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EverQuote

97 hedge funds and large institutions have $260M invested in EverQuote in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,382% more call options, than puts

Call options by funds: $3.69M | Put options by funds: $249K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

129% more capital invested

Capital invested by funds: $113M → $260M (+$146M)

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

3.31% more ownership

Funds ownership: 65.16%68.46% (+3.3%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
36
Reduced
30
Closed
25
Calls
$3.69M
Puts
$249K
Net Calls
+$3.44M
Net Calls Change
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.79M +$1.14M +121,589 New
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$1.74M -$2.3M -245,468 -67%
Morgan Stanley
28
Morgan Stanley
New York
$1.65M -$2.27M -242,175 -68%
Brown Advisory
29
Brown Advisory
Maryland
$1.4M +$18K +1,922 +2%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$1.17M +$30.1K +3,209 +4%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$1.03M -$155K -16,529 -19%
BCM
32
Bridgeway Capital Management
Texas
$803K +$141K +15,000 +38%
Charles Schwab
33
Charles Schwab
California
$785K +$8.18K +871 +2%
Goldman Sachs
34
Goldman Sachs
New York
$771K +$184K +19,578 +60%
FHB
35
First Hawaiian Bank
Hawaii
$724K +$135K +14,394 +41%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$724K -$150 -16 -0%
Stifel Financial
37
Stifel Financial
Missouri
$642K +$198K +21,103 +94%
N
38
Nuveen
North Carolina
$629K -$129K -13,695 -24%
PAWC
39
P.A.W. Capital
Connecticut
$590K -$46.9K -5,000 -11%
SEI Investments
40
SEI Investments
Pennsylvania
$542K +$62.4K +6,641 +22%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$531K +$6.67K +710 +2%
MNBTD
42
Moody National Bank Trust Division
Texas
$520K
SO
43
STRS Ohio
Ohio
$518K -$157K -16,700 -32%
HV
44
HST Ventures
Utah
$499K +$318K +33,852 New
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$491K -$805K -85,699 -72%
RJA
46
Raymond James & Associates
Florida
$471K +$22.6K +2,409 +8%
JP Morgan Chase
47
JP Morgan Chase
New York
$424K -$7.9K -841 -3%
Jane Street
48
Jane Street
New York
$400K +$255K +27,142 New
Principal Financial Group
49
Principal Financial Group
Iowa
$380K +$242K +25,771 New
EAM
50
Eschler Asset Management
United Kingdom
$378K +$241K +25,628 New

EVER Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2022, worth a combined $260M — up 129% from $113M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EVER and 24 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 36 added.

The largest buyer was Bank of America, adding an estimated $6.54M. The largest seller was Point72 Asset Management, cutting an estimated $2.3M.

  • 97 institutional investors held EverQuote (EVER) as of Q4 2022, down from 98 in Q3 2022.
  • Funds reported $260M of EverQuote stock for Q4 2022, up 129% quarter-over-quarter.
  • 24 funds opened new EverQuote positions in Q4 2022 and 25 closed out, a net change of -1 holder.
  • The largest EverQuote buyer in Q4 2022 was Bank of America, an estimated $6.54M added.
  • The largest EverQuote seller in Q4 2022 was Point72 Asset Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2022.