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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.73M -$1.37M -64,951 -44%
GIPM
52
G2 Investment Partners Management
New York
$1.64M -$1.94M -91,621 -54%
EMFAT
53
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.56M +$1.59M +74,997 New
TI
54
Trexquant Investment
Connecticut
$1.49M +$1.51M +71,229 New
HV
55
HST Ventures
Utah
$1.42M -$3.06M -144,576 -68%
Charles Schwab
56
Charles Schwab
California
$1.41M +$220K +10,403 +18%
SST
57
S Squared Technology
New York
$1.4M
FCM
58
FJ Capital Management
Virginia
$1.36M +$625K +29,541 +83%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$1.33M -$17K -806 -1%
Jane Street
60
Jane Street
New York
$1.25M +$986K +46,650 +353%
Brown Advisory
61
Brown Advisory
Maryland
$1.23M -$163K -7,721 -12%
FHB
62
First Hawaiian Bank
Hawaii
$1.18M
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$1.16M +$875K +41,379 +289%
Federated Hermes
64
Federated Hermes
Pennsylvania
$1.1M +$1.1M +51,961 +9,534%
EI
65
EAM Investors
California
$1.05M -$501K -23,708 -32%
N
66
Numerai
California
$1.04M +$1.05M +49,678 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$999K +$1.01M +47,900 New
MNBTD
68
Moody National Bank Trust Division
Texas
$993K -$203K -9,603 -17%
CAM
69
ClariVest Asset Management
California
$990K +$1M +47,483 New
UBS AM
70
UBS AM
Illinois
$957K +$970K +45,888 New
JF
71
Jump Financial
Illinois
$909K +$209K +9,879 +29%
PTC
72
Petrus Trust Company
Texas
$880K +$892K +42,186 New
ECM
73
ExodusPoint Capital Management
New York
$878K +$110K +5,215 +14%
RJA
74
Raymond James & Associates
Florida
$871K +$28.8K +1,362 +3%
Ameriprise
75
Ameriprise
Minnesota
$865K +$876K +41,444 New

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.