EverQuote
EVER
127 hedge funds and large institutions have $656M invested in EverQuote in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 41 closing their positions.
277% more call options, than puts
Call options by funds: $7.16M | Put options by funds: $1.9M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
21% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 39
0% more capital invested
Capital invested by funds: $655M → $656M (+$831K)
3.28% less ownership
Funds ownership: 89.64% → 86.36% (-3.3%)
11% less funds holding
Funds holding: 143 → 127 (-16)
39% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRFM
Shannon River Fund Management
New York
|
+$14M |
| 2 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$10.8M |
| 3 |
IM
Islet Management
New York
|
+$10.4M |
| 4 |
Millennium Management
New York
|
+$9.34M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$8.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
-$32.7M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$12.4M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$12.1M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$11M |
| 5 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
-$9.66M |
EVER Hedge Fund Activity: Q4 2020 in Review
127 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2020, worth a combined $656M — up 0.13% from $655M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of EVER and 25 opened new positions — a net loss of 16 holders — while 39 trimmed existing stakes and 47 added.
The largest buyer was Shannon River Fund Management, adding an estimated $14M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $32.7M sold.
- 127 institutional investors held EverQuote (EVER) as of Q4 2020, down from 143 in Q3 2020.
- Funds reported $656M of EverQuote stock for Q4 2020, up 0.13% quarter-over-quarter.
- 25 funds opened new EverQuote positions in Q4 2020 and 41 closed out, a net change of -16 holders.
- The largest EverQuote buyer in Q4 2020 was Shannon River Fund Management, an estimated $14M added.
- The largest EverQuote seller in Q4 2020 was Zevenbergen Capital Investments, an estimated $32.7M sold.
Based on aggregated 13F filings for Q4 2020.