We are live on ! Find out more
EVER icon

EverQuote
EVER

125 hedge funds and large institutions have $386M invested in EverQuote in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $914K

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

50% more capital invested

Capital invested by funds: $257M → $386M (+$129M)

29% more funds holding

Funds holding: 97 → 125 (+28)

1.91% less ownership

Funds ownership: 74.58% → 72.67% (-1.9%)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
125
Holders Change
+28
Holders Change %
+28.87%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
35
Reduced
46
Closed
10
Calls
$10.5M
Puts
$914K
Net Calls
+$9.55M
Net Calls Change
+$9.63M

Top Buyers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
+$11M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.31M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.92M
4
Invesco
Invesco
Georgia
+$3.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$13M
2
GIM
Granahan Investment Management
Massachusetts
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$5.19M
4
DSCM
Divisadero Street Capital Management
Florida
-$4.9M
5
EARNEST Partners
EARNEST Partners
Georgia
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.2M +$3.08M +209,759 +1,274%
Invesco
27
Invesco
Georgia
$4.17M +$3.3M +224,925 New
SPPAM
28
Summit Partners Public Asset Management
Massachusetts
$4M +$1.71M +116,529 +118%
HV
29
HST Ventures
Utah
$3.95M -$1.16M -79,131 -27%
Northern Trust
30
Northern Trust
Illinois
$3.65M +$11.7K +796 +0.4%
JAM
31
Jacobs Asset Management
New York
$3.18M -$791K -53,833 -24%
GIPM
32
G2 Investment Partners Management
New York
$3.16M +$2.5M +170,139 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$2.74M -$1.04M -70,799 -32%
Citadel Advisors
34
Citadel Advisors
Florida
$2.7M +$865K +58,884 +68%
UBS Group
35
UBS Group
Switzerland
$2.58M +$1.69M +114,766 +471%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$2.22M +$1.5M +102,012 +579%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$2.17M +$1.71M +116,766 New
Goldman Sachs
38
Goldman Sachs
New York
$1.75M -$95.2K -6,485 -6%
Calamos Advisors
39
Calamos Advisors
Illinois
$1.63M +$1.29M +87,711 New
SEI Investments
40
SEI Investments
Pennsylvania
$1.63M -$162K -10,998 -11%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$1.44M +$1.14M +77,609 New
EI
42
EAM Investors
California
$1.38M +$141K +9,579 +15%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.35M -$55.3K -3,766 -5%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.26M -$520K -35,400 -34%
SST
45
S Squared Technology
New York
$1.24M +$984K +67,026 New
Brown Advisory
46
Brown Advisory
Maryland
$1.24M +$35.5K +2,415 +4%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$1.2M -$254K -17,294 -21%
CSS
48
Cubist Systematic Strategies
Connecticut
$1.13M +$898K +61,109 New
Charles Schwab
49
Charles Schwab
California
$1.06M -$26.9K -1,832 -3%
MNBTD
50
Moody National Bank Trust Division
Texas
$1.06M -$117K -7,984 -12%
1
2
3 4 5

EVER Hedge Fund Activity: Q1 2024 in Review

125 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q1 2024, worth a combined $386M — up 50% from $257M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EVER positions and 10 closed out — a net gain of 28 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $11M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 125 institutional investors held EverQuote (EVER) as of Q1 2024, up from 97 in Q4 2023.
  • Funds reported $386M of EverQuote stock for Q1 2024, up 50% quarter-over-quarter.
  • 38 funds opened new EverQuote positions in Q1 2024 and 10 closed out, a net change of +28 holders.
  • The largest EverQuote buyer in Q1 2024 was Driehaus Capital Management, an estimated $11M added.
  • The largest EverQuote seller in Q1 2024 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2024.