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EverQuote
EVER

97 hedge funds and large institutions have $257M invested in EverQuote in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

77% more capital invested

Capital invested by funds: $145M → $257M (+$112M)

14% more funds holding

Funds holding: 85 → 97 (+12)

2.46% more ownership

Funds ownership: 72.12% → 74.58% (+2.5%)

23% less call options, than puts

Call options by funds: $280K | Put options by funds: $364K

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
27
Reduced
37
Closed
11
Calls
$280K
Puts
$364K
Net Calls
-$84K
Net Calls Change
-$118K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$11.5M
2
DCM
Driehaus Capital Management
Illinois
+$10.2M
3
TP
Toronado Partners
California
+$6.16M
4
PCM
Portolan Capital Management
Massachusetts
+$5.11M
5
DSCM
Divisadero Street Capital Management
Florida
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
-$9.23M
2
CC
Clearline Capital
New York
-$5.04M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$3.27M
4
Bank of America
Bank of America
North Carolina
-$3.25M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.68M -$270K -29,727 -12%
PCMF
27
Private Capital Management (Florida)
Florida
$2.48M – – –
Northern Trust
28
Northern Trust
Illinois
$2.39M -$36.3K -3,990 -2%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$1.27M -$1.06M -116,593 -53%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.27M -$667K -73,335 -41%
Goldman Sachs
31
Goldman Sachs
New York
$1.24M +$406K +44,641 +79%
MHP
32
Manatuck Hill Partners
Connecticut
$1.22M +$909K +100,000 New
SPPAM
33
Summit Partners Public Asset Management
Massachusetts
$1.21M +$899K +98,912 New
SEI Investments
34
SEI Investments
Pennsylvania
$1.21M +$32.4K +3,565 +4%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.12M -$3.27M -359,892 -80%
Citadel Advisors
36
Citadel Advisors
Florida
$1.06M +$741K +81,557 +1,591%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$1,000K – – –
Bank of New York Mellon
38
Bank of New York Mellon
New York
$938K -$35.6K -3,917 -5%
BCM
39
Bridgeway Capital Management
Texas
$901K -$185K -20,400 -22%
FHB
40
First Hawaiian Bank
Hawaii
$899K -$25.8K -2,837 -4%
MNBTD
41
Moody National Bank Trust Division
Texas
$798K – – –
EI
42
EAM Investors
California
$791K +$588K +64,648 New
Brown Advisory
43
Brown Advisory
Maryland
$789K -$191K -21,067 -25%
Charles Schwab
44
Charles Schwab
California
$724K +$21.6K +2,378 +4%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$720K +$535K +58,828 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$649K +$98.3K +10,813 +26%
N
47
Nuveen
North Carolina
$621K +$77.9K +8,566 +20%
RJA
48
Raymond James & Associates
Florida
$538K -$6.53K -718 -2%
Stifel Financial
49
Stifel Financial
Missouri
$496K -$46.4K -5,103 -11%
SO
50
STRS Ohio
Ohio
$474K -$10K -1,100 -3%
1
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3 4 5

EVER Hedge Fund Activity: Q4 2023 in Review

97 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2023, worth a combined $257M — up 77% from $145M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EVER positions and 11 closed out — a net gain of 12 holders — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $11.5M. The largest seller was EARNEST Partners, cutting an estimated $9.23M.

  • 97 institutional investors held EverQuote (EVER) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $257M of EverQuote stock for Q4 2023, up 77% quarter-over-quarter.
  • 23 funds opened new EverQuote positions in Q4 2023 and 11 closed out, a net change of +12 holders.
  • The largest EverQuote buyer in Q4 2023 was Millennium Management, an estimated $11.5M added.
  • The largest EverQuote seller in Q4 2023 was EARNEST Partners, an estimated $9.23M sold.

Based on aggregated 13F filings for Q4 2023.