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EverQuote
EVER

Overview Fund Activity

191 hedge funds and large institutions have $522M invested in EverQuote in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+32
Holders Change %
+20.13%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
71
Reduced
55
Closed
13
Calls
$3.38M
Puts
$2.74M
Net Calls
+$645K
Net Calls Change
-$5.71M

Top Buyers

1
BlackRock
1
BlackRock
New York
$68.7M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M
3
EA
3
Emerald Advisers
Pennsylvania
$13.5M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$8.13M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$8.81M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$13M
4
CC
4
Clearline Capital
New York
$1.93M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Eagle Investment Management
26
First Eagle Investment Management
New York
$6.62M -$4.62M -219,006 -41%
Morgan Stanley
27
Morgan Stanley
New York
$6.35M +$1.77M +83,888 +39%
Baillie Gifford & Co
28
Baillie Gifford & Co
United Kingdom
$5.57M -$3.38M -160,252 -38%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$5.54M – – –
Squarepoint
30
Squarepoint
New York
$5.32M +$2.26M +107,176 +74%
JAM
31
Jacobs Asset Management
New York
$5.27M +$1.76M +83,419 +50%
Charles Schwab
32
Charles Schwab
California
$5.07M +$3.64M +172,785 +255%
AQR Capital Management
33
AQR Capital Management
Connecticut
$4.94M +$623K +29,545 +14%
Northern Trust
34
Northern Trust
Illinois
$4.79M +$563K +26,706 +13%
EIM
35
Essex Investment Management
Massachusetts
$4.57M +$646K +30,619 +16%
Prudential Financial
36
Prudential Financial
New Jersey
$3.94M +$3.45M +163,700 +714%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$3.8M -$39.1K -1,856 -1%
UBS Group
38
UBS Group
Switzerland
$3.78M +$422K +20,022 +13%
HIM
39
Hillsdale Investment Management
Ontario, Canada
$3.57M +$183K +8,700 +5%
EARNEST Partners
40
EARNEST Partners
Georgia
$3.5M -$6.37M -302,146 -65%
HRCM
41
Hood River Capital Management
Florida
$3.3M +$3.3M +156,455 New
TI
42
Trexquant Investment
Connecticut
$3.16M +$1.66M +78,665 +110%
SEI Investments
43
SEI Investments
Pennsylvania
$3.07M -$228K -10,802 -7%
SST
44
S Squared Technology
New York
$2.93M +$1.52M +72,006 +107%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$2.79M +$235K +11,143 +9%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$2.43M -$4.22M -199,975 -63%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.34M -$2.32M -110,161 -50%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.21M +$1.91M +90,500 +636%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$2.13M -$51.5K -2,442 -2%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$2.03M -$229K -10,840 -10%
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