EVER icon

EverQuote
EVER

Overview Fund Activity

117 hedge funds and large institutions have $250M invested in EverQuote in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+20
Holders Change %
+20.62%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
35
Reduced
37
Closed
10
Calls
$627K
Puts
$139K
Net Calls
+$488K
Net Calls Change
-$2.95M

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$20.3M
2
DSCM
Divisadero Street Capital Management
Florida
$12.3M
3
EA
Emerald Advisers
Pennsylvania
$4.71M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.83M
5
HIM
Hillsdale Investment Management
Ontario, Canada
$4.11M

Top Sellers

1
RCMNY
Rubric Capital Management (New York)
New York
$0
2
Bank of America
Bank of America
North Carolina
$17.1M
3
EARNEST Partners
EARNEST Partners
Georgia
$9.38M
4
Wells Fargo
Wells Fargo
California
$5.35M
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.02M -$1.83M -131,786 -48%
Norges Bank
27
Norges Bank
Norway
$2.01M +$2.01M +144,900 New
NCL
28
Nishkama Capital LLC
Puerto Rico
$1.95M +$1.95M +140,228 New
SST
29
S Squared Technology
New York
$1.67M +$1.57M +112,712 +1,547%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$1.41M -$801K -57,631 -36%
HF
31
HRT Financial
New York
$1.26M +$959K +69,034 +317%
JAM
32
Jacobs Asset Management
New York
$1.26M -$1.18M -84,557 -48%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.22M -$546K -39,284 -31%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.22M -$1.17M -84,249 -49%
Brown Advisory
35
Brown Advisory
Maryland
$1.22M -$102K -7,303 -8%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$1.14M +$36.1K +2,600 +3%
JCIA
37
Jackson Creek Investment Advisors
Colorado
$912K +$912K +65,644 New
GCP
38
GSA Capital Partners
United Kingdom
$879K +$662K +47,617 +305%
PI
39
Putnam Investments
Massachusetts
$750K +$750K +53,923 New
Charles Schwab
40
Charles Schwab
California
$740K – – –
FHB
41
First Hawaiian Bank
Hawaii
$683K – – –
PFM
42
Premier Fund Managers
United Kingdom
$673K +$673K +50,054 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$661K -$21.9K -1,577 -3%
SEI Investments
44
SEI Investments
Pennsylvania
$659K +$147K +10,597 +29%
MNBTD
45
Moody National Bank Trust Division
Texas
$616K +$126K +9,100 +26%
Goldman Sachs
46
Goldman Sachs
New York
$592K -$135K -9,715 -19%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$586K -$6.69K -481 -1%
Swiss National Bank
48
Swiss National Bank
Switzerland
$584K +$584K +42,000 New
GC
49
GMT Capital
Georgia
$581K +$581K +41,800 New
PAWC
50
P.A.W. Capital
Connecticut
$556K – – –
1
2
3 4 5