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EverQuote

159 hedge funds and large institutions have $484M invested in EverQuote in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

814% more call options, than puts

Call options by funds: $7.14M | Put options by funds: $781K

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

27% more funds holding

Funds holding: 125159 (+34)

25% more capital invested

Capital invested by funds: $386M → $484M (+$98M)

7.02% more ownership

Funds ownership: 72.67%79.69% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
159
Holders Change
+34
Holders Change %
+27.2%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
54
Reduced
41
Closed
20
Calls
$7.14M
Puts
$781K
Net Calls
+$6.36M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$5.64M +$4.64M +219,442 +433%
CSS
27
Cubist Systematic Strategies
Connecticut
$5.55M +$4.33M +204,835 +335%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$5.48M -$840K -39,733 -13%
EA
29
Emerald Advisers
Pennsylvania
$5.02M +$5.09M +240,775 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.61M -$2.53M -119,845 -35%
Morgan Stanley
31
Morgan Stanley
New York
$4.53M -$1.39M -65,733 -23%
AQR Capital Management
32
AQR Capital Management
Connecticut
$4.27M +$3.21M +151,723 +286%
Northern Trust
33
Northern Trust
Illinois
$4.18M +$83.9K +3,970 +2%
EIM
34
Essex Investment Management
Massachusetts
$3.88M +$3.93M +186,075 New
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$3.8M +$3.85M +181,987 New
JAM
36
Jacobs Asset Management
New York
$3.47M -$100K -4,746 -3%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$3.35M +$3.39M +160,500 New
UBS Group
38
UBS Group
Switzerland
$3.32M +$426K +20,140 +14%
SEI Investments
39
SEI Investments
Pennsylvania
$3.27M +$1.46M +68,866 +79%
IECM
40
Intrinsic Edge Capital Management
Illinois
$3.13M +$3.17M +150,000 New
GCP
41
GSA Capital Partners
United Kingdom
$3.06M +$3.11M +146,873 New
Squarepoint
42
Squarepoint
New York
$3.03M +$2.53M +119,760 +470%
PCM
43
Portolan Capital Management
Massachusetts
$2.93M -$4.8M -227,009 -62%
Goldman Sachs
44
Goldman Sachs
New York
$2.57M +$607K +28,703 +30%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$2.53M +$32.9K +1,557 +1%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$2.24M -$201K -9,502 -8%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$2.15M +$542K +25,657 +33%
Calamos Advisors
48
Calamos Advisors
Illinois
$2M +$177K +8,376 +10%
Fuller & Thaler Asset Management
49
Fuller & Thaler Asset Management
California
$1.83M +$1.85M +87,610 New
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.8M +$286K +13,536 +19%

EVER Hedge Fund Activity: Q2 2024 in Review

159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2024, worth a combined $484M — up 25% from $386M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EVER positions and 20 closed out — a net gain of 34 holders — while 54 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13M. The largest seller was Baillie Gifford & Co, cutting an estimated $7.44M.

  • 159 institutional investors held EverQuote (EVER) as of Q2 2024, up from 125 in Q1 2024.
  • Funds reported $484M of EverQuote stock for Q2 2024, up 25% quarter-over-quarter.
  • 54 funds opened new EverQuote positions in Q2 2024 and 20 closed out, a net change of +34 holders.
  • The largest EverQuote buyer in Q2 2024 was Vanguard Group, an estimated $13M added.
  • The largest EverQuote seller in Q2 2024 was Baillie Gifford & Co, an estimated $7.44M sold.

Based on aggregated 13F filings for Q2 2024.