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EverQuote
EVER

Overview Fund Activity

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
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.57%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$30.3M
2
DCM
2
Driehaus Capital Management
Illinois
$7.56M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$18.6M
4
GIPM
4
G2 Investment Partners Management
New York
$9.27M
5
Wells Fargo
5
Wells Fargo
California
$10.5M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$1.74M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.65M
3
DSCM
3
Divisadero Street Capital Management
Florida
$4.85M
4
JAM
4
Jacobs Asset Management
New York
$2.58M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$69.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.79M +$1.79M +121,589 New
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$1.74M -$3.62M -245,468 -67%
Morgan Stanley
28
Morgan Stanley
New York
$1.65M -$3.57M -242,175 -68%
Brown Advisory
29
Brown Advisory
Maryland
$1.4M +$28.3K +1,922 +2%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$1.17M +$47.3K +3,209 +4%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$1.03M -$244K -16,529 -19%
BCM
32
Bridgeway Capital Management
Texas
$803K +$221K +15,000 +38%
Charles Schwab
33
Charles Schwab
California
$785K +$12.8K +871 +2%
Goldman Sachs
34
Goldman Sachs
New York
$771K +$289K +19,578 +60%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$724K -$236 -16 -0%
FHB
36
First Hawaiian Bank
Hawaii
$724K +$212K +14,394 +41%
Stifel Financial
37
Stifel Financial
Missouri
$642K +$311K +21,103 +94%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$629K -$202K -13,695 -24%
PAWC
39
P.A.W. Capital
Connecticut
$590K -$73.7K -5,000 -11%
SEI Investments
40
SEI Investments
Pennsylvania
$542K +$97.9K +6,641 +22%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$531K +$10.5K +710 +2%
MNBTD
42
Moody National Bank Trust Division
Texas
$520K – – –
SO
43
STRS Ohio
Ohio
$518K -$246K -16,700 -32%
HV
44
HST Ventures
Utah
$499K +$499K +33,852 New
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$491K -$1.26M -85,699 -72%
RJA
46
Raymond James & Associates
Florida
$471K +$35.5K +2,409 +8%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$424K -$12.4K -841 -3%
Jane Street
48
Jane Street
New York
$400K +$400K +27,142 New
Principal Financial Group
49
Principal Financial Group
Iowa
$380K +$380K +25,771 New
EAM
50
Eschler Asset Management
United Kingdom
$378K +$378K +25,628 New
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