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EverQuote

175 hedge funds and large institutions have $511M invested in EverQuote in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $411K

82% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 44

1.94% more ownership

Funds ownership: 78.63%80.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $522M → $511M (-$10.6M)

9% less funds holding

Funds holding: 192175 (-17)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
175
Holders Change
-17
Holders Change %
-8.85%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
80
Reduced
44
Closed
47
Calls
$2.68M
Puts
$411K
Net Calls
+$2.27M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Monimus Capital Management
New Jersey
$2.14M +$2.02M +107,066 New
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$2.09M +$778K +41,222 +65%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$1.9M -$30.2K -1,601 -2%
WSA
54
Warm Springs Advisors
California
$1.5M +$1.42M +75,000 New
JF
55
Jump Financial
Illinois
$1.44M +$209K +11,072 +18%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.39M +$140K +7,412 +12%
Brown Advisory
57
Brown Advisory
Maryland
$1.37M -$3.61K -191 -0.3%
Barclays
58
Barclays
United Kingdom
$1.35M +$308K +16,322 +32%
Victory Capital Management
59
Victory Capital Management
Texas
$1.27M +$653K +34,594 +119%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.12M -$6.22M -329,380 -85%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$1.11M +$28.3K +1,500 +3%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.05M +$372K +19,700 +60%
Swiss National Bank
63
Swiss National Bank
Switzerland
$1.05M +$134K +7,100 +16%
Lazard Asset Management
64
Lazard Asset Management
New York
$1.05M +$426K +22,560 +76%
Federated Hermes
65
Federated Hermes
Pennsylvania
$1.05M -$3.65K -193 -0.4%
ZIM
66
Zacks Investment Management
Illinois
$1.04M +$2.02K +107 +0.2%
GAM
67
Gotham Asset Management
New York
$1.04M +$268K +14,196 +38%
AG
68
Algert Global
California
$1.03M +$977K +51,718 New
DCM
69
Donaldson Capital Management
Indiana
$982K +$927K +49,101 New
BFM
70
Boothbay Fund Management
New York
$967K -$715K -37,875 -44%
II
71
Inspire Investing
Idaho
$962K +$186K +9,868 +26%
UBS AM
72
UBS AM
Illinois
$950K +$229K +12,118 +34%
QT
73
Quantbot Technologies
New York
$915K +$799K +42,291 +1,208%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$891K -$226K -11,946 -21%
ECM
75
ExodusPoint Capital Management
New York
$778K -$413K -21,876 -36%

EVER Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2024, worth a combined $511M — down 2% from $522M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EVER and 33 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 80 added.

The largest buyer was UBS Group, adding an estimated $14.5M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.5M sold.

  • 175 institutional investors held EverQuote (EVER) as of Q4 2024, down from 192 in Q3 2024.
  • Funds reported $511M of EverQuote stock for Q4 2024, down 2% quarter-over-quarter.
  • 33 funds opened new EverQuote positions in Q4 2024 and 47 closed out, a net change of -14 holders.
  • The largest EverQuote buyer in Q4 2024 was UBS Group, an estimated $14.5M added.
  • The largest EverQuote seller in Q4 2024 was Emerald Advisers, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2024.