

Call options by funds: $94K | Put options by funds: $166K

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
32
Closed
16
Calls
$94K
Puts
$166K
Net Calls
-$72K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$815K +$140 +15 +0%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$812K +$148K +15,823 +15%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$805K +$143K +15,273 +15%
SST
29
S Squared Technology
New York
$688K +$41.6K +4,443 +5%
Brown Advisory
30
Brown Advisory
Maryland
$634K +$106K +11,315 +14%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$589K +$20K +2,138 +3%
LCM
32
Landscape Capital Management
New Jersey
$573K -$204K -21,773 -21%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$517K
Citadel Advisors
34
Citadel Advisors
Florida
$422K +$374K +39,899 +182%
N
35
Nuveen
North Carolina
$384K -$1.31K -140 -0.2%
Charles Schwab
36
Charles Schwab
California
$358K +$13.9K +1,487 +3%
SO
37
STRS Ohio
Ohio
$353K
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$335K +$70.1K +7,487 +18%
PAWC
39
P.A.W. Capital
Connecticut
$307K -$234K -25,000 -36%
Swiss National Bank
40
Swiss National Bank
Switzerland
$306K +$35.6K +3,800 +9%
UBS AM
41
UBS AM
Illinois
$279K -$53.5K -5,717 -12%
BCM
42
Bridgeway Capital Management
Texas
$269K +$370K +39,500 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$241K -$42.1K -4,498 -11%
MNBTD
44
Moody National Bank Trust Division
Texas
$240K +$114K +12,200 +53%
FHB
45
First Hawaiian Bank
Hawaii
$237K
Goldman Sachs
46
Goldman Sachs
New York
$223K -$588K -62,751 -66%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$214K -$8.24K -880 -3%
SEI Investments
48
SEI Investments
Pennsylvania
$205K +$11.5K +1,226 +4%
JP Morgan Chase
49
JP Morgan Chase
New York
$202K -$561K -59,920 -67%
RJA
50
Raymond James & Associates
Florida
$201K -$7.16K -764 -3%

EVER Hedge Fund Activity: Q3 2022 in Review

98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2022, worth a combined $113M — down 26% from $153M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVER and 10 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was Bank of America, adding an estimated $3.95M. The largest seller was Federated Hermes, cutting an estimated $3.68M.

  • 98 institutional investors held EverQuote (EVER) as of Q3 2022, down from 104 in Q2 2022.
  • Funds reported $113M of EverQuote stock for Q3 2022, down 26% quarter-over-quarter.
  • 10 funds opened new EverQuote positions in Q3 2022 and 16 closed out, a net change of -6 holders.
  • The largest EverQuote buyer in Q3 2022 was Bank of America, an estimated $3.95M added.
  • The largest EverQuote seller in Q3 2022 was Federated Hermes, an estimated $3.68M sold.

Based on aggregated 13F filings for Q3 2022.