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EverQuote
EVER

150 hedge funds and large institutions have $969M invested in EverQuote in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,110% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $901K

179% more capital invested

Capital invested by funds: $347M → $969M (+$622M)

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

15% more funds holding

Funds holding: 131 → 150 (+19)

12.08% more ownership

Funds ownership: 80.92% → 92.99% (+12%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
150
Holders Change
+19
Holders Change %
+14.5%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
65
Reduced
37
Closed
16
Calls
$10.9M
Puts
$901K
Net Calls
+$10M
Net Calls Change
+$9.7M

Top Buyers

Rank Fund Capital Flow
1
ZCI
Zevenbergen Capital Investments
Washington
+$32.2M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.9M
3
TAM
Telemark Asset Management
Massachusetts
+$11.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.22M
5
GIM
Granahan Investment Management
Massachusetts
+$8.37M

Top Sellers

Rank Fund Capital Flow
1
SRFM
Shannon River Fund Management
New York
-$14.2M
2
GIPM
G2 Investment Partners Management
New York
-$11.7M
3
FA
Friess Associates
Delaware
-$6.26M
4
Millennium Management
Millennium Management
New York
-$6.14M
5
LCM
Landscape Capital Management
New Jersey
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Axiom Investors
Connecticut
$3.76M +$3.04M +64,630 New
EIM
52
Essex Investment Management
Massachusetts
$3.43M -$540K -11,481 -16%
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$3.24M – – –
CSS
54
Cubist Systematic Strategies
Connecticut
$3.07M +$561K +11,927 +29%
SST
55
S Squared Technology
New York
$3.06M -$1.53M -32,500 -38%
PFM
56
Premier Fund Managers
United Kingdom
$2.91M +$2.35M +50,100 New
PPA
57
Parametric Portfolio Associates
Washington
$2.86M -$818K -17,412 -26%
EGI
58
EAM Global Investors
California
$2.79M -$1.61M -34,304 -42%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$2.73M -$705K -15,000 -24%
PAWC
60
P.A.W. Capital
Connecticut
$2.62M -$1.41M -30,000 -40%
AR
61
Advisory Research
Illinois
$2.26M +$807K +17,178 +79%
QI
62
QS Investors
New York
$2.25M – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$2.22M +$879K +18,706 +96%
CS
64
Credit Suisse
Switzerland
$2.16M -$161K -3,417 -8%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$2.01M +$1.06M +22,633 +189%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$1.99M +$462K +9,839 +40%
Charles Schwab
67
Charles Schwab
California
$1.99M +$512K +10,899 +47%
SEI Investments
68
SEI Investments
Pennsylvania
$1.93M +$405K +8,613 +35%
Macquarie Group
69
Macquarie Group
Australia
$1.91M +$63.2K +1,344 +4%
OAM
70
Oberweis Asset Management
Illinois
$1.51M +$169K +3,600 +16%
DADC
71
D.A. Davidson & Co
Montana
$1.44M -$67.6K -1,439 -5%
SCP
72
Syntal Capital Partners
Texas
$1.42M +$1.15M +24,460 New
Millennium Management
73
Millennium Management
New York
$1.35M -$6.14M -130,564 -85%
RA
74
Royce & Associates
New York
$1.34M +$1.08M +23,000 New
Morgan Stanley
75
Morgan Stanley
New York
$1.27M -$756K -16,094 -43%
1 2
3
4 5

EVER Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2020, worth a combined $969M — up 179% from $347M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EVER positions and 16 closed out — a net gain of 19 holders — while 65 added to existing stakes and 37 trimmed.

The largest buyer was Zevenbergen Capital Investments, adding an estimated $32.2M. The largest seller was Shannon River Fund Management, cutting an estimated $14.2M.

  • 150 institutional investors held EverQuote (EVER) as of Q2 2020, up from 131 in Q1 2020.
  • Funds reported $969M of EverQuote stock for Q2 2020, up 179% quarter-over-quarter.
  • 35 funds opened new EverQuote positions in Q2 2020 and 16 closed out, a net change of +19 holders.
  • The largest EverQuote buyer in Q2 2020 was Zevenbergen Capital Investments, an estimated $32.2M added.
  • The largest EverQuote seller in Q2 2020 was Shannon River Fund Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2020.