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EverQuote

98 hedge funds and large institutions have $113M invested in EverQuote in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

3.62% less ownership

Funds ownership: 68.78%65.16% (-3.6%)

6% less funds holding

Funds holding: 10498 (-6)

26% less capital invested

Capital invested by funds: $153M → $113M (-$39.8M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

43% less call options, than puts

Call options by funds: $94K | Put options by funds: $166K

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
32
Closed
16
Calls
$94K
Puts
$166K
Net Calls
-$72K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$64K +$2.35K +251 +3%
TRCT
77
Tower Research Capital (TRC)
New York
$63K +$69.1K +7,375 +380%
CA
78
Centerpoint Advisors
Massachusetts
$55K
ACM
79
Aquatic Capital Management
Illinois
$50K +$68.4K +7,300 New
Asset Management One
80
Asset Management One
Japan
$47K +$1.9K +203 +3%
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$47K +$55.2K +5,893 +588%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$42K +$1.21K +129 +2%
Osaic Holdings
83
Osaic Holdings
Arizona
$40K +$7.69K +821 +16%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$40K +$8.9K +950 +19%
AB
85
Amalgamated Bank
New York
$22K +$721 +77 +3%
FHA
86
First Horizon Advisors
Tennessee
$18K -$21.5K -2,292 -46%
VCM
87
Vigilant Capital Management
Maine
$14K
UBS Group
88
UBS Group
Switzerland
$13K -$9.2K -982 -35%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$11K
PHK
90
Point72 Hong Kong
Hong Kong
$11K +$15K +1,604 New
AIP
91
Ameritas Investment Partners
Nebraska
$8K
Citigroup
92
Citigroup
New York
$5K -$8.68K -927 -55%
Canada Life
93
Canada Life
Manitoba, Canada
$5K
CFGS
94
Concourse Financial Group Securities
Alabama
$5K +$1.9K +203 +43%
PVH
95
Psagot Value Holdings
Israel
$1K +$197 +21 +15%
IA
96
IFP Advisors
Florida
$1K +$581 +62 New
IECM
97
Intrinsic Edge Capital Management
Illinois
-$1.77M -200,000 Closed
KLC
98
Kent Lake Capital
Nevada
-$1.32M -148,840 Closed
EGM
99
Engineers Gate Manager
New York
-$349K -39,502 Closed
Victory Capital Management
100
Victory Capital Management
Texas
-$235K -26,549 Closed

EVER Hedge Fund Activity: Q3 2022 in Review

98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2022, worth a combined $113M — down 26% from $153M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVER and 10 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was Bank of America, adding an estimated $3.95M. The largest seller was Federated Hermes, cutting an estimated $3.68M.

  • 98 institutional investors held EverQuote (EVER) as of Q3 2022, down from 104 in Q2 2022.
  • Funds reported $113M of EverQuote stock for Q3 2022, down 26% quarter-over-quarter.
  • 10 funds opened new EverQuote positions in Q3 2022 and 16 closed out, a net change of -6 holders.
  • The largest EverQuote buyer in Q3 2022 was Bank of America, an estimated $3.95M added.
  • The largest EverQuote seller in Q3 2022 was Federated Hermes, an estimated $3.68M sold.

Based on aggregated 13F filings for Q3 2022.